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Winford AI - AI tools for financial services professionals

We help financial services firms make better decisions and streamline manual tasks

tl;dr: If you're a finance professional who has ever been frustrated by tedious tasks or curious about how AI can help you, Winford AI is designed for you. Get in touch at founders@winford.ai

The Team:

Jacob (Co-Founder & CEO) spent several years as a private credit investor at Blackstone, where he was involved in the underwriting of new deals and management of existing positions.

Rohan (Co-Founder & CTO) was previously a software engineer at Microsoft and NASA.

The Problem:

Financial services firms are stuck in the middle ages. Professionals often face the daunting task of navigating complex documents, compliance requirements, and manual data entry. Prospecting and ever-increasing client mandates make managing growing loads a challenge.

Our Ask:

  • Introductions: If you or someone you know is in financial services, we’d love to connect. Please feel free to reach out or make an introduction at founders@winford.ai or through LinkedIn.