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Products & ServicesEvent: September 8, 2026

Clade is building an architecture for institutional investing using AI agents and frontier models.

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Products & Services

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Clade is building this architecture for institutional investing.

Jonathan Lipton|Clade team

Company

Clade

Purpose-built AI for institutional capital decisions.

Industry
Software Development
Location
New York, US
Company size
15 employees

Institutional AI for capital decisions. Clade is the AI platform built for institutional investment teams — endowments, pensions, RIAs, OCIOs, insurance companies, family offices, the consultants who serve them, and the fund managers they back. Most institutional investment workflows still run on email, shared drives, and tribal memory. Clade unifies documents, data, and relationships into a single investment workspace, then applies purpose-built AI on top — turning fragmented materials into structured insight, bespoke reports, and faster decisions. Purpose-built for the workflows horizontal AI tools weren't designed to handle: unlimited context windows for institutional-scale document sets, continuous agents that work across vintages and entities, and strategy-aware ontologies with entity resolution across managers and vehicles. Built on an enterprise trust layer with SOC 2 Type II, granular permissions, full auditability, and no training on client data. Built by investors, for investors. See the platform: clade.co We're hiring. If you want to help build the operating system for institutional investing, careers at clade.co/careers — or DM the team here.

Founded 2017

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