Hybrid search, graph indexing, and vector-symbolic memory for AI agents
Stage
Established
Startup
Founded
2018
2026
Based in
US
US
Pricing model
Not given
Open source
Pricing
Not given
Open source under Apache-2.0 license. WARM Cloud is in development with usage-based pricing for sync, backup and verification; details to be published at launch.
Key features
Agentic Workforce Platforms for wealth, asset management, and insurance
Tax Intelligence and optimization platforms
Workplace to Wealth infrastructure connecting benefits and personal wealth
Distribution Science AI for advisor and investor reach
Magnifi AI search engine for investment discovery
AMP platform for wealth and distribution growth
Coordinated agents with shared context and enforced rules
AI enhances front, middle, and back office operations
Hybrid search combining BM25 lexical and vector scoring
Vertex graph vector index with 2.29-2.75x throughput vs hnswlib
Vector-symbolic fact memory with holographic reduced representations
AES-256-GCM encryption at rest with Argon2id key derivation
Signed audit log with Ed25519 and W3C DID identity
Secure purge that overwrites deleted data with zeros
Crash-safe append-only log with checksumming
Native Rust API with Python HTTP client and Node.js bindings
MCP server integration for editors and AI agents
WARM Cloud sync, backup and verification without server access to keys or documents
What makes it different
Industry-first agentic operating system for wealth
Unified platform replacing isolated tools across workflows
Mission-driven focus on better wealth outcomes for more people
Trusted partnerships with JP Morgan, Morningstar, Franklin Templeton
Comprehensive coverage of wealth, asset management, and insurance sectors
Runs entirely locally in your process with no network calls or telemetry
Encryption at rest built into the open-source engine itself, not an enterprise add-on
Significantly faster vector search than hnswlib with graph-indexed vertex retrieval
Signed provenance and verified audit trail using C2PA, COSE and SCITT standards
Embedded library model eliminates dependency on external services or vendor lock-in