Our Philosophy
Technology that respects Craft
We believe boutique firms are uniquely positioned to generate alpha through creativity, independence, and deep client relationships. By enhancing your processes without dictating how you work, Naera is designed to preserve these strengths not replace them.
Our Approach
Built to Preserve Your Independence
Naera is an analytical tool, not an investment advisor. You retain full control over investment decisions, client relationships, and strategic direction. We don’t offer proprietary products, and we never interfere with your process. Our role is to support, not steer.
Our Commitment
Your Data, Your Control
We understand the responsibility that comes with handling sensitive information. That’s why Naera is designed to work quietly with your existing systems. Your client data stays where it belongs: with you. Our role is to strengthen your operations, not reshape them.
Smart speaker
Change the text to include your own content. Adjust the font, size or scale to customize the style.
Include as much or as little text as you want. Tabs grow and shrink vertically to fit your text. Each tab can have a different height and look.
What We Offer
Personalised and easy to configure AI Agents
Ready to automate the routine investment tasks.
Client Advisory
Scale personalisation
Every client is unique and so are their evolving needs.
Naera helps you continuously translate these needs into tailored investment strategies.
Our agents learn your clients mandates by heart, enabling you to deliver bespoke service at scale.
Client Advisory
Scale personalisation
Every client is unique and so are their evolving needs.
Naera helps you continuously translate these needs into tailored investment strategies.
Our agents learn your clients mandates by heart, enabling you to deliver bespoke service at scale.
Dealflow Management
Automate asset qualification
Naera’s agents work in the background, continuously scanning your target asset universe to surface the right opportunities.
By automating the initial screening, your team can focus on strategic decision-making.
Investment Decision
Sharper insights, faster execution
Naera transforms investment analysis into an interactive process that sharpens your thinking and accelerates documentation.
Our system helps you produce high-quality investment memoranda that reflect your firm’s standards consistently and efficiently.
Use Cases
Uniquely designed
to serve independent
investment firms.
Asset Manager
Make faster, sharper investment decisions without compromising your thesis. Naera helps you cut through the noise, delivering the insights you need to assess opportunities with confidence and clarity.
1
Investment Advisors
Deliver deeply personalised strategies at scale without losing the human touch. Naera empowers you to maintain the quality and uniqueness of your service while expanding your reach and impact.
2
Single Family Office
Deploy capital in a way that truly reflects your family’s values, priorities, and legacy. Naera simplifies complexity, quietly orchestrating the moving parts so you can focus on long-term vision.
3
Multi Family Offices
Elevate your wealth management offering with dynamic, tailored recommendations that reflect each client’s unique goals, risk appetite, and preferences. Naera helps you deliver deeply personal service at scale—without the friction of manual coordination.
4
Why Naera
Deliver a superior alpha at increasingly lower cost.
Cost Control Through
Systematic Execution
Growth doesn’t have to mean more overhead. Naera gives your team the leverage to do more with what you already have without adding layers of complexity. From screening to analysis, our agents handle the heavy lifting behind the scenes, so your people can stay focused on what they do best: thinking deeply, acting decisively, and building trust.
Personalised to Your Unique
Methods and Standards
Every firm has its own rhythm—its own way of seeing the world. Naera listens, learns, and adapts to yours. It doesn’t impose a model; it reflects your thinking, your process, your edge. Whether you’re navigating niche markets or stewarding generational wealth, Naera helps you scale your judgement without compromising its integrity.
Deliver Consistent
Results Every Time
Consistency isn’t just a virtue it’s a signal of quality. Naera ensures that every memo, every analysis, every recommendation meets your standards, every time. It’s like having a trusted partner who never forgets the details, never cuts corners, and always shows up with your playbook in hand.
About us
We believe in financial innovation to strengthen human relations.
Our Philosophy
Technology that respects Craft
We believe boutique firms are uniquely positioned to generate alpha through creativity, independence, and deep client relationships. By enhancing your processes without dictating how you work, Naera is designed to preserve these strengths not replace them.
Our Approach
Built to Preserve Your Independence
Naera is an analytical tool, not an investment advisor. You retain full control over investment decisions, client relationships, and strategic direction. We don’t offer proprietary products, and we never interfere with your process. Our role is to support, not steer.
Our Commitment
Your Data, Your Control
We understand the responsibility that comes with handling sensitive information. That’s why Naera is designed to work quietly with your existing systems. Your client data stays where it belongs: with you. Our role is to strengthen your operations, not reshape them.
Contact Us
Empower your firm to thrive
// explore how naera could fit into your investment process.