Add Velocity is active in the implementation and integration layer of the AI agent stack, specifically within the financial services vertical. They focus on "agentic transformation," which involves moving beyond simple automation to deploy systems capable of performing complex fundamental analysis and investment operations autonomously. Their relevance to the ecosystem lies in their role as a bridge between agent technology and regulated enterprise environments.
They are particularly notable for championing the use of agentic systems in equity research and investor reporting—areas where data accuracy and auditability are non-negotiable. By building infrastructure for agentic systems that can interact with legacy vendor databases and SQL environments, Add Velocity is helping define the practical requirements for agents to operate safely within the wealth management industry. They serve as a specialized implementer that takes agentic concepts and turns them into high-ROI production tools for asset managers.
Add Velocity is a London-based consultancy focused on bringing agentic automation and advanced data science to the asset and wealth management sectors. Founded in 2024 by Nora Balla, the firm operates with a lean model that targets specific operational inefficiencies within the buy-side investment process. While many AI consultancies offer broad horizontal services, Add Velocity is built on the premise that financial institutions require domain-specific knowledge to bridge the gap between complex multi-vendor operating models and emerging AI technologies.
The company's core focus is the reduction of manual labor in investment operations. In asset management, professionals often spend significant time on low-value tasks like manual data updates for investor reporting or fundamental research synthesis. Add Velocity addresses this through custom-built automation and agentic systems. One documented project involves an equity research workflow designed to perform fundamental analysis at high speeds, while another case study details an 18% reduction in monthly reporting time for a private credit department. These results were achieved by customizing off-the-shelf vendor databases and implementing precise SQL specifications to automate background processes without disrupting existing client-facing reports.
A distinguishing feature of Add Velocity's current work is its focus on "agentic systems." Rather than just deploying static chatbots, the firm is building infrastructure for agents that can interact with financial data, perform forecasting, and handle complex classification tasks. This is a move toward what they call "AI-native transformation," where the agent is not an add-on but a core component of the operational stack. Their approach involves rapid prototyping, moving from brainstorming workshops to MVPs in tight windows, often around two months. This speed is intended to help asset managers maintain an edge in an ecosystem where technological adoption is accelerating and regulatory expectations, such as the FCA’s Consumer Duty, are becoming more outcome-focused.
As a consultancy, Add Velocity emphasizes an independent working style. Their methodology is designed to require minimal client involvement—typically two to three short calls per week—which appeals to busy investment teams who cannot afford the time-intensive oversight often required by larger consulting firms. They position themselves as a partner for firms with outsourced operating models, working directly with third-party vendors and internal IT security departments to ensure that new AI tools are compliant and integrated with existing cloud platforms. Based in London but operating with a global mindset, the firm represents a new breed of boutique AI consultancies that are focused on making agents a practical reality in highly regulated financial environments.
Project delivery and AI implementation for asset and wealth managers.
Add Velocity is hiring