Steward

Subsector

Wealth & asset management

Strategy

Venture

Headquarters

New York City, NY, United States

Investment date

September 2025

Steward is an AI-first AML compliance platform purpose-built for complex investor onboarding and ongoing monitoring. The platform automates the onboarding of the most challenging investor types - including funds, trusts, family offices, and offshore vehicles - that traditionally break conventional compliance workflows. While individual KYC has seen meaningful automation, corporate and structured investor onboarding remains stubbornly manual, with layered ownership chains triggering endless manual reviews, email threads, and delays. Steward addresses this by unifying document collection, screening, risk assessment and periodic reviews into a single AI-powered workflow, with agents designed to interpret complex ownership and cross-border structures across hundreds of data sources. The platform uses risk-based, no-code workflows and proprietary risk models tailored to each customer's compliance strategy, enabling same-day onboarding in 80% of cases regardless of investor complexity. Steward is also building shareable Investor Profiles that allow firms to share AML/KYC data securely with counterparties, transforming a repetitive manual process into a seamless, scalable experience. Customers include Connect Ventures, Unruly Capital, IAB Group, and Motive Partners, alongside a number of Tier 1 institutional allocators.

Status

Not realized

Active

Exit year

Team
No items found.

Mentioned in

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