You want AI in your firm’s operations. Sellara builds the models that do the work.
Sellara is an applied AI lab for financial institutions. We build small language models that take operational work off your team and flag problems before anyone has to ask. Our engineers deploy them inside your environment, built around the systems you already run.
Built by operators from:
- Citi
- YC
- a16z Speedrun
- Capital One
- Oracle
- IBM
- Chewy
- ETH Zurich
- UC Berkeley
- GE
- Georgetown University
- Georgia Tech
- FIS
- Allocation, block of 10mmSplit 40 / 35 / 25 across three SMAsReady to approve
- 22 emailsReplies drafted, ready to sendReady to approve
- SSI update, Fund 14Update settlement instructions from 09/29Ready to approve
- Northfield confirmReply drafted, price and quantity matchReady to approve
- Custody position file1,204 rows matched to the ledgerReady to approve
- Break FI-2207, quantity off by 5,000Likely cause: partial fill on ticket T‑7718Needs your decision
Sellara works through the queue and flags what needs a person. Your team approves what is ready to go.
Most financial AI helps the front office think. Sellara helps the middle and back office act.
Unlike generic AI or front-office tools, Sellara runs on proprietary models built around your firm’s own data and systems, and every action stays within your rules and approvals.
| Topic | Generic AI | Sellara |
|---|---|---|
| Workflow context | No context about your workflows | Keeps client and workflow context across sessions |
| Integration | Not connected to your systems | Integrates with your systems on-prem or in the cloud |
| Proactivity | Waits for you to ask | Flags problems before anyone asks |
| Setup | You build and maintain it yourself | Live in weeks with our engineers meeting your teams in person |
| Validation | No guardrails or validation | Built-in validation for every agentic or human action |
| Specialization | Generic across every industry | Built for financial operations teams |
| Learning | Doesn’t learn how your firm works | Improves from operator feedback and recognizes patterns in your reference data |
| Audit trail | No audit trail by default | Full audit trail of every step |
| Privacy | No guaranteed privacy | Client data is never used to train public models |
Workflows already in production across trading and operations.
Every workflow is deployed the same way. A forward-deployed team sits with your operations staff and has it live in weeks.
on our reconciliation benchmark, against 60% for the next-best agent
F1 is a standard accuracy score.
Reconciliation
Matches internal and custodian files and finds every break. For each one, it works out the likely cause and hands it to the right person with the evidence attached.
blotter.xlsx FI-2207 5,000,000 custodian.pdf FI-2207 4,995,000
| Status | Break | Review |
| Difference | -5,000 | Computed |
| Cause | Partial fill | Review |
- Reads
- Blotters and custody records
- Checked against
- Matching rules and tolerances
- Goes to a person when
- A break has no rule-based root cause.
- Trade capture
- Pre-trade and venue controls
- Exception management
- Confirmations
- Enterprise blotter
- Compliance and regulatory records
One platform under every workflow you deploy.
Every workflow runs on the same foundation and plugs into the systems you already use.
Sellara does not replace your OMS, clearing platform, ledger, or regulatory archive. It connects the work between them.
Built for how your institution runs.
Each type of firm starts somewhere different. See how Sellara fits yours.
- Block allocations
- Post-trade exceptions
- Trade capture
- Reconciliation
Broker-dealers
For desks that spend the day moving trades between systems.
See how it fits- Position reconciliation
- Investor reporting
- Exception management
- Email triage
Asset managers and hedge funds
For teams that want clean books and on-time reports without adding headcount.
See how it fits- Member workflows
- Regulatory reporting
- Post-trade exceptions
- Member onboarding
Exchanges and market infrastructure
For operators who need to serve members and regulators without more manual work.
See how it fitsAdd Sellara’s operational AI to your platform.
Embed Sellara in your product or offer it under your brand, without building the AI layer yourself.
Built by people who have worked inside the workflows they automate. Meet the team
Your data stays inside your perimeter, and your team stays in control.
Sellara brings the models and guardrails. Your firm keeps control of its data and security policy.
Approval points you set
Choose which actions run straight through and which need sign-off.
Deployed in your environment
Runs inside your infrastructure in a closed-loop architecture, encrypted in transit and at rest.
No training on your data
Client data is never used to train public foundation models and is siloed per deployment.
Role-based access and MFA
Access follows the user’s permissions, with MFA on every sign-in.
Immutable audit log
Every model output and human override is logged at the database level.
Model governance and change control
Versioned models and reviewed changes, with a record of what ran when.
Stop automation instantly
Halt automated production actions in one action, per workflow or across the platform.
SOC 2 Type 2
Examination underway, targeting Q1 2027.
| Time | Actor | Event |
|---|---|---|
| 09:41:31 | system | Chat message received from Northfield Securities |
| 09:41:32 | model | 7 fields proposed, source spans stored |
| 09:41:32 | code | Price and accrued interest validated |
| 09:41:33 | code | Allocation matched 2 accounts, sent to review |
| 09:42:03 | m.alvarez | Selected ACCT-3140 |
| 09:42:03 | system | Trade written to OMS |
Bring us one workflow.We’ll have it live in weeks.
Our forward-deployed team scopes the first deployment with your operations staff and stays with it through production.