Centaur Point builds AI operating systems for independent RIAs and financial advisors. human +machine +better process

An AI operating system for independent RIAs and financial advisors

“Weak human + machine + better process was superior to a strong computer alone and, more remarkably, superior to a strong human + machine + inferior process.”

Garry Kasparov · The Chess Master and the Computer · The New York Review of Books, 2010

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1997

Deep Blue won 3.5 to 2.5, the first machine ever to beat a reigning world champion. Kasparov did not conclude humans were finished. He built the opposite experiment: human and machine on the same side.

2005

That experiment went public as freestyle chess, open to any pairing of people and computers (centaurs). Two amateurs working three computers at once beat the grandmasters, and beat the supercomputers.

2016

AlphaGo was the first machine to beat a top professional at Go, a game with vastly more possible positions than chess. What followed matters more than the win. After sixty-six flat years, professional play started getting better, and it got better because players abandoned the settled repertoire and changed how they worked.

Now

AI is moving through the business world now the way it moved through chess then. We are in the business world’s centaur point.

What we do together

Example provisions

The research your client asked for is done, and tailored to their situation.

Opportunities raised in the meeting are queued for your review.

Pending compliance work is prepared and waiting on your review.

Obligations from the meeting are listed, with next steps suggested from the way your practice runs.

Custodian forms the conversation triggered, a new account, a transfer, a beneficiary change, come back filled from the client record and ready for you to submit.

A short list of the decisions only you can make is on your desk.

Three hours of afternoon work, compressed to your approvals and your edits.

An illustration of what our work does: transform a very human way of working into order a machine can understand and operate.

Each practice runs differently. Prioritizing which agentic systems are worth the most to your business is where a build begins.

Start here

So the first conversation is about your practice, not ours.

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Let’s build your firm’s centaur point, together.

Centaur Point · Denver