Agentic data platform for accurate philanthropy research

Client: A wealth management FinTech startup
Industry: FinTech, Philanthropy

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Client

A wealth management FinTech startup built on the insight that high-quality philanthropic financial research was slow, consultant-dependent, and accessible only to large wealth managers and family trusts

Challenge

High-net-worth philanthropic research was dominated by consultants charging $50K–$1M, creating a major barrier to data-driven giving
The founder had deep domain expertise but lacked the engineering capability to build a complex, scalable, trustworthy AI platform
The business needed a production-ready MVP fast enough to validate demand and attract early adopters before burning runway on the wrong product

Solution

AI-first Sprint Zero validated the problem, translated MVP scope into machine-readable, human-verifiable specifications
Automated ingestion of IRS tax data & reports used NLP + retrieval grounding to keep every response verified and hallucination-free
An AI Research Agent automated end-to-end philanthropic research with governed, auditable repeatability
Robust Eval engineering pipelines to iteratively improve accuracy at scale
AWS Bedrock, Snowflake Cortex, OpenSearch Serverless, Open AI, Claude, SNAPTM Speckit

Impact

Reduced the cost of a comprehensive philanthropic research report from an average $50,000 to $500, a 99% reduction in end-user cost
Ingested 150+ organizations’ documents spanning 100M+ tokens indexed in a structured knowledge base

Strategic Significance

Demonstrates Indexnine’s ability to take a founder’s vision and domain expertise and translate it into a governed, production-grade agentic platform while delivering 100% information accuracy at optimized operating costs.

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