https://dream.weekday.works/redirectToHiringCopilotExtension/

• Spearheaded Stripe integration, streamlining payment processing, subscription management, and user self-service, yielding 25% reduction in transaction errors and 30% boost in subscription handling efficiency.
• Conceptualized and created AI-driven Conversation History feature, elevating user experience by 20% and user engagement by 15%.
• Successfully integrated DocuSign, accelerating document processing and approvals by 40% and slashing processing time by 50%.
• Designed and deployed AI-powered workflow platform, automating 80% of processes, amplifying operational efficiency by 25%, and achieving 90% accuracy in decision-making.
• Optimized RAG implementation and chat engine, enhancing AI-driven interactions by 28% and reducing response time by 35%.

Trusted advisor to Founders and CEOs

Daniel Ibarra

VP/GM AI Product Management

Sachin Vasudeva

Business Development @ DwellFi

Joseph Rahn

AI and Tokenization Services for Fund Administrators and Fund Managers | Alt Funds Network Podcast Co-Host

Skyler Steinke

DwellFi is an AI-first company in the Fintech sector specializing in the fusion of AI, blockchain, and tokenization technologies to support the Asset Management industry's scale, productivity, and growth challenges. Our award-winning SOC-2, Type 2 SaaS platform caters to Fund Administrators, Family Offices, and Private Funds across every asset class and management scenarios. We are dedicated to revolutionizing the Asset Management industry and have conducted 100+ focus groups with senior Asset Management participants. Our findings validated and helped refine our use cases that address the crucial challenges that impede growth, including: Scaling the Cumbersome Investor Onboarding Workload: Leverage Gen AI services to transform your unstructured data (e.g., PDFs, spreadsheets, manual documents) into a digital investor workflow at scale. Streamlining Internal Fund Administration Processes: Utilize AI and blockchain to offload manually intensive processes and automate cash reconciliation, capital calls, distributions, waterfall calculations, and payments. On-Chain Liquidity and Lending: Instant, automated underwriting/lending. Creating Custom and Secure Knowledge Bases: Our AI-driven tools provide actionable insights from fragmented data sources, enabling real-time business decisions. Developing AI Agents for GPs/LPs: Empower investor relations via an AI Agent that delivers real-time access to fund insights and LP capital activity. On-chain settlement of secondaries: Reduce settlement time of secondary transactions from months to days. Easing the Burden of Switching Fund Administrators: Streamlining the process of transferring and reconciling fund data from one administrator to another, reducing the timeframe from months to days for a seamless handover.

capSpire

Whitney Fillmore

✨ The DwellFi team was in the mix in NYC this week, celebrating the capSpirian holiday spirit at their event. #Shoutout to Whitney Fillmore for orchestrating an event filled with connection and fun. Special thanks to the capSpire team for hosting us. We appreciate your commitment to both professional excellence and genuine relationships that set you apart in the industry. #Innovation #ETRM #CTRM #Collaboration #NYC #capSpire #DwellFi

DwellFi

As the year draws to a close, we at DwellFi find ourselves reflecting on the most valuable asset we've cultivated: our extraordinary network of partnerships and relationships. This season of light reminds us that our true strength lies in the trust we've built together. Each connection we've nurtured, each challenge we've overcome, speaks to the depth of our commitment to one another. To our partners who have stood beside us, trusted us, and grown with us: You are the heart of our success. Your faith in our shared vision illuminates our path forward. We celebrate our shared journey of innovation during this season of gratitude. With deepest appreciation and warmest wishes, #TeamDwellFi #ai #privatefunds #fundadministration #familyoffices

Our CEO, Kumar U., is co-hosting the premiere episode of GSD Presents: Making America #1! Get ready for a dynamic conversation about How AI and Quantum Computing are Revolutionizing the U.S. Economy—from driving innovation to unlocking untapped potential. 📅 Don’t miss it—live today December 12 at 11:00 AM EST! 👉 Be part of the future: https://lnkd.in/d7QEZWYz

BitGo

Bitwise Asset Management

BlockFills

Coinbase

Cole-Frieman & Mallon LLP

Decasonic

Figment

GlobalStake

Globe 3 Capital

Harneys

Houlihan Capital

KPMG

MG Stover LLC

Salus GRC

Superstate

Texas Blockchain Council

Withum Wealth Management

Sam Jernigan

WATCH NOW! We're thrilled to share that the insightful sessions from the CoinAlts event are now live on our YouTube channel! https://lnkd.in/djAC8nrD Join us as our distinguished speakers and subject matter experts delve into the dynamic world of digital assets and blockchain technology. Throughout the event, our experts explored a range of compelling topics, including: - The latest trends in institutional crypto staking, with insights into how major financial institutions are navigating opportunities and challenges in the US and abroad. - Cutting-edge developments in tokenized financial products and how they're shaping the future of cryptocurrency. - Key considerations for digital asset custody and counterparty relationships, including regulatory updates and best practices. - The impact of state and federal policies on digital assets, with a focus on fostering innovation and ensuring compliance. Don't miss out on these valuable discussions! Visit our YouTube channel: https://lnkd.in/djAC8nrD to watch the full sessions and gain a deeper understanding of the industry's future. BitGo | Bitwise Asset Management | BlockFills | Coinbase | Cole-Frieman & Mallon LLP | Decasonic | Figment | GlobalStake | Globe 3 Capital | Harneys | Houlihan Capital | KPMG | MG Stover LLC | Sam Jernigan | Salus GRC | Superstate | Texas Blockchain Council | Withum Wealth Management #CoinAlts #Blockchain #DigitalAssets #Crypto #Innovation #ExpertInsights #WatchNow

Withum

Joseph Cassano, CPA

🌟 Exciting News! 🌟 We are thrilled to announce that Skyler Steinke , our Chief Revenue Officer at DwellFi will be a featured industry expert alongside the esteemed Joseph Cassano, CPA of Withum at their upcoming Financial Services Symposium December 9th -1 PM EST 🎤 Here's what you can expect if you register for the event: https://lnkd.in/gtUEn4gR Insightful Discussions: During the conversation, Skyler will share findings from our recent AI Fund Administration Survey, highlighting how AI is transforming the industry by: 💡 Automating repetitive, detail-oriented tasks 🔎 Enhancing decision-making processes 📐 Boosting productivity and providing a competitive edge 📡 Enabling efficient scaling of operations beyond traditional constraints Expert Perspectives: Joe will provide his extensive knowledge on the integration of AI and blockchain technologies in fund valuation processes including navigating the unique challenges and opportunities within the alternative investment space. Collaborative Insights: Together, Skyler and Joe will explore how these technological advancements can empower organizations to harness AI's full potential. Join us for this enlightening session and discover how you can apply these insights to drive your organization's success in the ever-evolving financial landscape. Register here: https://lnkd.in/gtUEn4gR #DwellFi #AI #FundAdministration #FinancialServices #WithumEvent #Innovation #Productivity #Scale #FinanceLeadership #Blockchain #AlternativeInvestments

Great seeing our CTO in action and a featured expert! #grateful

🍂 Happy Thanksgiving🍁 As we pause to reflect on this season of gratitude, the DwellFi team deeply appreciates our incredible journey and the remarkable clients, trusted partners, and industry experts who have been instrumental in our continued growth and innovation. Our commitment to reimagining impact and growth drives us forward, and we are grateful for the opportunity to create meaningful solutions that transform our industry. We look forward to the continued collaboration and groundbreaking achievements in the year ahead. #Thanksgiving #Gratitude #Innovation #PrivateFunds #FamilyOffices #FundAdministrators

CoinAlts

Philip Graham

As we head into Thanksgiving next week in the US, we pause to reflect on the amazing year the DwellFi team has had and the incredible partnership we've experienced, with industry veterans like Philip Graham of Harneys . A huge thank you to Philip who was a featured SME during the #talktoDwellfi series at CoinAlts this year. His perspectives were showcased in this video: "Navigating Jurisdictional Challenges in Digital Assets." Watch the video to hear Philip detail the intricate legal nuances that are top of mind for clients today. He also addressed the pressing questions surrounding jurisdictional complexities and offered his expert perspectives on how to effectively manage these challenges in the rapidly evolving digital asset space. Watch the video to enhance your knowledge and stay ahead in the ever-changing world of digital assets. #CoinAlts #DigitalAssets #Harneys #DwellfiInsights #LegalExpertise

Read our latest whitepaper 💡||💡SHATTERING THE NO CODE GLASS CEILING: Why Enterprise AI is the Key to Unlocking Limitless Potential for Asset Management Operations📈 We're thrilled to present our latest whitepaper authored by Skyler Steinke , Chief Revenue Officer at DwellFi 📊 https://lnkd.in/g5NKe4vt Discover why enterprise-grade AI is the key to unlocking sustainable growth and navigating complex industry challenges. This comprehensive report outlines five compelling reasons why enterprise AI is an essential investment for asset management firms, including: 🔧Customization: Develop AI models tailored to your unique investment strategies and operational needs, gaining a competitive edge in a crowded market. 📊Scalability: Ensure your AI capabilities grow seamlessly with your firm, supporting large-scale operations and future-proofing your business. 🔗Deep Integration: Leverage your proprietary data with AI solutions that integrate deeply with existing systems, driving informed decision-making. 🛡️Control and Transparency: Maintain compliance and mitigate risks with unparalleled control over your AI models. 💼Long-term Investment: Position your firm for sustained success by shaping the future of asset management through sophisticated AI systems. Prepare your firm with our practical roadmap for C-suite leaders. We'll guide you through how best to assess various capabilities, define objectives, and build skilled teams. The Asset management industry is at a pivotal moment and firms that embrace Enterprise AI will not only survive but thrive, navigating challenges with confidence and agility. 🚀The future is being written now – are you ready to start your Enterprise AI journey? Contact Skyler Steinke to begin. 🔍 Read the whitepaper: https://lnkd.in/g5NKe4vt #EnterpriseAI #AssetManagement #Innovation #FutureReady

Citywealth

DwellFi CMO Judith M. Peterson was nominated for, "Inspirational Woman of the Year" in the Citywealth Powerwomen Awards 2025 This designation celebrates the impact Judith M. Peterson is having on the Asset Management industry, as she strives to break barriers through innovation. Judith's groundbreaking approach centers on a critical mission: leveraging Applied AI to create unprecedented opportunities for female progression. How she is creating impact through Applied AI: 🚀 Pioneered AI-driven strategies that challenge traditional marketing leadership models 💡 Demonstrated how technological innovation can be a powerful catalyst for gender equity 🔧 Transformed AI from a productivity tool into a strategic mechanism for professional advancement 🌉 Consistently advocates for women's empowerment through cutting-edge technological solutions Her recent article on AI's potential for female progression isn't just academic discourse - it's a blueprint for systemic change. By articulating how AI can dismantle existing professional barriers, Judith is rewriting the narrative for women. This nomination recognizes more than individual achievement. It's a testament to her vision of technology as a transformative force for inclusive leadership and professional development. Read the article here: https://lnkd.in/g9fSi7Ab ). #WomenInTech #LeadershipInnovation #AIForEquity #inspirationalwomanoftheyear #citywealth

• Built a cutting-edge network automation application with 30+ features, including a scalable controller capable of managing tasks across an unlimited number of runners. Supported functionalities like discovery, backup, and troubleshooting while leveraging Artificial Intelligence for device diagnostics, reducing manual analysis by 90%.
• Implemented Prometheus with Alertmanager and SNMP exporter to enable automated ticketing and alerts, reducing manual oversight by 40% and enhancing issue
resolution by 25%.
• Designed and managed 100+ workflows in Camunda, including a workflow integrated with ServiceNow to automate ticket handling and synchronization, reducing manual effort by 90% and streamlining incident management.
• Leveraged Gunicorn with Uvicorn and Daphne as protocol servers for Django Channels, handling HTTP, HTTP2, and WebSocket processes to enable real-time communication, enhance scalability, and improve web application responsiveness.
• Developed Docker-based deployment models using Ansible on linux machine, reducing setup time by 50% and automating the startup process for seamless integration with VM infrastructure. Additionally, created a subscription model for feature access control, enabling user upgrades while enhancing system security.
• Optimized application performance using Celery, Redis, and PgBouncer for task handling and database efficiency, scaling the system to support up to 1000 devices while improving reliability. Additionally, integrated EFK stack for container log management, and used cAdvisor, Grafana, and Flower to monitor over 15 containers, ensuring efficient performance and system health.