Altaira Strategic Partners, a provider of institutional back and middle office solutions for investment funds, has announced a strategic partnership with DeepSee.ai, an agentic AI specialist for financial services. This collaboration aims to build a next-generation operating model for private funds, utilizing intelligent automation to enhance efficiency, scalability, and performance in a competitive capital market.
According to Michael Fastert, Founding Partner and Chief Executive Officer at Altaira, the firm sought a partner capable of making a significant impact. “DeepSee’s financial services DNA, combined with their AI-first approach, gives us an edge in delivering operational alpha across our platform,” Fastert stated. He cited examples such as applying AI to treasury functions, like optimizing collateral movements or managing borrow rates, to unlock powerful efficiencies for clients.
This strategic alignment unifies two firms committed to modernizing the infrastructure of the alternative investment ecosystem. DeepSee.ai’s team, comprising former leaders from major financial institutions including Goldman Sachs and JPMorgan, has developed agentic AI solutions specifically for the financial markets. The partnership involves embedding DeepSee’s AI agents into Altaira’s core platform to enable advanced portfolio intelligence and automate complex workflows.
Unlike traditional outsourcing models that often remain labor-intensive, Altaira focuses on a technology-enabled co-sourcing platform. This approach, supported by experienced managed service personnel, empowers asset managers to expand without proportionally increasing their internal headcount. Fastert emphasized Altaira’s vision to construct the operating model of the future, with a significant emphasis on technology enablement. The goal is to provide clients with portfolio intelligence through DeepSee’s specialized agents and to enhance existing back and middle office processes.
Steve Shillingford, Founder and CEO at DeepSee.ai, commented on their core technology: “The core layer of our technology is trained exclusively on the language of financial services. With Altaira, we’re not just deploying software, we’re co-building a new operating system for the industry that helps firms, who lack the resources to support strategic initiatives, scale 10x without losing control.” For Altaira, generative AI is integral to its value proposition, not merely an add-on. The firm perceives intelligent automation as a force multiplier that augments human talent, processes, and insights.
“The goal isn’t to replace talent, it’s to amplify it,” Fastert noted. “With DeepSee’s agents, portfolio managers will gain more time, deeper insights, and faster decision-making capabilities. That’s how we help our clients get better, not just bigger.” In the current marketplace, intense competition for investment capital means even a 30 to 50 basis point reduction in operational costs through smart automation can significantly impact a fund’s ability to attract and retain capital. As investors increasingly scrutinize performance and operational excellence, the capacity to scale using generative AI tools is expected to become a key differentiator.
DeepSee’s Knowledge Process Automation platform provides Altaira’s clients with an accelerated path to AI adoption, eliminating the need for in-house technical teams. DeepSee will work to automate high-friction workflows, enabling investment houses to leverage AI with optimal efficiency and accelerate their adoption timeline from months or years to days or weeks, by pre-building high-impact use cases across back and middle office functions. “There’s a tremendous amount of domain knowledge in financial institutions,” Shillingford added. “We’re not here to replace that. We’re here to help firms unlock it, and let their people focus on what matters most.”
As AI adoption shifts from experimental to essential, Altaira’s platform offers managers a direct route to demonstrate innovation and operational agility to their investors. Fastert affirmed, “Altaira will continue what we did at TIG, where the focus was on looking for solutions for our managers. We were never looking to be just a vendor. It was very much a growth partnership.” This collaboration represents a new phase in how AI could transform fund operations—making them faster, smarter, and more scalable. It goes beyond streamlining workflows to help fund managers identify new sources of growth and redefine their operating model for a digital-first future, where AI capabilities translate into tangible outcomes. Fastert concluded, “As more managers understand the efficiency benefits of co-sourcing, it’s vital that we remain at the leading edge to deliver the best outcomes to our end clients.”
About Altaira: Founded in 2024 and headquartered in New York, Altaira Strategic Partners LLC is a spin-out from AlTi Global, a leading independent global wealth manager with over $77 billion of assets under advisory and management. Altaira’s mission is to partner with both emerging and established asset managers, providing a state-of-the-art institutional operating environment. This environment enables managers to bring products and ideas to market with speed, efficiency, and the necessary tools to compete effectively and achieve growth objectives. Altaira’s roots trace back to Tiedemann Investment Group, which has provided institutional back and middle office services to fund managers since 1980. Tiedemann Investment Group joined forces with Tiedemann Advisors, Alvarium Investments Limited, and Cartesian Growth Corporation in November 2022 under the trading name Alvarium Tiedemann Holdings, Inc. (AlTi).
About DeepSee.ai: DeepSee.ai offers an open and flexible operating system designed to accelerate AI adoption for financial services across front, middle, and back-office operations. Its cloud-based platform integrates seamlessly with existing architectures, supporting firms whether they are beginning their automation journey or seeking to enhance current in-house capabilities with Agentic AI solutions.
