Firm AI for private wealth business leaders

One agentic operating platform that scales private wealth distribution

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Trusted by leading private capital firms

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Private wealth is accelerating.
Most operating models are not.

Retail investment in private markets is rapidly accelerating — but every new investor brings onboarding, suitability, and reporting requirements that legacy infrastructure was never built to scale.

Purpose-built for financial services firms, Intapp DealCloud with Celeste unifies investor onboarding, suitability, distribution, and relationship intelligence in one platform — and provides firms the infrastructure they need to scale private wealth without scaling operational complexity

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Private wealth demands a scalable, unified operating platform

Unlike Practice AI and copilot tools, which only help individuals work faster, DealCloud with Celeste delivers Firm AI that streamlines the business of the firm itself.

The cost of fragmentation

  • Longer fund approval cycles
  • Inconsistent suitability documentation
  • Field teams working on the wrong advisor relationships
  • Reporting that doesn’t meet institutional-grade expectations

The benefits of Firm AI infrastructure

  • Real-time visibility across advisor engagement, fund approval status, and investor suitability
  • Automated workflows that scale without adding headcount
  • Coverage effort that translates to results

See why private wealth demands a unified platform

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Anil Mangla

DealCloud has transformed how our Investor Relations team manages fundraising and LP relationships.

Anil Mangla

COO

Copenhagen Infrastructure Partners

Where does your firm sit on the private wealth AI journey?

Take our 30-second AI assessment to get a personalized view of where your infrastructure gaps and the biggest opportunities lie.

Answer 10 questions and get your firms’s AI-readiness score instantly

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Learn more about Intapp solutions for private wealth

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Learn how your firm can unify its private wealth operating model — before demand outpaces capacity.