target.hive.io/ai-/-bi-analytics
AI / BI Analytics
Consolidated book, held-away capture and growth analytics across the enterprise — every number resolving to one certified definition.
For wealth enterprises
Managed data & intelligence operating systems built where your data lives
Prebuilt semantic assets and data models, deployed to your systems — then run as a Managed Data & Intelligence Operating System. We build it, we maintain it, you own it.
- Weeks, not quarters
- Designed for first certified metric in weeks
- One definition
- AUM, NIGO and flows aligned across the enterprise
- Always-on
- Managed run, monitoring and remediation
- Agent-operated
- Workflows designed to execute with sources
SOC 2 Type II aligned controls
Role-scoped access & PII masking
Versioned, certified semantic layer
Runs on Snowflake or Databricks
Why Hive is different
We build it. We maintain it. You own it.
Prebuilt semantic assets and data models, deployed to your systems — then run as a Managed Data & Intelligence Operating System. Not an hourly consulting project. Not a vendor dashboard you rent. Your proprietary layer, operated under your name.
Consultant-led
- 18–24 month build cycle
- Large upfront project fee
- Knowledge leaves when the team rolls off
Hive
- ~2 months to first certified metrics
- No large upfront investment
- Managed run, monitoring and continuous improvement
Deliverable
What we are building together.
A target architecture for your managed data and intelligence operating system — analytics, cowork, agents and applications, all running on a certified semantic foundation we build with you. Engineered for Snowflake and Databricks, deployed inside your cloud account.
target.hive.io/hive-cowork
Hive Cowork
The daily workspace: briefings, attention queues and to-dos assembled from governed data, with sources behind every claim.
target.hive.io/custom-agents
Custom Agents
Configurable workflows per desk — tax planning, Roth conversion, drift and rebalance — runnable, auditable and managed by us.
target.hive.io/applications
Applications
Enterprise applications built on the Hive semantic foundation — client portals, executive dashboards and compliance tooling.
Solutions
Reusable wealth intelligence assets.
Every Hive deployment starts from a library of industry-specific assets rather than a blank page. Compose what you need, extend what you must, and inherit every upgrade.
Composable Semantic Assets Library for Wealth
Certified metric definitions, source adapters, dashboard packs and agent blueprints modeled for wealth — org, firm, advisor and household grain.
Wealth Ontology
A governed industry entity model for households, advisors, firms, accounts, instruments and relationships — the shared language every app agrees on.
Wealth Knowledge Graphs
Connected entity and provenance graphs for lineage, impact analysis and agent reasoning across your data estate.
Services
Managed services that keep the system running.
Go-live is the start of our contract, not the end. Hive stays accountable for build, operations, monitoring and continuous improvement — under measurable service commitments.
Intelligence OS Building
Unified data foundation plus enterprise semantic and context layer construction — your proprietary intelligence operating system, built inside your environment.
Post-Launch Data Engineering Support
Ongoing pipelines, connector maintenance, data-ops and freshness management so your estate keeps pace with source changes.
Semantic Layer Monitoring & Maintenance
Certification states, metric drift, freshness SLAs and re-certification workflows — governed semantics that stay current.
Agents Monitoring & Maintenance
Agent health, run history, threshold tuning, remediation and safe rollout of new agent capabilities.
Product tour
Concept views of the system we build with you.
These are target experience views of the managed data and intelligence operating system we deploy inside your environment — not a shipped product you rent from us. Each view is designed to run on your existing Snowflake or Databricks estate, under your contracts and guardrails.
How an agent would run
Concept demo · Hive Cowork · Drift & Rebalance Agent
Advisor asks
Resolving certified metric: portfolio drift (semantic layer)
Scanning 412 households across 3 custodial feeds
Applying advisor policy and suppression rules
Drafting outreach per household
Delivered
7 households flagged| Household | Advisor | Drift | Action |
|---|---|---|---|
| Whitfield Family Trust | R. Alvarez | 8.4% | Rebalance + email |
| Okafor Household | J. Chen | 6.9% | Review with advisor |
| Marchetti Living Trust | R. Alvarez | 5.3% | Monitor |
Drafted outreach
“Hi Ellen — your portfolio has drifted 8.4% from its target allocation after last week's move in equities. I've prepared a rebalance for your review…”
Sources: 4 certified tables · lineage attached
You own the models, the usage and the budget.
Bring your own cloud and model contracts
Model provider
Usage guardrails
Max tokens / run8,192
Max runs / day500
Daily cost ceiling$1,200
Hard stops prevent overages without approval.
Billing
Your cloud contract
Every inference and token is charged through your existing Azure, AWS or GCP agreement — no markup, no hidden provider fees.
7-day run volume
Month-to-date$4,218.40
Consolidated book, held-away capture and growth analytics across the enterprise — every number resolving to one certified definition.
target.hive.io/analytics
Our Team
Operators, engineers and domain specialists.
Hive is led by operators and engineers who have run data platforms at scale. We work alongside your staff as an extension of your team — not a rotating bench of consultants.
Deep experience in wealth management data and operations
Embedded operating pod assigned to every deployment
Direct access to the engineers who build your system
Lotus Li
Founder
20+ years in financial services.
Christian Pecora
Co-Founder
20+ years in data science and AI.
Mark Sost
CTO
20+ years in enterprise software development.
Mike Sandrik
Project Manager
Former Nvidia, Blizzard and Sony.
Design partner program
Schedule a 60-minute working session.
We will demonstrate our Wealth Intelligence Hub for Advisors, Operations and Compliance teams, walk through our architecture, and discuss four free scoping discovery sessions as our design partners.
- Data estate & semantic layer discovery
- Advisor, Operations & Compliance use-case workshop
- Snowflake or Databricks architecture review
- 90-day implementation roadmap
No sales deck. A working session with the people who build your system.