Anthropic, Google, and OpenAI built the engine. We help you close the last mile.
Built for finance and beyond: we understand your business and master the technology. We build your AI employee trained on your processes, and we train you and your team on AI.
Two profiles, twelve years in finance, twenty-two agents in production.
Joris Dupraz
Six years in institutional asset management and investment banking at UBS Wealth Management. Backend skills: Python, SQL, VBA.
Jade Hoang
Six years in Big Four audit and consulting at KPMG then Deloitte. Specialist in business process automation, team coaching, and frontend design.
The engine exists. We build the missing layer.
Anthropic, Google, and OpenAI build powerful intelligence engines. You are probably using them already, and you are tired of re-explaining everything in every new session, losing the thread and starting from scratch. Between the engine and your business sits a last mile that no one is building. That is our work.
Claude, Gemini, GPT, Mistral…
Raw power. But every session starts over: re-explaining your context, your processes, your documents.
The last mile
We understand your business. We master the technology. We connect the two.
An agent that does X in your business
Concrete, measurable, deployed for you.
And we run it on ourselves first: about twenty AI agents work at Bubble Invest every day, across research, ops, content and support. Meet our AI employees →
What your agent actually does.
No abstract magic: eight tasks an agent installed for you takes on from the very first weeks.
Anyone can plug in an AI. We do it with the rigour finance demands: on your processes, on your infrastructure, by the rules.
…while you focus on your clients.
- Calibrated to your processes
- Deployed on your infrastructure
- GDPR compliant
- Every client-facing action approved by you
The rigour of a firm, without the firm.
Built for IFAs, independents, and small firms. We come from finance and know its standards.
Your agent runs, learns, and improves. Continuously.
No client-facing action without your approval.
1 investment agent in 2023. Today, 22+ autonomous agents running on their own for our firm.
GDPR from day one
Built for finance and wealth data. Compliance is built into the design, not bolted on afterwards.
Your data stays with you
The agent runs on your server or your machines. No data leaves your infrastructure. No opaque SaaS.
Three ways to get up to speed on AI.
Continuously monitoring for three years, we implement on the latest available models. Choose your pace.
We do not teach you AI theory. We show you what to ask it to get a concrete result on your real use case.
- 1h via video call or in person in Paris
- LLM vs Agent, skills & workspaces, scheduled tasks, sub-agents, MCP, security
- Individuals and professionals (all levels)
- Written action plan sent afterwards
We install an AI agent with 1 or 2 specific capabilities. Delivered within 3 weeks.
- Diagnostic, installation, coaching
- On your server or locally on your machines
- You keep full use of it, at your place (code transfer optional)
- Support included for 10 days after delivery
- Support & monitoring package available on request
Open source skills, analysis articles, plug-in agents. Pick what speaks to you, one piece at a time.
- Open source skills, free with public code
- Analysis articles, from 4.99 €
- Ready-to-plug agents, monthly subscription
- No commitment, no forced bundle
The right profiles to wire AI into your business.
- We come from the field, not AI marketingFinance, audit, consulting, automation. We lived the rigour of numbers and processes before the magic of models.
- We dogfood everything we install22 agents run for us every day. We sell you what we use ourselves.
- We speak your business languageIFAs, independents, small firms, all sectors. No tech jargon, no 30k transformation project.
- We document everything in publicCode, decisions, mistakes: all shared on the lab. No black magic.