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22+ AGENTS IN PROD
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Wealth advisors · Independents · Small structures

Anthropic, Google and OpenAI built the engine.
We help you go the last mile.

Our strength: we understand your business and we master the technical stack. We install the AI employees you've been missing to make the difference.

An AI agent in its environment
Book in 30 seconds

Book your free diagnostic.

30 minutes, by video call, with no commitment. We look at your current processes and pinpoint where an AI agent saves you time, concretely.

Run by the founders, Joris (ex-UBS, 6 years institutional management) & Jade (ex-Deloitte) · 22+ agents in prod

01 / Our process

3 sessions. You're operational.

Diagnostic, installation, support. No 6-month tunnel. No messy work site. Three structured meetings, and you walk away autonomous.

1

Diagnostic

We understand your business, your processes, your current stack. We identify where AI delivers the most value, fast.

2h · free · Calendly
2

Installation

We install the agent on your server or locally on your machines. You see the code, you validate every skill.

1-2 weeks · on site or video call
3

Support

We support you and your team in using the agent and growing it over time. You walk away autonomous.

1 week · onboarding support included
02 / The offer

A clear format to get started.
Custom work to go further.

No 6-month tunnel, no €30k invoice. A fixed package, then custom work if you need it.

Complex projects

Custom

On request

Quote tailored after the diagnostic

For deeper integrations: multi-department, specialized business agents, dedicated infrastructure.

  • Scope defined together at the diagnostic
  • Follow-up & maintenance package (on request)
  • Same principles: your infra, your data
  • Anonymisation & encryption layer for sensitive data before AI processing (GDPR-compliant)
Request a quote →
03 / Mission examples

The last mile between AI and your business.

Wealth management — client documents
Wealth Advisor · Wealth Management

Client briefing note

The agent pulls in KYC files, portfolio performance and tax news. The note is ready before every meeting.

4h saved per meeting · note in 30 seconds
Regulatory compliance — AMF documents
Asset Manager · Compliance

AMF regulatory watch

Every morning the agent cross-references AMF publications, doctrine changes and sanctions. A targeted summary on your active cases.

passive monitoring · targeted alerts
Client onboarding — first meeting
SME · Client Relations

Client onboarding

The agent handles the first email, sends out contracts, collects documents. The client follows progress on a real-time dashboard.

2 days of admin → 2h of validation
Market briefing — financial charts
Portfolio Manager · Finance

Morning market briefing

At 7:30am, the agent aggregates Bloomberg feeds, macro releases and overnight moves. A structured brief in your inbox before your first coffee.

45 min of reading → 5 min of scanning
Community manager — social media
Independent · Digital Presence

Multi-platform Community Manager

The agent repurposes every article into LinkedIn threads, Instagram posts and newsletters. One idea, seven formats, zero repetition.

1 piece → 7 formats · 3h/week saved
Security audit — server infrastructure
SaaS · Infrastructure

Weekly security audit

Every Monday the agent scans recent CVEs, cross-references them with your dependencies and generates a priority report ranked by real risk.

report delivered in 4 min · zero ignored backlog
GDPR anonymisation before AI processing
Compliance · GDPR

Anonymisation before AI processing

A pipeline automatically detects and masks sensitive data (names, IBANs, identifiers) before anything is sent to an LLM. You get the full power of AI without ever exposing personal data.

Personal data never exposed · GDPR-compliant
04 / Frequently asked questions

Everything a pro asks us.

Approach, offer, pricing, security, code ownership: the direct answers, no detours.

What exactly is Bubble Invest?
Bubble Invest designs and installs custom AI agents for professionals. Our mission: automate your repetitive tasks, structure your data and free up your time for what matters: your expertise and your clients.
What happens to my data? Is it protected?
Data protection is at the core of how we build. Your agents run either locally on your machine or on a secure private server, and we provide an anonymisation and encryption layer that strips or masks sensitive data (client names, account numbers, identifiers) before it ever reaches an AI provider like Anthropic. You stay in full control: confidential data never leaves your environment in clear text.
How are you different from a traditional consulting firm?
No endless slide decks, no six-figure quotes, no army of junior consultants. We go further than consulting: we build and directly install an operational AI agent from your data and your tools. A turnkey solution that absorbs your workload from day one, without making you dependent.
Why you, and not a freelance AI developer?
We combine a rare dual expertise: strategic consulting (finance, business processes) and AI engineering. We understand your workflows before we even write a line of code. And above all, we use our own agents every day. What we sell you, we use ourselves. Faster, more reliable and cheaper than a freelance developer.
Why 3 sessions, no more, no less?
Three sessions is the optimal format: enough to diagnose your needs, build your agent and train you to use it independently. The goal isn't to make you dependent, it's to make you operational. And if you need more, we stay available.
How much does the Quick Start cost?
The Quick Start starts at €2,000 (excl. VAT) for a custom AI agent, 3 working sessions included. The first quote is co-built with you based on your real needs. For more complex architectures (multi-agent, advanced integrations), we provide a tailored quote.
What exactly does the Quick Start include?
A custom AI agent, designed for your profession and your processes. It includes: a diagnostic of your needs, the build of the agent (automations, routines, integrations with your tools), its installation, and hands-on support to get you using it independently, all in 3 sessions.
What happens after the 3 sessions?
Support is included in the days following delivery to fix any initial bugs. Beyond that, we remain available for quick interventions on quote, and a follow-up & maintenance package is offered for ongoing support, based on your needs.
Do you provide custom quotes beyond the Quick Start?
Absolutely. Beyond the Quick Start, we design tailored solutions: multi-agent teams, selfware (personal AI tools), dedicated applications or complex architectures. Each project gets a quote adapted to your scope.
How long until we can start?
The first session is free and with no commitment. After signing, the project starts within 1 to 2 weeks, for full delivery in 3 weeks: a turnkey agent, ready to use on your server or locally.
Do you offer a maintenance / support contract?
Yes. Once the agent is deployed, we offer maintenance contracts adapted to your needs: a monthly package on quote for regular follow-up, or one-off intervention at €500 (excl. VAT)/day, with a guaranteed response time within 24h, remotely or on site.
What if something breaks 6 months later?
We stay reachable after delivery. Our support agents are available to guide you, and our team steps in quickly if a problem arises, even months later.
Which sectors do you work with?
We support small and medium-sized structures, independents and regulated professions, with a core focus on wealth management and asset management. Why small structures? That's where AI has the most impact: fewer hierarchical layers, fewer stacked software tools, results visible immediately.
What level of security do you guarantee?
Your agents run either locally on your machine or on a secure private server. Data is processed through leading AI providers (Anthropic, OpenAI) with their standard security protocols. All conversations are archived locally, with the option of automatic backups.
Who owns the code installed at your offices?
You pay once, with no subscription or imposed recurring fees — that's the key advantage over SaaS. In practice, your data, your configuration, and the content produced are yours, and your agent runs on your side (locally or on your private server), free for you to use over the long term, without depending on our day-to-day involvement. The agent's underlying engine and code, however, remain our property, as with any software publisher: your package pays for development, setup, and deployment, not a transfer of the source code. For business-critical solutions, a reversibility clause can be arranged to guarantee continuity whatever happens.
Which AI models do you use?
Mainly Claude (Anthropic), while staying flexible based on your preferences. Important point: the agents run on your own subscription (OpenAI, Claude or other). You keep full control over your costs and your data.
Can the agents run without an internet connection?
AI agents need an internet connection to access the language models. However, some simple automations and custom applications can run locally depending on your setup.
Cancellation and refund policy?
The first session is free and with no commitment. You can decide not to continue after this first meeting, no fees, no obligation.
How does signing work?
A simple and transparent process: quote and contract signed electronically (Yousign). The project starts as soon as the deposit is received. Payment facilities are available and defined together up front.
Do you support our teams?
Yes, and it's concrete: no slides or theoretical lectures, but hands-on sessions where you learn by doing, directly on your agent. We don't leave until your team has mastered it. It's like welcoming a new colleague, already operational on your processes.
Do you work remotely or on site?
Both, depending on your preferences and the nature of the project. Based in the Paris region, we're available all across France and able to operate entirely remotely.

Ready to install your first agent?

A free 30-minute diagnostic is all it takes to know if it's right for you.

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