AIQGEN helps M&A, corporate finance, wealth advisory and family office boutiques map, prioritize and implement AI workflows that reduce manual work across research, documents, meetings, reports and operations.
Boutique financial firms need operational leverage — not more disconnected tools.
M&A, corporate finance and wealth advisory teams operate with high complexity and lean headcount. Much of the work still happens across emails, PDFs, spreadsheets, presentations, CRMs, data rooms and meetings.
AIQGEN exists to help these firms use AI in a practical, controlled and measurable way: first understanding where technology creates real value, then implementing workflows that reduce rework and increase team capacity.
From strategy to implementation: AI applied to the critical workflows of your financial firm.
We map processes, identify bottlenecks and prioritize use cases with the highest ROI potential.
We configure, test and deploy AI workflows connected to the firm's documents, tools and routines.
We implement custom workflows for M&A and wealth advisory, and can combine modular solutions such as WealthCopilot and Alpha Advisor when they fit for M&A and corporate finance.
The Blueprint is a consultative entry point, but our solutions can also be evaluated and implemented directly when the use case is already clear.
AIQGEN is designed for organizations with sophisticated operations that do not want to build an internal AI team just to get started.
We do not start with technology. We start with the process.
From there, we design pragmatic implementation with governance and team adoption.
What guides AIQGEN.
Focus on boutique financial firms and workflows in M&A, corporate finance and wealth advisory.
The goal is not just a report. It is getting workflows live.
AI should support analysts, advisors and consultants — not replace professional judgment in sensitive decisions.
Workflows need to be documentable, reviewable and understandable.
Each implementation needs clear limits, permissions, review points and responsibilities.
Founder
AIQGEN is operated by Fernando Martignone Esteves, founder of the company and former Itaú BBA professional.
Fernando personally leads strategic diagnostics and early implementation projects, combining financial markets experience with practical AI application in financial operations, advisory and wealth.
The founder-led approach helps each project start with strategic depth, business understanding and focus on real operational impact.
A technical layer to support implementation.
Behind the projects, AIQGEN develops a platform to support agent orchestration, tool integration, traceability, permissions and governance.
The platform is not positioned as a generic product for every financial institution. It exists to support implementation of AI workflows in financial environments that require control, security and human review.
Start with a conversation to map opportunities, prioritize workflows and define the best implementation path.