SSG
SpecialSituationsGroup

We solve
fintech
problems

Elite fintech software engineering for RIA's and insurance carriers. We have built and exited fintech companies — not just worked at them. That difference shows in the speed, precision, and business judgment we bring to every engagement.

What we do

Engineering for Regulated Finance

Specialized software engineering for regulated financial services — from portfolio management platforms to compliance automation. We leverage AI as a force multiplier, but AI is only as good as the architects who wield it. Ours have spent years in the trenches of fintech, and it shows.

SOC 2 Type II Certified

Industry Solutions

RIA Operations & AI Automation

Intelligent workflow automation for advisory firms — automated client onboarding, portfolio reporting, document generation, and AI-assisted compliance reviews that reclaim 30% of your ops team's week.

Intelligent Document & Archive Queries

AI-powered search across massive unstructured archives — case law, insurance policies, regulatory filings — without requiring pre-indexing or rigid taxonomies. Ask complex questions in plain language and get precise, sourced answers in seconds instead of hours.

Cybersecurity & Audit Readiness

SEC cybersecurity rule compliance, vendor risk assessments, and audit-ready documentation systems built for financial services firms — not a generic IT checklist from an MSP that doesn't understand your regulatory world.

Underwriting & Risk Automation

Automated property risk scoring, data enrichment, and underwriting workflow tools that turn a 45-minute manual process into a 3-minute enriched risk profile.

Client & Advisor Portals

White-label investor dashboards, policyholder portals, and onboarding flows for regulated environments. Modern UX with compliance guardrails baked in, not bolted on.

Compliance & Regulatory Infrastructure

Automated regulatory reporting, audit trail systems, and compliance change management for firms where the cost of getting it wrong isn't a fine — it's an enforcement action.

Strategic Advisory

AI Readiness Assessment

A structured evaluation of your operations that identifies the highest-ROI automation opportunities and delivers a practical implementation roadmap — built for regulated firms that need to move on AI without moving recklessly.

Technical Due Diligence & Architecture Review

Pre-acquisition tech assessments, vendor evaluations, and build-vs-buy analysis for PE firms, growth-stage fintechs, and carriers evaluating insurtech investments.

When you need it built

Custom Platform Development

When the solution doesn't exist yet, SSG builds it — trading platforms, policy admin systems, data pipelines — with a team that's been shipping production systems in finance, insurance, and defense for years.

Our principals

Think like a founder

Most technology consultancies talk about financial services. We have built fintech companies from incorporation to exit — portfolio platforms, compliance systems, and trading infrastructure that institutional clients relied on daily.

Let's work together

Ready to move fast?

Whether you need a portfolio management platform, compliance automation, or a full technology overhaul — we bring founder-level intensity to every engagement. No hand-offs to juniors. No six-month timelines when the window is six weeks. Just mature, elite engineers who understand your business constraints as well as the technology.