RFA launches AI-native managed services platform for financial firms
RFA says its new platform adds AI-driven automation, a revamped customer portal and managed AI services for regulated financial clients.
RFA said Monday it has launched a managed services platform for financial services firms that includes AI-driven automation, monitoring and analytics in its IT operations.
The company said the release marks its shift to what it calls an “AI-native MSP.” RFA said the platform is designed for firms in regulated environments and uses AI agents to gather diagnostics, correlate signals across systems and handle repetitive ticket-queue work while RFA engineers validate diagnoses and decide next steps.
RFA said the setup is intended to speed up resolution times and support IT and cybersecurity work. The company also said it is introducing a revamped customer portal with a security dashboard, live chat for ticket submission and a billing overview.
The launch includes a new offering called Managed AI Services. RFA said the service is meant to help clients deploy private AI tools built on platforms such as Claude, ChatGPT and Microsoft Copilot, with ongoing management and governance. The company said the goal is to let firms use AI for tasks such as investment research and document review without risking sensitive client data or compliance issues.
RFA said it has served hedge funds, private equity firms, asset managers and allocators for more than 35 years. The company said it was founded in 1989 as Richard Fleischman & Associates, now supports more than 700 financial services firms and regulated institutions representing over $1 trillion in assets under management, and operates from nine locations across the US, Europe and Asia.
The company said it joined Titan in 2025. Titan is described in the release as an AI-native holding company founded by Saurin Patel and David Heffernan and backed by a $74 million Series A led by General Catalyst.
RFA also said it has named David Andrade president, Steve Schoener chief operating officer, Bill Ercolano chief technology officer and Tim Kennedy chief revenue officer. The company said each has more than two decades of experience building managed services organizations for regulated financial firms and had spent recent months embedded with RFA’s team and clients before the launch.
No customer names or contract details were disclosed in the release. The announcement was dated Aug. 4, 2026.
What happens next is whether RFA’s clients adopt the new platform and managed AI services as the company rolls out the offerings across its financial services base.
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