Wealth & Advisory AI
N

Nomerra

Nomerra turns private markets operating procedures into AI agents for asset servicers and asset managers. The agents cover fund accounting, treasury, transfer agency, reporting and data updates.

They work across inboxes, bank feeds, fund and bank portals and ERP systems. They triage email, reconcile cash, prepare payments for four eyes release and generate reports. Every session is tracked, and the firm's team approves the deliverables.

Nomerra is model agnostic and offers self hosted deployment with the customer's own keys. It states ISO 27001 and raised a $2 million pre seed round led by 14Peaks Capital in June 2026. Nomerra GmbH is based in Berlin.

Last VerifiedOctober 2, 2026
Compare Nomerra with other vendors
Founded
2025
Headquarters
Berlin, Germany
Website
nomerra.com
Categories
wealth-and-advisory, capital-markets-ai
Assessment

Capability Axes

Capability grades

15 of 15 axes rated · 10 graded A or B

AI Capability
AI Centrality
AA on AI CentralityThe artificial intelligence is the product. Remove the models and there is nothing left to sell.
Vendor Published

An agent harness turns general purpose models into private market specialists that triage email, reconcile cash and draft journal entries. What remains without it is the email, spreadsheets and manual reentry the founders set out to replace.

Autonomy and Oversight Model
AA on Autonomy and Oversight ModelWhat the system runs alone, what constrains it, and how a person checks it are all published: modes, thresholds, sampling or audit controls, and the route a case takes to human review.
Vendor Published

Agents present deliverables in review screens, payments wait in the bank system for four eyes release, and journal entries are prepared for review before posting. Edge cases route to the team, and agents and users share one role based permission system.

Model Risk Management and Transparency
BB on Model Risk Management and TransparencyReal transparency mechanisms are published, such as per alert explainability, confidence scoring or split testing, without the validation package or supervisory mapping behind them.
Vendor Published

Every action enters an audit trail recording what was done, when, by whom, why and where the data came from, so a reviewer can rebuild the reasoning as well as the outcome. Accuracy figures, routing criteria and support for a customer's own validation are unpublished.

Operational and Outcome Evidence
CC on Operational and Outcome EvidenceUnnamed case studies, customer logos, or claims without numbers. Prestige is not measurement: the caliber of the client list describes the buyer rather than the product, and coverage statistics are not adoption statistics.
Vendor Published

Customers, volumes and outcomes are all unpublished. A $2 million pre seed led by 14Peaks Capital in June 2026, founders from the fund administrator bunch and a quote from a retired KPMG partner say nothing about the product's results.

AI Safety and Data Stewardship
BB on AI Safety and Data StewardshipA categorical stewardship commitment is published without the retention schedule or the engineering detail behind it.
Vendor Published

Strict data isolation is stated, with agents working from a context layer built from the firm's own systems and procedures. No training statement is published, and provider retention terms are not stated.

Regulatory and Compliance
GLBA and Data Privacy Posture
BB on GLBA and Data Privacy PostureA substantive privacy document that reaches the product itself, short of the subprocessor list or the full data handling detail.
Vendor Published

The privacy policy updated May 18, 2026 reaches the product, covering client data from connected systems, uploads and email under a data processing agreement that sets confidentiality, retention and deletion. Retention periods and a subprocessor list stay in the contract.

Security Certifications and Trust Center
BB on Security Certifications and Trust CenterA recognized certification named in the vendor’s own material without the artifact, or with a scope or renewal question the buyer has to raise.
Vendor Published

ISO 27001 certification is stated alongside SSO and role based permissions. Certificate scope, a trust center and a report request path are not available publicly.

Regulatory Status and Licensure
CC on Regulatory Status and LicensureThe regulatory position is unstated. Most vendors in this index are technology suppliers and being unlicensed is the correct posture, so this grade records silence about the posture, not a missing license.
Vendor Published

Transfer agency and fund accounting outputs feed investor registers, NAV calculations and regulatory reporting under European fund regimes, yet no regulatory position is stated. Compliance material speaks to GDPR and information security instead.

AI Governance and Bias Disclosure
CC on AI Governance and Bias DisclosureResponsible artificial intelligence committed to in policy language with no evaluation behind it, on a product whose bias surface is modest.
Vendor Published

Funds and transactions are the subjects, so the concern is accuracy, and cross checking across sources is a real control. Extraction and reconciliation accuracy, and how a missed discrepancy would surface later, are not published.

AI Liability and Recourse
CC on AI Liability and RecourseMechanisms that enable challenge, such as audit trails and source traceability, with nothing standing behind the output and no route for the person affected.
Vendor Published

A disputed figure can be traced to its source and reasoning, and deliverables wait for approval rather than committing automatically. An agent prepared reconciliation that feeds a wrong valuation has no accuracy guarantee or remediation term behind it.

Integration and Deployment
Model Supply Chain Disclosure
BB on Model Supply Chain DisclosureSubstantial partial disclosure, or a chain that is structurally short: an explicit in house build, on premise deployment, per customer instances, or zero retention at the model layer.
Vendor Published

Model agnostic routing sends each task to whichever model fits on speed, accuracy and token efficiency, which concedes external providers in the path around an in house agent harness. Self hosting shortens the chain where chosen, but providers and subprocessors are not disclosed.

Core Systems and Integration Depth
BB on Core Systems and Integration DepthNamed systems or a documented public API, with the depth or the production evidence left open.
Vendor Published

Ready made connectors reach ERPs, banking systems and file storage, an Outlook add in serves staff, and browser agents fetch documents from GP and bank portals through login and two factor checks. Not one ERP, fund accounting or banking platform is named.

Deployment Model and Data Residency
AA on Deployment Model and Data ResidencyOn premise or hybrid deployment is offered and documented, alongside where data rests.
Vendor Published

Self hosted deployment in the customer's environment, with bring your own key encryption, keeps fund and investor data under the customer's own controls. Development follows German and European data protection law.

Commercial
Commercial Transparency
CC on Commercial TransparencyNo price is published and engagement runs through a demo form, which is the norm in this index.
Vendor Published

Cost per workflow against cost per operator is the comparison a buyer of headcount replacement wants, and no rate, tier or billing unit supports it.

Institution and Segment Coverage
BB on Institution and Segment CoverageNamed segments with dedicated material behind part of the coverage.
Vendor Published

Asset servicers and fund administrators sit beside asset managers in Europe and the United States, each with a page section. Functions run from fund accounting and treasury to transfer agency and reporting.

Alternatives to Nomerra

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TIFIN sells TIFIN.AI, a platform of AI agents for wealth managers, asset managers and insurers.

Knapsack is a private AI workspace for financial advisers and other regulated professionals, made by Knap Inc of San Francisco.

The index publishes no overall score or ranking. See what we assess and the methodology.

Commercial

Pricing

Vendor-published figures are labeled as such. Figures labeled “Estimated” are derived from third-party sources and have not been confirmed by the vendor.

No pricing data has been verified for this vendor. Pricing information will be published here once confirmed through vendor disclosure or third-party estimation.

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AI FinTech Index

The AI FinTech Index is an independent index that tracks changes to AI vendors in financial services. It holds 610 vendors across banking, lending, insurance, wealth, capital markets and financial crime compliance, each graded on the same 15 capability axes from public sources. No vendor pays for inclusion, placement, or rating.

Index Status
Last index update
October 20, 2026
The AI FinTech Index is an editorial reference, not a regulatory body. Vendor data is verified against published sources and public regulatory filings. Figures labeled “Estimated” have not been confirmed by the vendor. See the Methodology page for evaluation standards and limitations.
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