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The SER Group · AI, finance & growth

AI strategy for financial firms. Go-to-market for the founders who build for them.

Led by Spencer Reich: 15 years as an institutional investor, and the operator who helped take Boosted.ai from pre-revenue through post Series B.

The track record

Proof from the operator's seat.

We've carried the number, and we build teams that carry it without us.

15

years as an institutional investor

7

years implementing AI inside financial firms

100+

institutional clients brought onto the platform at Boosted.ai

$40M+

raised at Boosted.ai, from pre-revenue through post Series B

Spencer Reich ++
Spencer ReichFounder & CEO
Why The SER Group

The rare combination of real financial experience and practical execution.

We advise leading hedge funds, private equity firms, banks, and family offices on AI training, strategy, and implementation, grounded in workflows we've run ourselves. And we help fintech and AI founders build the go-to-market motion that sells into those firms.

Boosted.aiSenior Partner & CRO. Pre-revenue to post Series B, $40M+ raised, 100+ institutional clients
Tiger ManagementPortfolio Manager for Julian Robertson
Goldman SachsSales & Trading, Fixed Income, Currencies & Commodities
EducationWharton MBA · Duke BA
More about us →
What clients say
“What used to take our analysts a week now takes an hour.”
CIO · $6B hedge fund
“The highest-return investment I've made in the past year. It leveled up my entire team.”
Principal · Multi-billion-dollar family office
AI Use Cases Index
A practical menu of high-value AI workflows for financial firms.
Browse the full index ↗
Next step

Start with a 30-minute conversation.

Tell us where AI or growth is stuck. We'll tell you where we'd start.