The proven AI meeting assistant for regulated financial firms

Yes. Fellow has passed formal compliance and IT security reviews at hedge funds, private equity firms, investment banks, and other regulated financial institutions. These reviews typically involve legal review of data processing agreements, SOC 2 Type II report inspection, security questionnaire responses, and sign-off from the Chief Compliance Officer and information security team. The fact that hundreds of financial services organizations have completed this process with Fellow means its documentation, contractual terms, and security posture are proven against the scrutiny these institutions apply, including MNPI handling policies, data residency requirements, and FINRA and SEC Rule 204-2 alignment.

Fellow provides the enterprise contract infrastructure that regulated financial institutions require: Data Processing Agreements (DPAs) aligned with GDPR, Business Associate Agreements (BAAs) for HIPAA-covered use cases, contractual guarantees that meeting data is never used to train AI models, configurable data retention and deletion terms, and SLAs with dedicated enterprise support. These are standard terms for Fellow's financial services customers. An early-stage vendor like Arvo may not have this contract infrastructure in place or may not have had it tested by institutional legal teams.

Fellow has been in market for several years, has raised institutional venture capital, employs a full product, engineering, security, and customer success organization, and counts hundreds of financial services firms among its customers. Arvo is a very early-stage startup. As of early 2026, it has fewer than three employees. From a vendor risk perspective, the difference is significant: Fellow has a documented security team, a mature SOC 2 audit history, enterprise customer references, and the operational capacity to respond to security incidents, support onboarding at large institutions, and maintain uptime SLAs. Arvo is too early in its development to have that track record, regardless of the product positioning on their website.

CCOs at institutional investors choose Fellow because vendor risk is inseparable from data security risk. A tool that captures Investment Committee discussions, analyst research calls, LP conversations, and due diligence meetings holds some of the most sensitive information at a financial institution. CCOs require a vendor with a proven compliance posture, the ability to sign enforceable DPAs, a named security contact, a current third-party audit, and customer references from comparable institutions. Fellow meets all of these requirements and has done so across hundreds of financial services deployments. A two- or three-person early-stage vendor, regardless of its financial-industry focus, cannot provide the same assurances — and most institutional compliance programs will not approve it.

Yes. Fellow can provide customer references from hedge funds, private equity firms, investment banks, and registered investment advisors that have deployed Fellow at scale, completed IT security reviews, and integrated Fellow into their compliance workflows. Reference calls with peers at comparable institutions are a standard part of Fellow's enterprise sales process for financial services organizations.

Fellow serves hundreds of financial services organizations, including hedge funds, private equity firms, investment banks, and registered investment advisors. Fellow's finance customer base spans global asset managers, multi-strategy funds, and bulge-bracket institutions that have completed full IT security reviews and vendor onboarding processes. This scale of adoption means Fellow's compliance controls, data handling policies, and enterprise contract terms have been tested and validated by the legal, compliance, and information security teams at dozens of large financial institutions.