Using Agents for Long-Horizon Financial Work — Aman Singh, Arca

Key moments

The parts the AI thinks are worth your time, chosen from the creator's chapters. Click to jump.

1. 4:01Building a custom harness and routing tasksCore architecture choices for running agentic work reliably at scale.
2. 7:20Agent memory across long-running tasksShows how persistent memory supports multi-day workflows, not just chat.
3. 9:22Safety guardrails and prompt injection defensesPractical defenses for keeping agents safe in a sensitive domain.
4. 15:05AI-native firms versus firms using AI toolsClarifies the strategic difference between native AI companies and add-on AI use.

Chapters

From the creator's chapter list. Click to jump.

1. Introducing Arca’s AI-native wealth management firm
2. 1:40How AI supports human financial advisors
3. 2:40Choosing models with internal benchmarks
4. 4:01Building a custom harness and routing tasks
5. 5:25Handling a $100,000 tax bill: Agents and human approvals
6. 7:20Agent memory across long-running tasks
7. 9:22Safety guardrails and prompt injection defenses
8. 11:02Compliance and auditability by default
9. 12:14“Agents prompt people more than people prompt agents”
10. 13:46Why Arca owns its agent infrastructure
11. 15:05AI-native firms versus firms using AI tools
12. 16:09Sandboxes and financial plan verification
13. 18:40Decision models and checking financial facts
14. 19:51Why trade execution stays with human experts
15. 20:32Turning staff feedback into evals and improvements
16. 22:22Turning operational knowledge into agent context
17. 23:41Client examples: Hidden fees and proactive service

About this video

Arca head of AI Aman Singh joins Latent Space head of editorial Richard MacManus at AI Engineer New York, to discuss how Arca is building an AI-native wealth management firm. Singh explains Arca's architecture, which includes a custom harness and persistent memory. He also digs into how Arca runs agentic workflows that span days, not hours. Arca: https://arcawealth.ai/ AI Engineer: https://ai.engineer/ Latent Space: https://www.latent.space/ Chapters: 00:00 Introducing Arca’s AI-native wealth management firm 01:40 How AI supports human financial advisors 02:40 Choosing models with internal