One platform.
Six tiers.
Sixteen offerings.
Every project-based product in the portfolio follows the same shape: a low-friction Starter that proves value before a full Production build. One product line runs on a completely different logic — a recurring intelligence feed, not a project.
One governing idea,
six ways it plays out.
Five tiers are project-based, each with a low-friction entry that proves value before full production. The sixth — intelligence subscriptions — runs on a different commercial logic entirely: a recurring data feed, not a one-time build.
Tier 6 is visually distinct above because it’s a different motion — see the qualification tree for how a prospect self-selects into it.
Why these products
point at each other.
Every cross-sell below is sourced to a real, structural reason a client of one product is a qualified lead for another — not a generic upsell prompt.
Specificity,
not adjectives.
Every claim below is sourced to a verified part of the system — rare enough among AI consultancies serving this market to function as a real credibility marker, not a marketing line.
A live, monthly-refreshed dataset of 16,876 SEC-registered advisory firms (Form ADV), not a static list — the targeting universe updates itself.
A 7-detector signal engine with a 3-layer false-positive filter — specificity check, name match, keyword pass, then an AI confirmation gate. Most "AI alert" tools stop at keyword match.
Three genuinely distinct 8-section brief templates — an RIA gets a Form ADV-grounded Regulatory Profile section, a corporate account gets Procurement & Decision-Making — generated from the same underlying system, not three separate products bolted together.
A human-gate architecture where outreach is drafted, never sent: every approve, discard, and cooldown-block is written to an audit log, with a 30-day per-firm cooldown enforced before re-approval. This is a stronger compliance story than most vendors offer, not a weaker one.
A multi-stage provenance model for the Knowledge Engine — ingestion, staging, human-gated review, and publish are each a distinct, logged step before any AI-drafted content becomes a permanent knowledge-base write. Strict mode enforces citation on every answer.
Silently skipping a day rather than manufacturing a signal when the relevant confidence gates don’t clear is a designed behavior, not a gap — the kind of restraint a regulated buyer notices.
A deliberate multi-tier model architecture: a fast, lightweight model handles high-volume judgment gates, and a more capable model is reserved for the generated content a person will actually read and act on. One model doesn’t do everything by default — the split is intentional.
Not a black box.
A build discipline.
Westridge runs its own operating rhythm on the same category of infrastructure it sells to clients: daily planning, structured session records, and a human-approval gate before anything ships — internally, not just in client deliverables. Prospects aren’t being sold a system nobody inside the company actually relies on; they’re being invited into a build discipline the company visibly holds itself to.
Find your entry point
into the portfolio.
Every path starts with a named pain, a fixed price, and a clear next step.