Wall Street Tools. Main Street Values.


    AI-Enhanced Financial Strategy Engine

    Transform your bank or credit union's financial decision making with Delfi's revolutionary Balance Sheet Optimization platform.

    Delfi delivers instant analytics, access to a deep inventory of financial solutions, and is powered by AI. Pick the right strategy and then execute - all in one place.

    Join more than twenty forward-thinking financial institutions using our award-winning next-generation platform for banks and credit unions!

    Our Services

    Analytics to Execution. One Unified Platform.

    Delfi pairs forensic balance‑sheet analytics with machine‑learning optimization and actionable instruments to help you hedge better and plan smarter.

    Choose one or more solutions, deploy at your own pace.

    SaaS Platform

    Overwatch Essentials

    AI‑native balance‑sheet simulations providing before & after impact on financial risk & metrics.

    ALM Scenarios in Minutes
    CAMELS Assessments
    Forward-Looking Stress Tests
    Instant ALM Risk Reports
    SaaS Platform

    Overwatch Predictive

    Advanced probabilistic analysis including user-defined "what-if" scenarios and AI recommendations.

    Instrument-Level Cashflow Sims
    "What-If" Scenario Modeling
    KPI Probability Analysis
    Calibrated to Your ALM Model
    Actionable Solutions

    Delfi Exchange

    Curated inventory of balance‑sheet solutions—from funding sources to deployment tools that boost margins.

    Loan Participations
    Interest‑Rate Swaps
    Brokered Deposits
    Wholesale Funding
    Industry Recognition

    Built by Bankers, Celebrated by Innovators

    From global fintech showcases to quantitative analytics rankings, Delfi has earned accolades for pushing balance‑sheet strategy into the AI era. Explore our honors and see why leading institutions choose Delfi.

    Best of Show — FinovateFall 2024

    Best of Show — FinovateFall 2024

    Crowned the standout innovation on the main stage.

    Top‑50 — Chartis QuantitativeAnalytics50 2025

    Top‑50 — Chartis QuantitativeAnalytics50 2025

    Ranked among the world’s 50 leading quantitative analytics providers.

    Finalist — Banking Tech Awards USA 2025

    Finalist — Banking Tech Awards USA 2025

    Recognized for transforming balance‑sheet strategy with AI.

    Winner — Harvard Alumni Global Fintech Pitch 2024

    Winner — Harvard Alumni Global Fintech Pitch 2024

    Took first place in Harvard’s global fintech showcase.

    “Delfi has been a valuable strategic tool for our ALCO committee and for informing our longer‑term strategy in building a balance sheet that can provide stable earnings for the bank. Without the Delfi engine as a backbone to our decision‑making, we would have continued to rely on intuition to guide our balance‑sheet strategy, causing us to leave behind valuable earnings.”
    — Don Quintana, VP of Financial Strategy at Gulf Coast Bank & Trust

    Ready to Modernize Your Balance Sheet Strategy?

    Join many forward-thinking financial institutions using Delfi to make smarter decisions and unlock superior performance.

    Our Team

    Meet the Experts Behind Delfi

    Delfi's leadership combines deep public and private sector experience with cutting-edge AI expertise—bringing best-in-class technology to banks, credit unions, and other financial institutions.

    Daniel Ahn, PHD

    Daniel Ahn, PHD

    Co-Founder, CEO

    Chief Economist - U.S. Department of State

    Chief Economist - North America at BNP Paribas

    U.S. Federal Reserve, IMF, Citibank, Citadel, Barclays Capital, Columbia Univ., Georgetown Univ., John Hopkins Univ., Council on Foreign Relations, Wilson Center

    A.B. Princeton University, Economics & Finance

    Ph.D. Harvard University, Economics

    Joseph Ahn, PHD

    Joseph Ahn, PHD

    Co-Founder, CSO & President

    Chief Data Scientist - The White House

    Founder of AI Lab - West Monroe Partners

    Founder of a successful $40M+ B2B analytics startup

    A.B. Brown University, Economics

    Ph.D. Harvard Business School, Strategy

    Will Lunden, PHD

    Will Lunden, PHD

    CTO

    Senior Scientist - Vector Atomic

    Ph.D. MIT, Physics

    15+ publications in physics and engineering

    Alexander Demyanets, PHD

    Alexander Demyanets, PHD

    Chief Economist

    Senior Economist - U.S. Treasury, Bank of England

    Executive Director - Goldman Sachs

    Ph.D. Johns Hopkins University & Wharton, Economics

    20+ years experience as rates strategist and economic modeler

    George Gao, MA

    George Gao, MA

    VP of Operations

    Senior Manager - Deloitte

    MA, Johns Hopkins School of Advanced International Studies

    Glen Fossella

    Glen Fossella

    Chief Revenue Officer

    Former Head of Customer - Ascent

    ex Moody's, SoFi, S&P Global

    BA, Harvard University

    Advisors

    World-Class Board of Advisors

    Our advisors bring decades of experience in banking, finance, and technology, guiding Delfi's vision and strategy to ensure we deliver unparalleled value to our clients.

    The Hon. Senator David Vitter

    The Hon. Senator David Vitter

    Banking, Small Business, Public Policy

    Former U.S. Senator for Louisiana (2005-2017)

    Former Ranking Member of the Senate Banking Committee, Former Chair of the Senate Committee on Small Business and Entrepreneurship

    Roger Ferguson Jr., PHD

    Roger Ferguson Jr., PHD

    Economics, Public Policy, Market Strategy

    Former Vice Chair of the U.S. Federal Reserve

    Former President and CEO of TIAA

    Maurizio Alfano

    Maurizio Alfano

    Trading, Market Structure

    Former Global Head of Trading - Moore Capital

    Formerly at Barclays Capital, Maven Capital Management

    Willem Buiter, PHD

    Willem Buiter, PHD

    Economics, Banking

    Former Global Chief Economist at Citigroup

    Former Chief Economist at the European Bank for Reconstruction and Development, Professor at Yale University