Broadstone Data

Finance operating data

Introductions for firm-owned records, not client files.

Broadstone Data connects companies, estates, and advisors that hold firm-owned financial and operational records with AI data programs that license this material for model training.

We make introductions. We do not buy, host, or resell datasets.

Email Brian Corley See how an introduction works

For data sellers

A path to license what the firm itself owns.

If you are winding down, selling, or still operating a finance firm — or you advise estates, liquidations, or asset sales — you may hold records that AI data programs will license. The conversation starts with what can legally and practically be offered, not with a push to license records that should stay off the table.

Who this is for

  • Finance firms with proprietary operational datasets, including investment advisers, broker-dealers, funds, and fintechs
  • Companies in a sale, wind-down, or insolvency process, and the estates that hold their assets
  • Liquidators, asset sellers, claims and noticing agents, and counsel looking for a buyer path or a resource for a client

What may be in scope

Firm-owned operational records the company itself created and owns — for example internal workflows, standard procedures, process documentation, codebases, and related enterprise archives.

What is out of scope

Client files, investor or customer records held on behalf of others, privileged material, and material nonpublic information. Retention obligations are not a right to sell those records.

When a buyer’s written terms provide for it, we are paid a finder’s fee by the buyer, not by the seller. There is no cost to start a conversation.

For AI and data buyers

Sourced introductions, through your official path.

We look for finance-sector sellers that may license firm-owned operational and workflow data — including companies that are operating, winding down, or in a sale or insolvency process. We do not bring client files or records held for customers.

How we work with programs

  • We qualify a lead against ownership, scope, and fit before making an introduction
  • Referrals go through the buyer’s official partner or referral channel, so credit is clean
  • We do not present ourselves as employees of the buyer
  • NDA, sample, license terms, exclusivity, and payment stay between the buyer and the seller

If you run a program that licenses company operating records for model training and work with independent referrers, we would like to register under your current terms.

The process

How it works

The work is an introduction, not a data room we operate and not a purchase we make. Four steps, and a stop if the records are not the company’s to license.

  1. A confidential conversation

    We start with the situation — operating, sale, wind-down, or estate — and a plain description of the records, not a transfer of the files themselves.

  2. A scope check

    The company must own the records. Client and customer files, privileged material, and material nonpublic information stay out. If there is no clean path, we say so.

  3. An official introduction

    If there is a fit, we introduce the seller to a suitable buyer program through that program’s official referral process.

  4. The parties transact

    Buyer and seller handle the NDA, sample, license, and payment. We remain the introducer and do not sit as a principal in the deal.

Why this market

Why finance data

AI programs need examples of how financial work is actually done inside firms — not only prices and filings that are already public.

Workflow, not just market data

The useful material is often operational: underwriting and credit processes, internal reporting, procedures, and other firm-owned workflow or reasoning records.

Ownership comes first

The cleaner inventory is what the firm itself owns. Client files, trade tickets, and advisory archives held for customers are generally not licensable, even when a firm is required to retain them.

Wind-downs can surface value

Sales, dissolutions, and bankruptcies can bring forward enterprise data, codebases, and internal archives that would otherwise be discarded. That still depends on a lawful license, not on the fact of a sale alone.

Start a conversation

Tell us what you hold, or what you buy.

Sellers, advisors, and buyer programs are welcome. Write with a short description of the records or the intake path; we will not ask you to send confidential files in a first email.

Brian Corley

Broadstone Data LLC