An intellectual property licensing company built for software and fintech IP.
Most companies that show up under "intellectual property licensing company" are law firms. Useful — but they do not own the IP. Analytical Methods Group is the other side of that equation: we develop, hold, and license a portfolio of financial-software intellectual property to fintech platforms, funds, software vendors, and analytics products. We are the counterparty, not the counsel.
Why software and fintech IP licensing is different
Licensing software and fintech IP looks nothing like licensing a patent for a medical device or a trademark for a consumer brand. The IP is alive — it gets versioned, updated, and re-deployed. Integration is half the value. Reference implementations matter. Support and versioning matter. And the licensee usually wants the IP embedded inside something they ship under their own brand.
That is a fundamentally different shape of relationship than the law-firm model. A law firm can paper any agreement, but it cannot hand you a working integration, a reference implementation, an evaluation window, a versioned release, or a documented update path. An intellectual property licensing company that actually builds and operates the IP can — and for fintech IP, that is almost always what the licensee actually needs.
That is why AMG exists in the shape it does. We hold and develop the IP. We integrate and support it. We work with your IP counsel (or our own) to paper the license. We are the counterparty, not the counsel.
What we license
Five categories of financial-software intellectual property — each available as individual components, as a bundle, or as a complete system. Detailed catalog with delivery and term options on the licensing page.
Personal finance software
For fintech platforms, personal-finance vendors, and multi-entity SaaS.
- Multi-account aggregation and reconciliation
- Cash and due-date dashboards
- Credit portfolio management (multi-card, multi-entity)
- Multi-entity finance and cross-entity rollups
- Personal & small-business financial reporting
Technical indicators & trading systems
For charting platforms, prop firms, discretionary & systematic funds.
- Proprietary technical and statistical indicators
- Complete trading systems — indicator + filter + decision logic
- Reference implementations across common platforms and languages
- Available as licensed code or hosted signal feed
- Annual or perpetual licensing · optional exclusivity by instrument or platform
Portfolio management
For RIAs, multi-family offices, wealth platforms, fund managers.
- Allocation and rebalancing engines
- Exposure analysis across factors, sectors, and instruments
- Performance attribution and reporting
- Position-level and account-level views
- Embeddable components or full module
Accounting
For bookkeeping platforms, accounting SaaS, vertical SMB software.
- Transaction categorization and rule engines
- Reconciliation tooling for bank, card, and clearing accounts
- Monthly close workflows and audit trails
- Expense capture and 1099 preparation
- Custom reporting and management dashboards
Private fund management
For emerging managers, fund administrators, and fund-tech platforms.
- Investor records and capital activity tracking
- Subscriptions, redemptions, and capital call workflows
- NAV and waterfall calculations
- Investor reporting and statements
- Audit-ready record keeping
Applied AI components
For fintech vendors and software platforms embedding AI under their own brand. More on our applied-AI approach →
- Transaction-categorization and entity-assignment models
- Document intelligence — OCR, extraction, classification
- Semantic search across financial documents
- Agents for intake, follow-up, and routine drafting
- Fine-tuned on your domain language and customer data
The shape of a software IP licensing engagement
Briefing
Short call to understand your use case — what you are building, what you would embed, what economics make sense. NDA when relevant. We share enough material for you to evaluate fit.
Evaluation
Documentation, reference implementations, and a short evaluation window so your team can validate the IP against real data and real workflows before committing.
Terms
License agreement covering scope, term, exclusivity, support, white-label and redistribution rights, and the financial structure (annual, perpetual, per-AUM, per-seat, platform).
Integration & support
Integration support, versioned releases, and a documented update path. You always know which version you are on and what changed between versions.
Why work with an IP company, not a law firm
If you Google "intellectual property licensing company" you will land almost exclusively on law firms and trade-association explainers. They are good at what they do — drafting, negotiating, defending. But they do not own the IP. They cannot integrate it. They cannot version it. They cannot operate the hosted side of it. And they cannot tell you, from experience, what an embedded portfolio-allocation engine actually does inside a wealth platform.
AMG is built for the other half of the conversation. We hold the IP. We developed it. We use it inside our own software products. We can hand you reference implementations, evaluation environments, integration support, and a documented update path. We work with your IP counsel (or recommend one) to paper the agreement, but the counterparty — the entity actually licensing IP to you — is the company that built it.
For software and fintech IP specifically, that distinction is most of the value. The IP is alive. It moves. The licensor who built it is the licensor you actually want.
Law firm vs. IP company
- Holds the IP
- IP company. Law firms paper agreements but do not own the underlying IP.
- Builds & versions it
- IP company. Active R&D, releases, and update paths.
- Integrates it
- IP company. Reference implementations and integration support.
- Operates the hosted side
- IP company, where applicable.
- Drafts agreements
- Either — we work with your counsel or ours.
Common questions about software & fintech IP licensing
What is an intellectual property licensing company?
An intellectual property licensing company develops, holds, and licenses IP to other companies under defined terms. For software and fintech IP, that means components, models, indicators, and complete systems that licensees embed in their own products, run for their funds, or operate under their own brand. Unlike a law firm, an IP licensing company owns the IP itself.
How is AMG different from an IP law firm?
Law firms paper deals. We hold and develop the IP. AMG is the counterparty — we own the software, indicators, models, and systems we license — and we work with your law firm (or ours) to paper the agreement. If you want a licensor who actually built the IP and can integrate and support it, that is a different shape of company than a law firm.
What kinds of fintech IP do you license?
Five categories: personal finance software, technical indicators and trading systems, portfolio management components, accounting components, and private fund management tooling. Detail on each lives on the licensing page.
How does a software IP license actually work?
Four phases: briefing (with NDA when relevant), evaluation with documentation and reference implementations, license agreement covering scope, term, exclusivity, support, and white-label rights, and then integration with versioned releases and a documented update path.
Can I license your IP exclusively?
In many cases, yes — exclusivity can be scoped by use case, by instrument, by platform, by geography, or by industry. Exclusive deals are negotiated separately and priced accordingly. We do not exclusively license all of our IP to one party by default; selective, scoped exclusivity is the more common structure.
What does a software IP license cost?
Pricing depends on the IP category, the licensee's use case, term, level of integration support, and whether exclusivity is involved. Common structures include annual licenses, perpetual licenses, per-seat or per-AUM tiers, usage-based pricing for hosted components, and platform licenses for embedded use. We quote after the briefing and evaluation phases.
Is software IP licensing different from buying software?
Yes. Buying software gives you a finished product to use. Licensing IP gives you the right to embed, white-label, integrate, or operate the underlying technology inside your own product, fund, or platform. A SaaS buyer is the end user. An IP licensee is the entity building something with the IP at its core.
Where is AMG located, and does that matter?
We are headquartered in Dallas–Fort Worth, Texas, and the entity is a Texas company. For most software IP licensing, jurisdiction matters less than the structure of the deal. For deals that involve U.S.-only restrictions, federal contractor pass-through, or specific state-law considerations, a Texas-domiciled licensor is sometimes the cleanest counterparty.
Looking for an IP licensing company built for software and fintech?
Tell us what you are building and which category fits. We will set up a briefing and walk through what a license would actually look like.