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Fluent in the AI frameworks we counsel on.

For banking.

Senior advisory where
technical depth changes the answer.

For boards and executive teams making high-stakes decisions across AI, software, data, platforms, and operating models.

We bring strategic judgment, architectural depth, and hands-on delivery experience. We are an AI-native consultancy, building our own AI platform and infrastructure.

In AI, distance from the tools is distance from the truth.

If you're looking for senior counsel — let's talk.

Where we lead
At the intersection of
boardroom and architecture.

The more a transformation depends on AI, software, and execution reality, the more technical depth changes the business decision.

Mandate

AI, software, data, and operating-model change.

We advise on transformations where these forces move together, and where strategy fails if the technical substrate is misunderstood.

Perspective

Senior advisory shaped by real operating roles.

Our perspective comes from strategy work, architecture work, and operating responsibility inside the systems and teams that carry the consequence.

Discipline

AI-native, with our own platform in the work.

AI is compressing the distance between strategy and execution. Boards need advisors whose judgment is informed by building with these systems, not discussing them from a distance. Our platform keeps decisions, risks, and stakeholder positions in play from one meeting to the next.

Who we work for
the CEO.

We work with senior decision-makers
and the people who deliver alongside them.

Why work with us
Why independent senior counsel?

Internal and external delivery organisations carry conflicts of interest. They need to be surfaced early and resolved.

Independence

3× the implementation cost.

Every implementation partner has structural conflicts — bench utilisation, scope economics, the commercial relationship. Your team either ignores it and pays later, or fights it and loses the partnership. We hold the broker seat so the honest trade-off reaches the room.

Foresight

€7m sunk in the tech playground.

Hard decisions get deferred to the end. By then they're sunk cost: architecture, scope, business model. Your SMEs see them coming; commercial gravity and the green progress report keep them silent. We give those calls the standing to be made while they're still decisions.

Recovery

€22m saved on the road back to green.

We make the difficult decisions your team can't: switch the darling vendor, rearchitect, descope. We install the senior architecture office that brings the programme back to green.

Our services
Board-level judgment,
hands-on technical depth.

Strategy Advisory

Positioning, operating model design, market entry. For boards and executive teams navigating decisions with incomplete information.

Transformation Consulting

Post-merger integration, digital transformation, organizational restructuring. Hands-on, from architecture to delivery.

Technology Strategy

AI strategy, platform modernization, architecture direction, model-enabled workflows, and build-vs-buy decisions. For leadership teams that need advice from people who understand the business case and the systems underneath it.

Engagements & publications
Regulated industries. Complex transformations.
Senior stakeholders.

Core banking, DLT & CeFi capital market infrastructure, payments, GRC.

DLT Infrastructure for Tier 1 CSD/ICSD

Digital asset custody and settlement infrastructure for a Tier 1 European CSD. RAG-supported DLT architecture design, tokenisation workflow, regulatory alignment (CSDR/MiCA), and integration with legacy post-trade systems. Strategy to build-ready architecture in 3 months. Team of three.

AI-driven Core Banking Transformation

RAG-supported core banking transformation for a regulated German bank. Full IRBA complexity, regulatory reporting, GRC framework buildout (DORA/MaRisk/NIS2), and remediation of outstanding BaFin audit findings — including controlling, risk data architecture, and IAM/SoD baseline. Strategy to build-ready architecture in 6 weeks. Team of four.

AI-native B2B Invoice Finance Fintech

Vibe coded instant invoice-to-payment finance for construction trades. Counterparty risk, fraud management, full KYB/KYC compliance, automated deal lifecycle. Strategic brief to live platform in six weeks. Team of four.

The team
A senior core team with strategy and systems range.
Dr. Philipp Kleine Jäger
Managing Partner
12+ years at the intersection of strategy, technology, and regulated financial infrastructure. Founder, FinTech CTO, enterprise architect, and board member across FinTechs, banks, and CSDs. Built and scaled FinTech, RegTech, and boutique advisory businesses; led institution-wide transformation programmes across corporate banking, capital markets, and digital assets in both CeFi and DeFi. Former Head of Strategy Consulting at a global technology firm. PhD in Technical Physics, Karlsruhe Institute of Technology.
Principal
Technology Strategy
12+ years in technology strategy and transformation. Physicist turned operator and boutique transformation leader across identity, enterprise platforms, and regulated-sector modernization. Built digital products and technology-driven businesses from strategy through delivery, and led architecture, agile execution, and specialist teams in complex environments. Works where board-level ambition needs hands-on technical leadership.
Principal
Capital Markets
20+ years across capital markets advisory, consulting, and investment banking. Senior financial-services leader trusted on sell-side platforms, market-structure change, and front-to-back transformation. Held senior roles across top-tier institutions and global consulting firms, combining board-level advisory credibility with deep execution in regulated-market infrastructure. Brings judgment where regulation, product strategy, and platform modernisation move together.

Lineage keeps public profiles intentionally spare. Further detail is shared in conversation.

Why Lineage
Strategy with
systems depth.

AI is changing the economics of execution. That changes what credible advice looks like.

A board should not take AI advice from firms that remain distant from the tools. We build our own AI platform and infrastructure, so our strategic judgment is tested continuously against real systems, workflows, and delivery constraints.

That is why our advice is more relevant in consequential decisions,
and why we believe the future of consulting belongs to AI-native firms.

Lineage Atlas
The highest form of expertise is the ability to render itself unnecessary.
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