AI consultant Application builder Trainer Serial entrepreneur

Alexander Zervakos

I build AI for work that can’t afford to be wrong.

For 27 years I’ve run companies where accuracy is the product: SEC filings, medical billing and, most recently, AI for mental health care. Now I design AI applications and agent teams for finance, healthcare and law, and I train the people who use them.

Contact Alex See the work
Since 1999
Founder and CEO, SECUREX Filings
Since 2018
Co-founder, Codex Medical Billing
2024 to 2026
Co-founder and CEO, Theryo
Alexander Zervakos, smiling, in a dark jacket

Podcast conversations

Domains of expertise

I learned AI on top of decades in regulated work.

The companies I’ve built taught me where errors hide, who signs off and what an auditor asks for. That’s the knowledge an AI system needs before it’s useful.

  1. 01Since 1999

    Finance and SEC disclosure

    I founded SECUREX Filings in 1999 and still lead it. We prepare and file SEC disclosure for public companies, investment firms and mutual funds, and Marketforms, a Section 16 compliance SaaS, puts insider filings online.

    • EDGAR
    • Inline XBRL
    • Section 16
    • 13F and N-PX
    • Shareholder reports

  2. 02Since 2018

    Healthcare operations

    I co-founded Codex Medical Billing in 2018 to run the revenue cycle for medical practices: coding, claims, denials, follow-up and provider credentialing, all of it work that runs under HIPAA.

    • Revenue cycle
    • Credentialing
    • HIPAA
    • Payer rules

  3. 032024 to 2026

    AI in mental health

    At Theryo, my co-founder and I built an AI platform for therapists and their clients, with privacy and clinical review designed in from the start.

    • Human in the loop
    • Client journaling
    • Session notes
    • Privacy by design

  4. 04Now

    AI engineering and agents

    I design and build AI applications, automations and agent teams with Cardinal Stacks and AI Persona. Prompting, skills and AI coding are part of my daily work.

    • Agent teams
    • Automations
    • AI coding
    • Prompt systems

Current focus

AI that does the prep, so people can make the call.

Everything I build follows the rule we set at Theryo: the AI drafts, a person decides. In finance, healthcare and law a confident wrong answer costs money or trust, so the system has to show its work and ask before it acts.

Talk about your project

  1. Agent teams

    Kodee is the agent system I’m building: an AI chief of staff that plans the day with you and hands work to department agents for finance, marketing and operations. They flag, draft and ask. Nothing is sent, paid or published without a person.

  2. Koda

    The multi agent chief of staff system my team and I built at AI Persona, and the one I run my own work through every day. One front door assistant routes work to specialist agents, and every task is checked against a live source before it counts as done.

  3. AI implementation for regulated teams

    Setting up the tools, writing the rules for what data goes in, building the automations, and training the people who use them, so the work holds up when someone reviews it.

Selected AI work

What I’ve built, and what each one taught me.

Mental health 2024 to 2026

Theryo: an AI partner for therapy, with the therapist in charge

The problem
A client spends about one hour a week with a therapist and the other 167 living their life. Most of what matters happens in those hours, and much of it is forgotten by the next session.
What we built
A client app for daily journaling and weekly reflections, and a provider dashboard with session notes, care plans and mood trends. The AI drafts. Nothing enters the clinical record until the therapist approves it.
Where it is now
The platform and its intellectual property are being donated to the research community, where researchers and future clinicians can keep developing it.
Visit theryo.ai

Weekly reflectionShared with your therapist

Your week, in your words

What went wellYou named a hard feeling out loud and stayed with it.
What was hardTwo late nights after work calls. You wrote that sleep slipped.
Worth raising in sessionThe pattern on Sunday evenings.

DraftTherapist reviews before anything is saved

Illustration written for this page. No client data.

Finance

A compliance portal for mutual fund SEC compliance and disclosure

Through SECUREX, I built a compliance portal for mutual fund SEC compliance and disclosure. It centralizes prospectuses, shareholder reports, financial statements, N-PORT filings and proxy voting records, with secure, role-based access and a full audit trail of every change.

That same solution includes Simpliprint, a public company print management SaaS application for regulatory compliance and disclosure requirements.

What it taught me: in compliance software, the archive and the audit trail matter as much as the new feature.

Legal Ongoing

AI applications for attorneys

I build AI assistants and workflows for attorneys and law firms, from research and drafting help that has to cite its sources, to making sure a firm shows up when people ask an AI tool for a lawyer. The attorney reviews every output before it’s used.

What it taught me: a lawyer can’t use an answer they can’t trace back to a source.

Education Family

Teaching kids to use AI responsibly

A few years ago my business partner and I put together a course for our own kids, including my son Evan, and a few of their friends. We taught them how to prompt, build an AI persona, push back on an answer and fact check it. The rule that stuck: use AI to learn, and keep the work your own.

What it taught me: if AI is going to shape their future, kids need to understand it early.

Agentic AI 2026

An AI chief of staff with a team behind it

Kodee pairs a chief of staff agent with department agents for finance, marketing, operations and support. Each one drafts and asks before anything leaves the building, and a short morning brief tells you what needs your decision.

What it taught me: agents earn trust by asking good questions at the right moment.

Same request. Three setups.

This is how I train teams in regulated work. Scroll to fill in the instructions and watch the answer change. The fund, files and replies are a written illustration.

  1. No setup
  2. Custom instructions
  3. Instructions plus source files

Custom instructions, saved once

  • I work in your rolecompliance at a mutual fund.
  • I prepare your workannual and semi annual shareholder reports.
  • Write for your readerour board and fund counsel: precise and brief.
  • Never invent figures, dates or rule citations. If something’s missing, flag it.
  • Mark anything that needs a sign off as your markerCONFIRM
Source filessemiannual-draft.pdfprior-annual-report.pdfboard-memo-style.docx

Draft a short note to the board on what changed in this period’s shareholder report.

No setup

Dear Board Members, I am pleased to share an update on our latest shareholder report. This report reflects our continued commitment to transparency and to delivering value for our shareholders. Several updates have been made to improve clarity. Please let me know if you have any questions.

Illustration. The fund, files and replies were written for this page to show the difference setup makes. A person still reviews the final note.

AI in mental health

Keep the therapist in therapy.

The care I believe in puts a smart layer around the relationship between a therapist and a client. The client lives the week and reflects. The AI remembers and notices patterns. The therapist brings judgment, experience and responsibility for care, and decides what matters.

The field is starting to move this way. In an FDA pilot I wrote about recently, an AI voice agent delivers structured CBT sessions while a licensed clinician stays responsible for the patient, reviews the sessions and steps in when needed. I think that split is right.

“The therapy session should not have to start from scratch every seven days.”

  1. TherapistJudgment, the relationship, responsibility for care
  2. ClientLives the week, reflects, chooses what to share
  3. AIRemembers, notices patterns, organizes context
A three way partnership. The therapist stays in charge of care. AI supports the work between sessions and never replaces it.

The journey

A long run of building companies.

I started out as an accountant in Montreal. Every company since has been about getting detailed, regulated work right, and AI is the newest tool for that.

  1. Start

    Accountant, Montreal

    Numbers first. It’s still how I read a business.

  2. 1999

    Founded SECUREX Filings

    SEC disclosure and EDGAR filing in Denver. I still lead it.

  3. 2010

    Co-founded Marketforms

    Section 16 SEC compliance software for insider Forms 3, 4 and 5.

  4. 2018

    Co-founded Codex Medical Billing

    Revenue cycle management and credentialing for medical practices.

  5. 2023

    AI goes to work

    Taught a group of kids to use AI responsibly.

  6. 2024

    Co-founded Theryo

    AI for therapists and their clients. I served as CEO.

  7. 2025

    On the record about AI and mental health

    Guest on The AI Grapple and Are We Happy Yet?

  8. Now

    Agents, applications and training

    Cardinal Stacks, AI Persona, Koda and Kodee, with Theryo’s platform moving to research.

Alexander Zervakos, smiling, in a dark jacket

Speaking and training

Now booking talks and team trainings.

Keynotes, workshops, executive briefings and hands-on trainings on AI for work that has to be right. Every session is built around your audience and ends with something people can use the next morning.

Topics

  • AI where mistakes are expensive. Using AI in finance, healthcare and law, with review built in.
  • Keep the therapist in therapy. How AI can support mental health care without replacing the human relationship.
  • Raising kids who use AI well. What to teach first: prompting, pushing back, fact checking and keeping the work their own.
  • Agent teams with a person in charge. What to automate, what to keep, and how to design the approval step.

Podcast conversations

Ask about a date

Share your date, location or virtual format, audience and what you want people to leave with.

Ventures

Companies I founded, co-founded or build, across SEC compliance, healthcare and AI.

  • SECUREX Filings

    SEC disclosure and EDGAR filing for public companies, investment firms and mutual funds.

    Founder and CEO, since 1999

  • Marketforms

    Section 16 SEC compliance SaaS for insider Forms 3, 4 and 5.

    Co-founder, since 2010

  • Codex Medical Billing

    Revenue cycle management for medical practices: coding, claims, denials and credentialing.

    Co-founder, since 2018

  • ProveMD

    SaaS platform for managing medical provider credentialing.

    Founder

  • Theryo

    AI platform for therapists and their clients. The platform and its IP are being donated to the research community.

    Co-founder and CEO, 2024 to 2026

  • AI Persona

    AI consulting and implementation: finding the AI work that pays off, then building it.

  • Cardinal Stacks

    Senior software studio that builds new applications and rescues ones built fast with AI tools.

    Co-founder

  • Koda

    A multi agent chief of staff system my team and I built at AI Persona. One assistant routes work to specialist agents.

    Builder, with my team

  • Kodee

    An AI chief of staff that runs a team of department agents, with a person approving what goes out.

    Builder, in development

Certified AI Persona Consultant

Credential in AI persona design and implementation.

Recent notes on AI

I write on LinkedIn about AI in mental health, regulated work and AI adoption.

Follow along on LinkedIn, Facebook and X.

Alexander Zervakos smiling in a blue shirt

About

About Alexander

Alex Zervakos grew up in Montreal and started his career as an accountant. In 1999 he founded SECUREX Filings in Denver, and he still leads it. He went on to co-found Marketforms, Codex Medical Billing, Theryo and Cardinal Stacks, and he founded ProveMD.

Today his work centers on AI for regulated fields. At AI Persona he and his team build AI applications, automations and agent teams, including the Koda chief of staff system, and he trains the teams that use them. He is a Certified AI Persona Consultant.

  1. 1999 to nowFounder and CEO, SECUREX Filings
  2. 2018 to nowCo-founder, Codex Medical Billing
  3. 2024 to 2026Co-founder and CEO, Theryo
  4. NowCo-founder, Cardinal Stacks
Cover of The AI Prompting Starter Guide by Alexander Zervakos

Free guide

The AI Prompting Starter Guide

A free, fourteen page PDF on setting up ChatGPT, Claude, Gemini or Copilot so it knows your work, a reusable prompt pattern, and templates to copy.

  1. Give your AI a job descriptionp. 3
  2. The prompt patternp. 5
  3. Standing context: projects and filesp. 6
  4. Turn repeat work into skillsp. 7
  5. Eight fixes for a weak answerp. 8
  6. Templates to copy, and your first weekp. 11
Get the free guide

Questions people ask

Short answers. If yours isn’t here, bring it to a call.

Who is Alexander Zervakos?

Alexander Zervakos is a serial entrepreneur, AI consultant, trainer and AI application builder in Denver, Colorado. He founded SECUREX Filings, an SEC disclosure and EDGAR filing company, in 1999 and still leads it. He co-founded Codex Medical Billing in 2018 and Theryo, an AI platform for therapists and their clients, in 2024. Today he builds AI applications and agent teams for finance, healthcare, mental health and law through AI Persona and Cardinal Stacks.

What kind of AI work does Alex do?

Three kinds. Implementation: setting up AI tools, data rules and automations inside a team. Applications: custom AI software, such as a compliance portal for mutual fund SEC compliance or Theryo for therapists. Agents: teams of AI agents that do the prep work and hand decisions to a person, like the Kodee chief of staff.

Why does regulated work matter so much to how he builds?

Because he has run companies where a wrong number or a missed deadline has real consequences: SEC filings since 1999 and medical billing since 2018. Every AI system he designs drafts, flags and asks, and a qualified person approves what matters.

What is his view on AI in mental health?

AI should support the relationship between a therapist and a client. It can help a client reflect between sessions, remember what happened and notice patterns, while the therapist keeps the judgment, the relationship and the responsibility for care. Theryo was built on that idea.

Can I book Alex to speak or train a team?

Yes. He is booking keynotes, workshops, executive briefings and team trainings on AI in regulated work, AI in mental health care, teaching kids to use AI responsibly and agent teams. Share your date, format and audience at meet-alex.com.

Where should I start?

Contact Alex for a short call and bring the work you want AI to help with. If you want to learn on your own first, the free AI Prompting Starter Guide is a good place to begin.

Let’s build AI your team can trust.

A project, a talk or training for your team, or a second opinion on an AI plan. Start with a short conversation.

Contact Alex See the work