Supercharge your practice with an extra worker.
Every day, Vega gets more knowledgeable about your firm, personal style, and clients. Vega syncs with your Outlook/Gmail, your Zoom/Google Meet/Teams, your CRM, and more. It also learns from your internal data and public communications (advisor communications, client deliverables, articles and blog posts, podcasts, etc.).
With your context in mind, Vega handles tasks like an associate advisor who has spent years at your side:
- Response draft to every client email directly added to your Outlook or Gmail thread
- Meeting prep, note-taking without an awkward bot, and meeting follow-up email
- Task management and CRM updates
- Content creation and financial research
Vega was co-founded by two machine learning engineers and quants from MIT. In 2020, our co-founding duo's first startup, a risk management algorithm, merged with an RIA firm. Serving as CIO and COO, and registered as advisors, our co-founders engaged with clients daily for three years. In 2022, faced with common advisor productivity challenges, they began developing Vega, the first AI Associate Advisor. By 2023, Vega was launched externally and became available to advisors across the United States and Canada.
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Industry
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Software Development
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Company size
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2-10 employees
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Headquarters
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Irvine, California
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Type
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Privately Held
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Founded
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2023
