Built for
your firm.
Pages built for the segment we know best. The operating layer, the AI employees, and the fixed-price builds, scoped to the kind of firm you actually run.
Breakaway RIAs
1-3 advisors who exited a wirehouse in the last 18 months. The operating layer over your custodian, CRM, and PMS so the founder isn't doing 30 hours of admin a week.
Read the pageFinancial servicesEstablished RIAs
$500M-$2B AUM, on Orion or SF FSC, with an ops team. The compliance and audit reporting layer that ends the heroics week before every SEC exam.
Read the pageFinancial servicesFamily offices
Single and multi-family offices. The reporting portal that represents your actual wealth structure, not what Orion forces you into. Flat-fee, never AUM-based.
Read the pageAdvisoryProfessional services firms
Consulting, legal, accounting, fractional execs. The deliverable pipeline that turns 50-120 partner-hours per deliverable into 8-15 hours of partner review.
Read the pageHealthcareRCM and denials
RCM consultancies and denials-management practices. The classification workflow that surfaces which 70-80% of denials are workflow failures, with appeal packets drafted.
Read the pageMore segment pages coming as our customer research deepens. Real estate investment, holding companies, technology and B2B SaaS direct, broker-dealer breakaway teams all queued.
The next engagement asks
who builds it. Have an answer.
Thirty minutes. No deck. No pitch. A real conversation about the engagement you're running, the gap you're feeling, and whether we can close it. If we can't, we'll say so.
team@inevisolutions.com