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Meet Vega, your AI Associate Advisor.

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 (website, client deliverables, articles and blog posts, podcasts, etc.).

With your context in mind, Vega handles tasks like an associate advisor who's 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, & meeting follow-up email
- Task management & CRM updates
- Content creation & financial research

Vega was co-founded by two machine learning engineers from MIT. In 2020, our co-founding duo's first startup merged with an RIA firm. Serving as CIO and COO, and registered as advisors, they engaged with clients daily for 3 years. Faced with common advisor productivity challenges, they launched Vega in 2023.