01
Vendor pitches and technology sprawl.
Every vendor is pitching you AI. Your platforms have overlapping features, your data is disconnected, and it is hard to tell what you already own or which tools are worth paying for.
Pragmatic AI and workflow strategy for RIAs
Make room for growth by changing how work gets done.
Vedara Partners is a consulting firm focused on Registered Investment Advisors (RIAs) with $1B+ in assets under management. We help RIAs transform how work gets done by redesigning workflows, applying AI where it creates real value, and connecting technology, data, and governance. From strategy through implementation, we help RIAs increase capacity, move faster, improve client service, and scale without adding operational complexity.
Firm impact
Advisor capacity
+35%
Meeting prep
15 min
3 hrs
Tools you own
100%
ComplianceAudit-ready
The Problem
Sound familiar?
02
Your operations cannot keep up.
As the workload grows, manual steps and handoffs across teams make it harder to keep work moving and serve clients without adding complexity.
03
Regulatory and compliance headaches.
AI raises questions about client data, human review and what your firm can claim. The SEC's 2026 examination priorities say it will review firms' AI representations and policies for supervising AI use.
SEC 2026 examination priorities ↗The Path
Choose your path.
Every engagement starts with a 30-minute Intro Call. From there it depends on what your firm needs — pick the card that sounds like you.
Start here30-minute Intro Call
Why Vedara
Most firms do half of this.
| Typical strategy consultant | Typical AI vendor | Vedara | |
|---|---|---|---|
| Starts from your business goals | ✓ | ✕ | ✓ |
| Looks across your whole tech stack | partly | ✕ | ✓ |
| Builds working software | ✕ | ✓ (theirs) | ✓ (on the tools you own) |
| Tells you what not to do | rarely | ✕ | ✓ |
| Part of the fee tied to your results | rarely | rarely | ✓ |
| Stays to help it last | rarely | support only | ✓ (Partner) |
Pricing with skin in the game
We get paid when you see results.
Most vendors bill by the hour and walk away. We're the first partner in wealth management to put part of our fee on the line: a base fee for the work, and a results fee you only owe when the measures we agree on actually improve.
- Measures agreed up front — hours recovered, turnaround time, or errors
- Your starting baseline recorded before we build anything
- Results measured at the end of the agreed timeframe (usually no more than 60 days) — the gap sets our fee
Our fee, split
Base fee
Covers the build — paid to do the work on the tools you already own.
Results fee
Capped, and earned only when the numbers we agreed on move. No improvement, no results fee.
Paid on outcomes, not promises.
You know your business. We know how to transform it.
- 40+ yrs
- Combined wealth management experience
- +$3.5T
- Leadership in one of the largest asset management firms
- 100+
- Products and programs delivered
Start with a conversation
Spend 30 minutes with us to talk about your priorities, challenges, and where you want to go. We'll share how Vedara can help and identify where we can create the most value.