What we do

AI and technology consulting for RIAs, from strategy through deployment

Vedara Partners helps RIAs transform how work gets done: redesigning workflows, applying AI where it creates real value, and connecting technology, data, and governance.

Modern wealth management workspace with AI-driven workflow analytics

Start Here

30-minute intro call.

Before we meet, we'll ask you to complete a brief questionnaire about your firm, its technology and data, and how you're using AI today. This will help our team prepare for the meeting and ensure that we get the most out of our 30 minutes together.

Approximately 2 days following our call, we'll send a follow-up email with a summary of our conversation and a recommendation on next steps if that's where the conversation lands.

We will be recording the call with AI to ensure we don't miss any details. Please notify us before the meeting if you do not want it recorded.

Schedule an Intro Call

Choose Your Path

Four ways we can help.

Assess

“We need a roadmap and a sanity check.”

AI and Technology Assessment

A clear picture of where you are, where AI will pay off, and what to skip.

2–6 weeks · Scoped fee

Includes a working prototype of your top opportunity.

Build

“We want a specific workflow automated.”

Build Sprint

We build the one workflow worth building first, on the tools you already own.

4–8 weeks

Base fee, plus a results fee when the statement of work calls for one. Add Partner support after launch.

Lead

“We need ongoing technology leadership.”

Fractional AI CTO

Senior AI and technology leadership, part time, shaped around what your firm needs.

Monthly · Weekly leadership meetings

Weekly time with your C-suite, plus reporting to your CCO or board. Monthly retainer.

Tailor

“None of these quite fit.”

Tailored Engagement

A customized path across assessment, build and ongoing support, shaped around your priorities.

Scope and timeline agreed together

Pricing designed around the work and measurable outcomes.

Also available

Partner

Ongoing support and oversight for the workflows we build, so they keep working and keep improving.

Ongoing · Cadence we agree on

At least a monthly touchpoint; some firms only need a quarterly review.

Our team is experienced across all the frontier models