CompanyTypes
Independent, small-scale Registered Investment Advisors providing fee-only financial planning and personalized asset management primarily for local high-net-worth individuals and families. Typical size: Micro (1-9 employees). Installed base: [object Object], [object Object], [object Object].
How AGI delivers it
Encode how your work runs, once, as software that executes itself.
For Solo & Micro-Practice RIA, encode how your work runs, once, as software that executes itself.
Hire a digital employee that does the job under earned, supervised autonomy.
For Solo & Micro-Practice RIA, hire a digital employee that does the job under earned, supervised autonomy.
Get the professional outcome delivered as software, priced on results, not headcount.
For Solo & Micro-Practice RIA, get the professional outcome delivered as software, priced on results, not headcount.
Give your tools an agent-consumable surface (API / MCP / SDK) so agents can do the work.
For Solo & Micro-Practice RIA, give your tools an agent-consumable surface (API / MCP / SDK) so agents can do the work.
Value flow