Skip to content
Contact Us

Grow assets and deepen every relationship.

Clients choose an advisor they trust. We help the right ones find you, see what makes you different and stay for the long run.

Get Started Schedule a Call
A few ways we support your firm
AI Workflows & Automations Client review prep and follow-ups, drafted for advisors to approve Web + Brand Website design A site that makes prospects feel they’ve found the right advisor Growth Growth diagnostic Where referrals stall before a first meeting

Problems we solve for wealth management.

  1. Referrals stall before a first meeting How we solve itEvery client and center-of-influence referral is tracked in your CRM and followed up promptly, through to a decision.Revenue system
  2. Prospects can’t tell your firm apart How we solve itPositioning only your firm can claim, carried through the site, the pitch book and every advisor bio.Brand identity
  3. Prospects can’t find the right advisor on your site How we solve itAdvisor bios prospects can filter by specialty, with scheduling built in.Website design
  4. Review prep takes advisors away from clients How we solve itReview prep, meeting notes and follow-ups drafted by AI from your records, and approved by the advisor.Workflows & Automations
  5. The next generation engages differently How we solve itContent, events and digital touchpoints built for heirs and younger clients, so they get to know your firm on their terms.Campaigns & lead generation
Built to your requirements

Compliance review built in by default.

We build to your requirements from day one and work within your review and approval workflow, not around it.

Your review process, built inPages, campaigns and AI output route to your reviewers and go out once they approve them.
A record of every changeWorkflows log what ran, when and who approved it, and send each approved piece to the archiving system your firm already uses.
Rules your compliance team setsAI works from your approved language and policies, with access by role.
Hosting your IT team can reviewSecurity monitoring, daily backups kept 30 days, and updates tested on staging first.
Review trail
New client proposal
  1. Prepared from discovery notesProposal workflow Mon 8:40 AM
  2. Reviewed and tailoredLead advisor Mon 1:15 PM
  3. Compliance reviewChief compliance officer Tue 10:20 AM
  4. Sent to the prospect, copy to your archiveLead advisor Tue 10:45 AM
Why Finovo

Fluent in how advisory firms grow.

AUM growth, referrals and centers of influence, client reviews, compliance review and recordkeeping are the everyday terms of our work.

IndependentNobody pays us to recommend a platform. We recommend what fits.
Enterprise value is the scoreboardWe judge our work by the value it creates for your firm.
You own everything we buildWe earn the next engagement instead of locking you in.

Companies that have trusted us.

Lone Pine CapitalGoldman SachsChaseBetterment for AdvisorsVaynerXSageViewCARFCUOrcosa
Questions

What financial firms ask before the first call.

Yes. We find new ways to engage your clients and centers of influence, from client events and educational content to personal, well-timed touchpoints, so your firm is the first name that comes up.

Review prep and meeting follow-ups are drafted from your records and approved language, and the advisor approves each one before it goes to the client.

Yes. We build a site that shows what makes your firm different, earns trust quickly and turns visitors into first meetings, with compliance review built in.

We build a compliance review step into anything that goes out, by default. Pages, campaigns and AI output route to your reviewers and carry the disclosures they specify. If your firm works differently, we set it up your way.

Whichever fits your firm: a ready-made platform like Anthropic’s Claude Team, OpenAI’s ChatGPT Business or Microsoft 365 Copilot, or a custom layer we build on Dust, Langdock or Glean.

No. We work in the CRM you have, or set up HubSpot, Salesforce or Microsoft Dynamics 365 if you need one, and recommend a switch only when yours can’t do the job. You own the setup, workflows, dashboards and documentation.

You do: the site, the content, the CRM setup and the workflows. Hosting with us is optional.

Let's get to work

Where should your firm grow next?

A short call tells us which mix of growth, web and AI work fits your firm, and what it would take.

Get Started Schedule a Call
Get Started