Helping RIAs deliver excellence at scale.
AI is changing how wealth management firms operate. We help RIAs connect their tools, data, and workflows with AI, building agents that handle the busywork so advisors can spend more time on clients and growth.
Experts in the tools you already use
Your tools work.
They just don’t work together.
Redtail holds your contacts. Schwab holds your assets. eMoney holds your plans. Your team holds it all together. That takes time, and it means your firm’s growth is limited by how many hours your people have in a day.
Regulus sits in the middle as your AI operations partner. We connect your tools and build AI workflows that handle the repetitive operational work, freeing up your team to focus on client relationships and growth.
We’re an affordable way for boutique firms to build a real technological advantage, with the guardrails that SEC-regulated firms actually need.
Meeting Briefs
Compliance Docs
Data Sync
What life looks like
with Regulus
Regulus keeps moving on accounts, inboxes, portfolios, and paperwork. The firm runs smoother, you get your time back. Our team reviews the system every week, so nothing breaks or slips through the cracks.
Illustrative activity stream — representative of a production Regulus deployment.
Grow without the growing pains
Take on new clients without hiring new staff or burning out your team.
Less busywork, more client time
The repetitive stuff that eats your week gets handled automatically, so advisors can focus on relationships.
AI that won't get you in trouble
Everything is built with SEC compliance in mind, so you get the upside of AI without the risk.
A firm that runs without you in the middle
Things move forward even when you're out of the office, on vacation, or just having a slow Monday.
Committed to quality and reliability at every step
Regulus is built by a group of advisors, operators, and engineers who are committed to delivering excellence for our partners. We don’t ship anything that falls short of what your clients deserve.
High-quality infrastructure
Data systems designed right, with development and testing cycles that catch problems before your clients ever see them.
Nothing sloppy ships
Every AI output is reviewed against your standards before it reaches a human inbox.
Built for regulated work
Security, compliance, and audit trails are built in from day one, not bolted on after the fact.
We've run the floor
Years of professional client service inform everything we ship. We know the level of quality your clients expect.
95%+ client retention
Meet the team“We’re not here to automate everything at the expense of client experience, or to ship AI slop.
Abhi Das, Founder
We’re here to make your firm faster and more efficient, while keeping excellence in client delivery as the number one priority.”
Pick your starting point
Every firm is different. Some want to talk it through first. Some want a plan. Some want it done. Here’s how to start, based on where you are.
Strategy Call
Free
15–30 minute conversation about your firm, your tools, and whether AI makes sense right now. No pitch, no obligation.
- Walk through your current tech stack
- Identify your highest-value automation opportunities
- Get honest advice, not a sales pitch
For firms that want to explore before committing anything.
Data Warehouse Setup
RECOMMENDED$1,500
We provision a SOC 2-compliant data warehouse, wire your CRM, custodian, planning software, and email into it, and connect Claude with your CCO signed off in just 5 business days.
- Dedicated SOC 2 warehouse with audit log on every record
- CRM, custodian, planning, and email connected
- Claude Desktop wired in with vendor packet and CCO sign-off
For firms ready to put Claude to work on their real data.
AI Blueprint Sprint
$2,500
48 hours. 2.5 hours of your time. You get a firm-specific AI playbook: what's safe, what's not, where to start.
- Custom AI roadmap built for your firm
- Risk assessment for every recommendation
- Clear first steps your team can act on immediately
For firms exploring AI who need a plan before they move.