The AI operations team for wealth management firms.
Regulus works directly with independent RIA principals to figure out where AI fits in their operation, build the systems, and keep them running. We’re not a software company or a consulting firm. We’re a team of AI experts committed to delivering excellence for our partners in wealth management.
Meet The Founder
I hold a bachelor’s in computer science from a top-10 CS program and spent the last few years building and scaling AI-driven businesses, most recently growing an agency from 2 to 15 people in six months using AI workflows and automation.
Regulus exists because the RIA space has a specific problem: manual, repetitive admin work eats into advisor hours and stops firms from growing. The software tools built to solve that problem are scattered and disconnected, making things even worse. I saw an opportunity to build something that solved it for good.
The systems we build are informed by the strategies used at some of the largest firms in the country. My father spent years building enterprise software for Edward Jones, one of the largest financial firms in the U.S. I’ve seen firsthand what it takes to build technology that wealth management firms actually trust and use at scale.
We’re not a big agency. I know every client by name. When something breaks, you call me.
How We’re Different
We're a partner, not a vendor
We don't sell you software and disappear. We learn your firm, build around your actual workflows, train your team, and stay involved as AI evolves.
We build for fiduciaries
SOC 2 compliant database, SEC-ready workflows, audit trails built in. Compliance isn't an afterthought, it's the foundation.
You own everything
The system, the data, the workflows. No lock-in, no annual contract. Export everything at any time. If you want to walk away, your systems keep working.