Why we built this

In early 2025, an advisor running a $150M RIA in Charlotte came to us with a simple request: he wanted daily audio briefings for his clients — in his own voice. At the time, nothing like it existed at scale, so we built it. We connected the data sources, wired up the AI, and delivered a working product he could use every single morning.

A few months later, he called back. His exact words were: "Clients love this. I have not lost a single client since we started, and I am actually bringing in new ones because of the briefings. Let us make it even better."

So we did. We improved the platform, added more features, and refined the experience. Today, AdvisoryBriefings is fully functional and ready for other RIAs to use — but we are honest about where we are: this is still an early-stage project.

We are a small team of developers and designers — fathers, mothers, tech geeks & students from the EU and the US — who genuinely believe in the product. We are not a big corporation with unlimited funding. We are bootstrapping this, and we are currently looking for early adopters (we hope you will be one) to help us validate the model and generate the steady income we need to finance the tech stack behind all of this. Eventually, we want to turn this into a real company.

We would love for you to try the platform and tell us what you think. We are open to suggestions, big or small. If something does not feel right, we will fix it. If you have a feature idea, we will build it. Compliance and security are our top priorities — we take them seriously because you have to. Every piece of feedback we receive gets turned into action.