Trusted by wealth management firms across the Southeast
AI servicesfor the firms thatcan’t afford to wait.
We build and deploy AI systems for wealth management firms.
- Practical work - no theoretical frameworks
- Most clients see measurable results within 90 days
What We Do
Workflow Automation & Integration
We replace manual work with systems that run quietly in the background.
- Meeting notes, follow-up emails, onboarding checklists
- Internal reports automated from your CRM data
- Most clients recover 20%+ of operational hours within 90 days
AI Strategy & Advisory
Before we touch a single tool, we audit how your firm actually operates.
- Identify the 2-3 places where AI creates real, measurable impact
- Most firms waste money by skipping straight to implementation
- Strategy first, tools second
End-to-End AI Implementation
From the initial audit to full deployment.
- Assess workflows, select tools, build systems
- CRM, research, client reporting, back-office operations
- No tool bloat, no guesswork
7 more services available
View All ServicesDon't take our word for it.
Firms managing over a billion dollars in assets trust Core Consulting.
“Honestly I was skeptical at first. We had tried a few AI tools before and they never really stuck. Vishwa came in, actually learned how we operated, and built something that fit. Our team uses it every day now without thinking about it.”
CEO, Wealth Management Firm
“What stood out was that he wasn't just handing us a list of tools. He understood what was slowing us down and fixed it. Client reporting used to eat up half our week. It doesn't anymore.”
Senior Advisor, Independent RIA
“We're a small team so every hour matters. The systems he put in place gave us capacity we didn't have before. It genuinely felt like adding a staff member without the overhead.”
Principal, Independent Advisory
“Young, sharp, and surprisingly easy to work with. He didn't overcomplicate anything. Came in with a clear plan, executed it, and checked in regularly. Would bring him back without hesitation.”
Director of Operations, Advisory Firm
“We were hesitant about AI. We had seen other firms implement tools that nobody actually used. Core Consulting took a completely different approach. They spent time understanding how we work before suggesting anything.”
Managing Partner, Regional RIA
“The reporting time savings alone paid for the engagement in the first month. Everything after that has been pure operational upside.”
COO, Independent RIA
“Honestly I was skeptical at first. We had tried a few AI tools before and they never really stuck. Vishwa came in, actually learned how we operated, and built something that fit. Our team uses it every day now without thinking about it.”
CEO, Wealth Management Firm
“What stood out was that he wasn't just handing us a list of tools. He understood what was slowing us down and fixed it. Client reporting used to eat up half our week. It doesn't anymore.”
Senior Advisor, Independent RIA
“We're a small team so every hour matters. The systems he put in place gave us capacity we didn't have before. It genuinely felt like adding a staff member without the overhead.”
Principal, Independent Advisory
“Young, sharp, and surprisingly easy to work with. He didn't overcomplicate anything. Came in with a clear plan, executed it, and checked in regularly. Would bring him back without hesitation.”
Director of Operations, Advisory Firm
“We were hesitant about AI. We had seen other firms implement tools that nobody actually used. Core Consulting took a completely different approach. They spent time understanding how we work before suggesting anything.”
Managing Partner, Regional RIA
“The reporting time savings alone paid for the engagement in the first month. Everything after that has been pure operational upside.”
COO, Independent RIA
Build something that actually works.
We take on a limited number of firms each quarter and stay closely involved throughout.