About
Making AI Work for Wealth Management
Core Consulting helps advisory firms put AI to work in the places that actually matter.
Why We Started
Most advisory firms run on fragmented workflows and manual processes that haven't changed in years.
- AI is moving faster than most firms can track
- The gap between what's possible and what's deployed keeps growing
- We started Core Consulting to close that gap - without disrupting the trust-based nature of advising
How We Work
AI should make advisors better at their jobs, not replace what makes those jobs worth having.
- Identify where time is being lost
- Build systems around those friction points, stay involved until they work
- Advisors get more time for clients - that's the goal
The Six Categories We Work In
Investment Research & Portfolio Management
AI tools that surface research faster, automate summaries, and help advisors make better-informed recommendations.
Financial Planning & Client Strategy
Systems that make plan creation, scenario modeling, and personalized strategy delivery faster and more consistent.
Marketing, Branding & Growth
AI-assisted content, prospect outreach, and digital presence tools built around how advisory firms actually market themselves.
Client Relationship Management
Smarter CRM usage, automated follow-ups, and client communication that feels personal even at scale.
Meeting Notes & Documentation
Automated transcription, summary generation, and action item tracking so nothing gets lost after a client call.
Operations & Office Workflow
Back-office automation, internal reporting, and process improvements that free up time across the whole team.
Founders
Vishwa Rajan
Co-Founder, Core Consulting
- Analyst Intern, Blaylock Van LLC
- Co-Founder, Fynoptic
Naiya Patel
Co-Founder, Core Consulting
- AI Strategy Lead
- Research Lead, Fynoptic
The firms gaining ground right now aren't the biggest ones. They're the ones running on better systems. We help build those systems before the window closes.