Making AI Work for Wealth Management
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.