The AI team your firm
is missing.

Custom AI automations built inside your systems, by people who actually know wealth management.

Let's Talk How It Works
Your infrastructure Your workflows Built by advisors, for advisors
CRM
Custodian
Email
Calendar
Planning
Portfolio
Tax
Scheduling
Meeting
Documents
Systems disconnected Connected through Beemo
Independent RIAs & Wealth Firms
$100M–$10B+ Client AUM
40+ Firms Served in 2025

As Seen In

The Problem

You have too much technology and it's creating more work, not less.

A dozen systems that don't talk to each other. Manual work to bridge every gap. AI is nearly impossible to implement on top of the mess.

Schwab
Salesforce
Wealthbox
Excel

Q4_RMDs_FINAL_v3.xlsx

Orion
Tamarac
eMoney
Outlook
Teams
SharePoint
Calendly
Zoom

The answer isn't more software.
It's someone who connects what you already have and builds the automation layer on top of it.

The Solution

We connect your systems and automate the work.

Custom AI automations, tailored to your firm, running in your infrastructure, getting smarter over time.

+ More
Scheduled
Pulling from
Orion Salesforce eMoney Outlook

Scans calendar for upcoming meetings, pulls client data across all connected systems, and builds a personalized brief.

Delivered to
Custom Salesforce Object Client's SharePoint Folder
Configured to your sources, format, and delivery.
Real-time
Pulling from
Outlook

Categorizes every email by urgency, logs interactions to CRM, and drafts personalized replies for your review.

Delivered to
Wealthbox Note Wealthbox Task Draft in Outlook
Configured to your routing rules, tone, and approvals.
Proactive
Pulling from
Tamarac Outlook eMoney Redtail

Monitors portfolios and client data continuously, flags deadlines and anomalies, and surfaces alerts only when action is needed.

Delivered to
Teams Message Email to Advisor
Configured to your thresholds, data sources, and alerts.
Real-time
Pulling from
Zoom Salesforce Calendar

Transcribes the call, extracts action items, and drafts a follow-up email with meeting summary.

Delivered to
Salesforce Meeting Note Salesforce Tasks Draft Email in Outlook
Configured to your summary format, follow-up rules, and retention.
Scheduled
Pulling from
Redtail Schwab DocuSign Outlook

Creates welcome packet, collects signed documents, extracts client data, and populates it across your systems.

Delivered to
Redtail Tasks Welcome Email in Outlook Box Client Folder
Configured to your compliance checklist, documents, and templates.

There's no dashboard. No new tool to learn. The work just shows up where your team already lives. Your team doesn't adapt to Beemo. Beemo adapts to them.

The Experience

It doesn't feel like software.
It feels like leverage.

We're not a product you buy. We're a team you hire. We sit with your people, learn your workflows, and build automations that run quietly inside the tools you already use.

Feedback in the morning. Shipped by afternoon.

We move at the speed of an in-house team, without the overhead of hiring one. No ticketing systems, no 6-week roadmaps. Just fast iteration on what your firm actually needs.

After a few months, your team forgets we're there.

That's the point. The busywork disappears, capacity opens up, and your people focus on what they were hired to do: serving clients.

Our Process

How It Works

01

We learn your firm.

We start with your people, your tech stack, and your workflows. Every firm runs differently. We need to understand yours first.

02

We build and deploy.

Custom automations, built for your workflows and running inside your infrastructure. Nothing leaves your environment.

03

We iterate. Fast.

When you have feedback, we ship changes the same day. The speed of an in-house team without actually hiring one.

04

It compounds.

Every automation we build learns your firm better. Month two is faster than month one. By month six, we're building things you haven't even asked for yet.

Security & Compliance

Your data. Your infrastructure.
Period.

Everything runs inside your firm's own environment. No third-party platform storing your client data. No new vendor due diligence. No security review that takes six months.

"When the AI runs inside your walls, the conversation changes from 'is this allowed?' to 'what else can we automate?'"

Runs in Your Environment
Client PII never leaves your walls
Deploys on your Azure, AWS, or GCP
Fully isolated between firms
Human-supervised, no black boxes
Compliance audit trails
No new vendor due diligence required

Our Story

Built by people who've
been in your seat.

"I was a financial advisor at a wirehouse and an independent RIA. I lived the problems. Then I became a data scientist and saw that the tech was making things worse, not better. Beemo exists because I couldn't find the thing I needed, so we built it."

— Ben Olsen, Founder
2024

Beemo founded. Started building AI automations for RIAs out of firsthand frustration with the tools advisors were stuck using.

2025

Spoke with 200+ firms across the independent channel. Built bespoke solutions for 40+ of them, from solo advisors to firms managing tens of billions.

2026

Taking everything we've learned to more firms. What works, what doesn't, and how to move the needle without breaking compliance.

Integrations

We plug into the tools you already use.

These are some of the most common tools across our clients. Don't see yours? That's the point. We build custom integrations for whatever your firm runs on.

CRM
Custodian
Portfolio & Planning
Productivity

This is what's been missing.

You've seen the generic AI tools. You've sat through the demos. You know your firm needs this, but nothing out there is built for how you actually work.

Beemo is.

We work with a limited number of firms at a time to ensure every engagement gets the attention it deserves.