Overview
Whether you manage $50M or $50B, CoraWealth adapts to your firm’s scale, workflow, and compliance requirements. Find the path that fits how your practice actually works.
Independent RIAs Solo advisors to ensembles · <$1B AUM
Spend less time on paperwork. More time on clients. A full front-office automation, pre-built custodian integrations, and compliance built in from day one – live in 2–4 weeks.
RIA Ensembles & Groups Multi-advisor practices · $1B–$10B AUM
Scale your practice without adding headcount. Shared client intelligence, multi-advisor seat management, and consistent proposal quality across your entire team.
Broker-Dealers & TAMPs Institutional platforms · >$10B AUM
Deploy AI across your entire advisor network. White-labeled, on-prem-capable, and built for the security and governance institutional deployments require.
No matter your firm’s size, every CoraWealth deployment runs on the same foundation — six connected AI agents handling everything from client conversation to compliance-reviewed proposal, built on infrastructure designed for the institutional requirements of wealth management from the start.
Book a live demo and we’ll walk you through the full advisor journey — from first client conversation to signed, compliant proposal — in 30 minutes.
