AI-Powered Growth for Modern Wealth Management Firms
AptiSolve delivers tailored AI solutions, driving AUM growth and optimizing operations for wealth management firms.
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Our Mission
About AptiSolve
AptiSolve is an AI solutions architect agency dedicated to helping wealth management firms achieve predictable, scalable growth in Assets Under Management (AUM) while optimizing internal operations.
We don't sell one-size-fits-all software. We design tailored AI solutions around your firm's specific needs, so you only implement the technology required to solve your real-world challenges. That can mean leveraging our proven AI tools or designing and deploying custom AI infrastructure for highly specialized demands.
Built for Wealth Management
Designed specifically for RIAs and wealth management firms.
Compliance-Conscious by Design
Workflows that respect regulated environments.
Our focus is simple: help your advisors win more of the right clients, operate more efficiently, and free up time for high-value relationships.
Book A Free ConsultationPrecision AI for Peak Performance
Solutions That Scale
AI Acquisition
Hyper-personalized lead generation using the AI Cold Email Campaign Agent, AI LinkedIn Growth Engine, AI Ads Agent, and AI SDR to consistently attract qualified prospects.
Performance Optimization
Automated pipeline management with an Integrated CRM and AI Sales Call Analyzer to coach teams, improve close rates, and keep deals from slipping through the cracks.
Operational Efficiency
Streamlined client communication and workflows with the AI Website & Funnel Creator and AI Account Manager so your advisors spend less time on admin and more time with clients.
AI Infrastructure
We provide the AI infrastructure needed to drive AUM growth. Connecting your data, tools, and systems into a cohesive, scalable architecture.
AI SDR
An AI-assisted SDR layer that handles outreach, follow-ups, and qualifying conversations, so your advisors engage only with warm, high-intent prospects.
AI Analyzer
AI Sales Call Analyzer for continuous team coaching, insight extraction, and data-driven improvement across your sales and client-review conversations.
Our Promise
Why AptiSolve?
AptiSolve provides the precise AI infrastructure needed to drive AUM growth and automate key parts of your business operations without adding unnecessary complexity.
We combine AI architecture, workflow design, and advisory-focused strategy to help wealth management firms operate cleaner, faster, and more efficiently.
RIA & Wealth Focus
Deep understanding of advisor workflows, compliance needs, and AUM-driven growth.
Strategy + Implementation
We don't just recommend tools; we design, build, and help you deploy them.
Battle-Tested Playbooks
Solutions inspired by what's working across leading wealth management firms.
Our Methodology
Simple, Effective Process
AI Growth Audit
We analyze your current workflows and identify AI opportunities
Data Integration
Connect your existing tools and data sources
Tailored Design
Custom AI solutions built for your specific needs
AI Implementation
Deploy and optimize your new AI infrastructure
FAQ's
Have questions? We've got you covered. Explore our frequently asked questions to learn more about AptiSolve and our AI solutions.