Pelagos

Grow the firm, not the headcount.

Managed AI growth agents for wealth management
and financial advisory firms.

Talk to our team

  1. Acquire

    Generate new prospects for your firm.

  2. Qualify

    Understand a prospect's assets before an advisor calls.

  3. Comply

    Approval workflows and activity logs for your agents.

  4. Soon

    Onboard

    Collect the documents new clients need to provide.

  5. Soon

    Expand

    Find clients with held-away assets and a plan to win them.