Beemo Automation
Beemo Automation builds custom AI automation layers inside wealth management firms' existing technology stacks, connecting systems like Schwab, Salesforce, Orion, and Outlook to eliminate manual data entry and streamline operations. The company's team of former advisors designs automations for meeting prep, email triage, portfolio monitoring, and client onboarding, deployed within each client's own Azure cloud environment. Its Automation Blueprint service maps a firm's workflows and delivers a prioritized roadmap, with most clients continuing into ongoing retainer-based automation management.
- Artificial Intelligence
- Financial Technology
- Enterprise Software
- AI Agents
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Wealth management firms rely on disconnected systems—CRMs, custodians, email, calendars, and planning tools—that force advisors and operations teams to manually transfer data and re-enter information. This fragmentation leads to lost time, data errors, missed deadlines, and inconsistent client service, especially as firms scale across multiple offices and compliance layers.
Solution
Beemo Automation builds custom AI automations directly inside a firm's existing infrastructure, connecting tools like Schwab, Salesforce, Wealthbox, Orion, Tamarac, eMoney, Outlook, and Teams. The company's team, composed of former advisors turned technologists, designs and manages automation layers that handle tasks such as generating pre-meeting client briefs, categorizing emails by urgency, monitoring portfolios for anomalies, transcribing calls, and populating client data across systems. Beemo's Automation Blueprint service maps a firm's ecosystem, interviews stakeholders, traces workflows, and delivers a prioritized Now/Next/Later roadmap ranked by effort and value. The automations run in real time, proactively flagging deadlines and surfacing alerts only when action is needed, while integrating with existing workflows rather than requiring new software adoption. Each client's AI systems are deployed inside their own cloud environment, so the firm owns the infrastructure outright while Beemo builds and operates it for them.
Target Audience
Independent RIAs and wealth management firms with $250M to $30B+ in client AUM, particularly those with complex tech stacks, multiple custodians, or multi-office operations that need to streamline client service, planning, compliance, and operational workflows.
Features
- Custom AI automation layer built on top of existing systems including Schwab, Salesforce, Wealthbox, Orion, Tamarac, eMoney, Outlook, Teams, SharePoint, Calendly, Zoom, Redtail, and DocuSign
- Automated meeting preparation that scans calendars, pulls client data across connected systems, and delivers personalized briefs to custom Salesforce objects or SharePoint folders
- Real-time email categorization that logs interactions to CRM and drafts personalized replies for advisor review
- Proactive portfolio monitoring that flags deadlines and anomalies across Tamarac, Outlook, eMoney, and Redtail, surfacing alerts via Teams or email only when action is needed
- Call transcription and action-item extraction with automated follow-up email drafting
- Client onboarding automation that creates welcome packets, collects signed documents via DocuSign, and populates extracted data across all connected systems
- Automation Blueprint service including tech stack schematic, workflow gap analysis, and prioritized automation roadmap with specific projects sequenced by dependencies
- Systems deployed within each client's own Azure cloud environment, using AI Foundry, Copilot Studio, and Azure integration services with enterprise-grade identity and governance controls