Beemo Automation provides custom AI automations for independent wealth management firms, connecting existing systems like CRMs, custodians, and calendars to eliminate manual data entry and workflow gaps. The company offers an Automation Blueprint service that maps a firm's tech stack and processes to deliver a prioritized automation roadmap, with engagements starting at $9,500. Beemo's solutions include automated meeting briefs, email categorization, and client onboarding workflows built by former advisors.
Funding
Funding not disclosed
Founders
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.
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