Ariath
Ariath provides a governed AI platform for wealth management firms, connecting CRM, custodian, and planning tools so AI can operate with full client context while maintaining firm control. The platform automates meeting preparation, follow-up emails, and record updates at the firm level, with configurable data protection and audit controls scoped to each workflow. It is built around each firm's specific systems and processes, with integration expertise proven at Fortune 10 scale.
- Financial Technology
- Artificial Intelligence
- AI Agents
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Financial advisory firms struggle with fragmented client data spread across CRMs, custodians, and planning tools. Advisors are already using AI tools but without integrated data they operate blind, missing efficiency benefits and potentially creating compliance and reputational risks. Manual workflows for meeting preparation, follow-up emails, and record updates consume advisor time that could be spent on client-facing activities.
Solution
Ariath provides a governed AI platform that connects CRM, custodian, and planning tools into a unified thread, enabling AI to work from a comprehensive client view while keeping firms in control. The platform automates meeting preparation, follow-up emails, and record updates at the firm level, giving every advisor the same capacity lift. Configurable data protection and audit controls are scoped to each workflow, ensuring sensitive information is governed by the firm's own policies. Ariath is built around the way each firm operates, tailoring onboarding, meeting prep, and proposals to the firm's specific CRM, custodian, and processes.
Target Audience
Primary customers are registered investment advisors (RIAs) and mid-market wealth management firms that need to connect CRM, custodial, and planning systems while maintaining compliance, auditability, and governance over AI adoption.
Features
- Real-time bi-directional sync across CRM, custodian, and planning tools with field-level mapping
- Automated meeting prep, follow-up emails, and record updates moving from manual to autopilot
- Configurable data redaction and audit logging scoped to each workflow
- Permission-based access controls and private, tenant-specific architecture
- AI-assisted integration design with deterministic, auditable workflow execution
- Pre-built financial connectors and visual workflow builder for rapid deployment
- Integration expertise proven at Fortune 10 scale