VastAssembly.ai

05/29/2026

Honored to be featured in The Wealth Advisor!

The wealth management industry spent decades building world-class infrastructure to manage assets. The next decade will be defined by who builds the infrastructure to acquire them.

Three realities driving us at VastAdvisor:

→ Firms that systematize growth are valued 2x+ higher than those relying on referrals.

→ The industry spends $8B+ annually on lead brokers — renting access to leads sold 3–5 times over at ~10x markup. That's not growth. It's dependency.

→ Generic AI produces content. What advisory firms actually need is intelligence — a system that learns from every campaign and compounds over time.

That's what we're building. A firm-specific Intelligence Core, embedded compliance (real-time SEC/FINRA evaluation, not a bolt-on), and a 30-minute path from sign-up to live, targeted campaign.

Growth should be an asset firms own — not a line item they perpetually re-rent.
Thank you Madeline Voss and Wealth Advisor for the thoughtful piece.

Read it here: https://www.thewealthadvisor.com/article/vastadvisor-building-growth-infrastructure-wealth-management-never-had

05/28/2026

Most RIAs don't have a growth strategy. They have a referral dependency with a lead-buying subscription on top.

That's not growth. That's rent.

Just sat down with Craig Iskowitz on WealthTech Today (Ep. 341) with my brother Jeremi to make the case the industry has been avoiding:

Client acquisition in wealth management isn't a marketing problem. It's an infrastructure problem.

The industry built world-class systems for managing assets. It never built systems for acquiring them.

VastAdvisor exists because every dollar an advisor spends should be building a compounding, firm-owned growth asset — not subsidizing a lead broker's margin.

And the part most operators miss, courtesy of Jeremi (former Head of Data Solutions at Envestnet): the growth data a firm accumulates over years is a valuation event. In our Trulytics data, RIAs with systematic organic growth engines were valued at 2x peers without one,

Stop renting your growth. Start owning it.

Full episode → https://wealthtechtoday.com/2026/05/15/ep-341-stop-renting-your-growth-how-ai-turns-client-acquisition-into-a-scalable-asset-for-rias-ian-jeremi-karnell-vastadvisor/

Thanks to Craig Iskowitz and the Ezra Group team for the conversation.

05/28/2026

Proud to be featured in Financial Advisor Magazine’s latest piece covering the organic growth crisis in wealth management.

The reality is simple: the industry built incredible infrastructure for managing assets, but very little infrastructure for actually acquiring clients.

At the same time:
• Referrals are becoming less predictable
• Client acquisition costs keep rising
• The next generation of investors is digital-first

This is exactly why we built .

We believe the next generation of WealthTech will be defined by AI-powered growth infrastructure that helps advisors systematically acquire clients with measurable ROI and embedded compliance.

The firms that learn fastest will grow fastest.

Great piece by FA Mag:
https://www.fa-mag.com/news/the-organic-growth-crisis-in-wealth-management-87189.html?section=5

Organic growth in wealth management has been fundamentally broken.

05/27/2026

v1.11 — Eva @ Mentions, CRM Custom Fields & Live Sync
https://www.vastadvisor.ai/post/v1-11-eva-mentions-crm-custom-fields-live-sync

05/26/2026

v1.10 — Microsoft Dynamics 365, Salesforce, and Hubspot CRM Coverage
https://www.vastadvisor.ai/post/v1-10-six-crm-coverage-linkedin-cta-fix

05/25/2026

$124 Trillion Is Moving. Most Wealth Firms Are Not Where the Buyers Are.
https://www.vastadvisor.ai/post/124-trillion-is-moving-most-wealth-firms-are-not-where-the-buyers-are

05/24/2026

Most advisor marketing doesn’t learn. It just repeats.

If your outreach, content, and campaigns aren’t feeding a feedback loop, you’re paying tuition every quarter—high CAC, shallow attribution, slow iteration, and compliance friction.

The Advisor Intelligence Loop is how growth finally compounds:

Data → Model → Campaign → Performance → Retraining
So every campaign makes the next one smarter—inside a governed AI growth system built for RIAs and enterprise networks.

CTA: If you want to see how the loop works (and what it replaces), read the full breakdown here 👇
https://www.vastadvisor.ai/vastadvospr-advisor-intelligence-loop

05/24/2026

The Real Cost of Client Acquisition for RIAs in 2026
https://www.vastadvisor.ai/post/the-real-cost-of-client-acquisition-for-rias-in-2026

05/23/2026

v1.09 — CRM Integration Core & Notification-Driven Eva
https://www.vastadvisor.ai/post/v1-09-crm-integration-core-notification-driven-eva