Your AI
Associate Advisor
Vega automates emailsnotetakingfollow-upsmeeting prepdeliverablesCRM updatesresearchlogging so you can spend more time with clients.
Trusted by 600+ RIA firms Recognized by the industry’s leading research
The Kitces Report · 2025 First across every metric tracked in the Kitces Report for the “Agentic AI Assistants” category — named a “Provider to Watch.”
T3 Software Survey · 2026 Top decile · 2,906 responses
“Achieved an extraordinary (8.0+) average user rating” in the profession’s largest software survey.
The platform
Your Associate Advisor, powered by AI
Vega syncs with your email, calendar, meetings, phone, and CRM to enable intelligent automation across your entire workflow.
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Ask Vega anything about your clients, your firm, or the files they send. Specialized AI agents deliver accurate, personalized answers.
Explore chat -
Meeting recaps, tax and financial plan summaries, and custom firm documents. Branded, client-ready, exported in one click.
Explore deliverables -
Pre-meeting briefings, notes without a bot in the room, and follow-up drafts after every call.
Explore meeting notetaker -
Context-aware responses drafted directly in your Outlook or Gmail thread. 3,000+ emails drafted for advisors every day.
Explore email assistant
Integrations
Your tools, in sync automatically
Vega sits between your tools, pulling in data and pushing out results. Every client interaction is captured without manual data entry.
Zoom
Meetings
Outlook
Salesforce
CRM
Gmail
Email drafts
Wealthbox
CRM updates
Redtail
CRM sync
Meetings
CRM
Vega AI
Email drafts
CRM updates
CRM sync
Advisor voices
What advisors are saying
Our team starts and ends the day with Vega. We synced our Outlook and Zoom and got value immediately, and we can connect the dots instantly by chatting with Vega. Meeting reviews have risen to a next level. Absolute game changer for client relationships.
Christopher K. Griffith
Co-Founder, Stablepoint Partners
“Vega has completely changed the way I run my business. I've been able to cut meeting prep time in half. I've since reallocated that time towards onboarding new clients.”
Eric Amzalag
CEO, Peak Financial Planning
“Vega in Outlook feels like a superpower. It's fast, accurate, and impressively personal. It saves me so much time.”
Jason Weaver
Managing Partner, Weaver Consulting Group
How firms run Vega
Every firm runs Vega differently
Most run it as an AI associate advisor for $50 a month. Vega Pro adds client-ready deliverables and compliance review. Others bring our team in to build the AI-powered RIA alongside theirs. Any of the three is a good place to start.
Vega
$50 /month
The everyday AI associate most advisors run.
- Meeting intelligence & prep
- Automatic email drafts & CRM updates
- Outlook & Gmail integration
Vega Pro
$100 /month
For firms that want Vega producing finished work.
- Everything in Vega
- Client-ready deliverables
- Email compliance review
Premium Vega Partnership
from $4,000 /month
For firms making AI a firmwide advantage.
- Custom AI agents & integrations
- Firm-specific workflows
- Ongoing strategy & training
Not sure which one fits? Most advisors do everything they need on the subscription, and we’ll tell you plainly if a partnership isn’t right for your firm.
Enterprise-grade security
Your data is protected by independently audited security controls. We never sell your data.
From the blog
Insights for the modern advisor
Product July 2026 – Product update We’ve just released what I believe will become a defining milestone in advisor productivity. 
Product June 2026 – Product update We released Vega’s new Memories retaining context to improve future email draft outputs. 
Product May 2026 – Product update We released new updates to the Vega AI Email Assistant across Outlook and Gmail. Ready to get your time back?
Join hundreds of firms who use Vega daily to automate their workflows. Start your free trial today.