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September 2026 – Product update

Alex Mathé-Cathala ·
September 2026 – Product update

This is Alex, Founder and CEO of Vega Minds.

This month, we're launching Vega Pro, the next generation of AI agents for firms at the frontier of wealth management. Branded, client-ready deliverables and high-value signals across your book (like asset conversion opportunities!) are now at your fingertips.

Click to watch the Vega Pro demo

Click to watch our Vega Pro announcement video to understand how you can move faster than ever with AI. I walk you through everything included in Vega Pro.


The Vega trajectory

Three years ago, computers became pretty good (I guess?) at predicting words. Chained together, those words formed coherent sentences. I was the CIO of a billion-dollar RIA, Lifeworks Advisors, and I realized those sentences could save professionals in my industry a lot of time. So I launched Vega for financial advisors.

Three years later, 600 firms have paid us to create sentences for them. Over 3,000 financial advisors across the US, Canada, Australia, the UK, Ireland, and France log into Vega every week to read the sentences our AI captures from their meetings, drafts in their email inboxes, and sends to their other software systems to keep them up to date.

Vega Core captures, structures, and retrieves client data. Vega Pro puts all that data to work. It analyzes it. It presents it. Either directly to your clients, as deliverables, or to your colleagues and leadership team, as business analytics and high-value signals across your book.

Pro really pushes the frontier of what computer-generated sentences can do for advisors.

What Vega Pro adds

Vega can now:

  1. Create branded, polished documents for clients (this is Client deliverables)
  2. Surface insights into how you conduct client meetings and where you can improve (Meeting analytics)
  3. Identify valuable signals such as asset opportunities and service risks across your book, your team, or your entire firm (Book signals)
  4. Continuously update the living narrative of who a client is and where the relationship stands (Living story & client enrichment)
  5. Automated review client communications for SEC compliance (Compliance reviews)
  6. Turn your Vega data into actual files, including presentations (File generation)

Meet our team in person or online

If you're at Future Proof this month, please drop by our booth to get an extended demo by our team.

Meet our team in person or online


Here are all the opportunities to meet us in person over the next couple of months:

  • Sep 14-17: Future Proof festival in Huntington Beach, CA
  • Sep 30-Oct 1: Patrimonia 2026 conference in Lyon, France
  • Oct 8-Oct 11: Botsford Buds Retreat in Reno, NV
    Oct 15: FPA NorCal FinTech Symposium in San Francisco, CA
  • Oct 19-21: RIA Edge conference in Dana Point, CA
  • Oct 27-29: Schwab IMPACT conference in Boston, MA
  • Nov 8-11: Growth Impact conference in Phoenix, Arizona

And if you’re visiting Southern California, you can always swing by one of our offices in Newport Beach or Huntington Beach!

And you can also visit our website and schedule a time with us at www.vegaminds.com .

I'm excited for you to try Vega Pro!