Premium Vega Partnership
Your firm’s AI team, without the hire
The Premium Vega Partnership is Vega plus the people behind it. A dedicated engineer, a cohesive AI strategy for the whole firm, and a direct line to our team, on top of the platform you already run. Software and service in one engagement.
Firms we talk to are weighing the same question: hire someone to own AI, or keep improvising. The partnership is the third answer. You get a team that does this every day, and you never bet the firm’s AI direction on a single résumé.
See everything includedWhy a partnership
Software gives you the tools. A partnership gives you a strategy.
Most of the work of putting AI to use in an advisory firm isn’t building. It is deciding what to build, connecting the systems you already have, and keeping it all running as the firm and the tools change. That is a team’s job, and it is the job we take on.
One person, with one person's experience.
A dedicated engineer, backed by the team that builds Vega.
Whatever tools they pick, scattered across the firm.
Vega, so agents, workflows, and integrations live in one place.
A long search and a full salary before anything ships.
From $4,000 a month, scaled to the size and appetite of your firm.
What’s included
Everything in the partnership
Everything in Vega and Vega Pro, plus the people, the plan, and the platform work that turn a good tool into a firmwide advantage.
Your people
The part a subscription cannot give you.
A dedicated engineer
One person who knows your firm, your stack, and your workflows, and builds alongside your team. Think of them as your forward-deployed engineer.
A monthly strategy meeting
A standing session to review what shipped, what it saved, and what comes next.
A direct channel and premium support
A dedicated line to our team, answered by people who already know your context, with priority on anything that matters to your firm.
Your strategy
A plan for AI across the whole firm, not only inside Vega.
Firmwide AI strategy
Which tools, which workflows, what to automate first, and what to leave alone. Vega is the platform; the strategy covers the rest.
Firm-specific workflows
Your processes, built into Vega so the logic lives in one place instead of in six tools.
Onboarding and training
Personalized for advisors and staff, so adoption actually happens.
Your platform
Vega, shaped around how your firm works.
Custom AI agents and integrations
Built for the systems you already run and the way your team uses them.
Early access
Preview releases before they ship, and priority access to new features when they do.
Ongoing optimization
As your firm, your tools, and the models change, the setup keeps pace.
How it works
How a partnership runs
- 01
A discovery call
We learn how your firm runs, what you have already tried, and where the hours go. If a partnership isn't the right fit, we'll say so.
- 02
A plan and a person
You get your dedicated engineer and a first roadmap: what to build on Vega, what to connect, and what the wider AI strategy for the firm should look like.
- 03
A monthly rhythm
Work ships continuously. The monthly meeting reviews results and sets what comes next, and the engagement scales as your appetite does.
Engagements start at $4,000 a month on top of your Vega or Vega Pro subscription, and scale with the size and complexity of the firm. Larger partnerships can reach six figures per year.
Not every firm needs this. Most advisors do everything they need on the subscription, and we’ll tell you plainly if a partnership isn’t right for yours.
Working with Vega
What firms say about the team
“Vega has consistently exceeded our expectations. The team delivers on what they say they will do, which is rare in software and makes them a trusted partner.”
Deborah Cartisser
Twelve Points Wealth Management
“The Vega team is always responsive and on top of things. That level of support is noticed and appreciated.”
Michael Franklin
Tandem Financial, LLC
Let's talk about your firm
Book a discovery call and we'll map out what a partnership would look like for your firm, or tell you plainly that the subscription is all you need.