Customers

How independent advisors put WealthCowork to work.

We're onboarding select firms through private beta. Here's what advisors use WealthCowork for today — detailed case studies from our early-access firms land here as they go live.

  • Pre-meeting prep

    From 45 minutes to 30 seconds

    Solo advisors generate a cited pre-meeting brief — holdings, drift, recent filings, and macro context — from the household's actual data, instead of assembling it by hand the night before.

  • Defensible research

    Answers that survive an audit

    Instead of pasting questions into consumer AI, advisors get answers grounded in SEC EDGAR and FRED with inline citations and a logged audit trail their compliance officer would approve.

  • Compliance monitoring

    Drift caught the day it happens

    Portfolio drift fires as a signal the moment a household crosses its IPS bands — not three months later at quarterly review — so suitability gaps get addressed early.

Early adopter deal4 seats left
First 10 firms get Professional free for 6 months.
Private beta · invite only

Stop researching. Start advising.

Step 1

Tell us about your firm (2 minutes).

Step 2

We activate your account or schedule a quick onboarding call.

Join private beta →Watch 2-minute demo