For Financial Advisory Firms
The AI Academy for Financial Advisory Firms
Weekly Briefing for the team, practical AI curriculum for advisors, and Aria — your AI compliance assistant. Built for the way RIA and hybrid advisor firms actually work.
Set Up Your Firm$29/seat/month · 3-seat minimum · cancel anytime
What firms get
Per-seat pricing for firms 6–25 advisors
Annual or monthly seats. Add or remove team members as your firm grows. Volume discounts above 25 advisors.
Compliance-aware Aria + audit log
Aria activity is logged for the firm's compliance officer (metadata today — who asked, when, on which module; full transcript capture is on the Phase B roadmap). Aria refuses securities-specific advice and routes regulatory questions to your firm's policy.
Set Up Your Firm
Questions? Talk to us.