For founder-led RIAs and wealth managers
Find the hours your firm is already paying for.
HourFound interviews the people across your RIA, identifies where AI can remove manual work, and delivers a prioritized 90-day plan—with vendor evidence and governance documentation prepared for your CCO's review.
Your time: one 45-minute interview, plus about 30 minutes from each participating colleague. Up to six interviews in total, completed independently with no group scheduling or preparation.
Built by founders and operators with experience creating and selling wealth-management technology.
The operating gap
AI is already entering advisory firms. In many of them, the operating model hasn't caught up.
Meeting assistants and writing tools are the visible part. The larger opportunity—and the harder set of decisions—sits across onboarding, billing, reporting, compliance and the manual work between systems.
Manual work hides between systems
Your core applications may work well on their own while people still re-key data, rebuild reports, chase documents and carry information from one system to the next.
New tools create new oversight questions
The SEC's 2026 examination priorities say reviews will consider the accuracy of firms' AI representations and whether policies and procedures adequately monitor or supervise AI use. Data handling, recordkeeping and human review need to be considered alongside the workflow benefit.
Value and governance sit on different desks
Operations sees the manual work. Compliance sees the obligations. Leadership sees a growing list of tools. Few firms have one person responsible for connecting all three.
What HourFound is
One engagement answers three questions: where AI can remove meaningful work, which tools fit your current stack, and what oversight should accompany them.
Capacity first.
Every recommendation begins with a documented workflow problem and an estimate of the time it could return.
Built for advisory operations.
The diagnostic follows the work across client service, operations, investment management, compliance and firm leadership.
Independent of the tool sale.
We sell no software and take no undisclosed referral fees. Recommendations are based on your workflows, stack, budget and review requirements.
What we cover
Look across the whole firm, not just one workflow.
The diagnostic follows work from the principal's calendar through client service, operations, investment management and compliance. Up to six people are interviewed independently, role by role.
Lead advisor · Associate advisor · Client service associate
- Advisory & client meetingsPrep, notes, follow-ups, plan drafting
- Client service & onboardingKYC, account opening, document collection, data entry
- Marketing & growthContent, newsletters and campaigns, inside the marketing rule
Operations manager · Portfolio administration · Trading
- Investment operationsPerformance reporting, reconciliation, rebalancing admin
- Billing & feesFee calculation, invoicing, reconciliation
CCO · Finance · Practice management
- Compliance & supervisionRecordkeeping, communications review, ADV, audit prep
- Finance & accountingBookkeeping, AP/AR, management reporting
- Practice management & HRScheduling, hiring, internal SOPs, vendor management
We start with the stack you already own. That may include Schwab, Fidelity or Pershing for custody; Redtail, Wealthbox or Salesforce as CRM; eMoney, RightCapital or MoneyGuide for planning; and Orion, Black Diamond, Tamarac or Addepar for portfolio accounting. New software is recommended only when it solves a documented workflow problem.
How it works
A short diagnostic. A firm-specific operating plan.
Step 01 · Map the work
Ana, our AI interviewer, speaks independently with you and up to five colleagues. Each person follows the same structured diagnostic without a group meeting or preparation.
Step 02 · Receive the Blueprint
We rank the opportunities, review relevant tools, model the economics and prepare the governance documentation. The Blueprint arrives five business days after the final interview, followed by a live 30-minute walkthrough.
Step 03 · Put it to work
Your team remains in control of implementation. The plan sequences the first 90 days, identifies owners and keeps human-review points explicit. Ongoing support is available if you want help keeping it current.
Inside the Blueprint
A decision document, not another report for the shelf.
The opportunities are ranked, the vendor evidence is organized, and the first governance drafts are prepared for your team to review. Every Blueprint is built from interviews across the firm, not from a generic maturity template.
File 01 · Exhibits A–FFirm-wide capacity map
Where manual work appears across the firm, ranked by modeled recoverable time, business value and implementation effort.
Tool recommendations and evidence
The tools that best fit your workflows, current stack and budget, reviewed against documented data-handling, security and oversight criteria. Plus deliberate non-recommendations: what not to buy, and why.
Workflow redesigns
Before-and-after maps of core processes showing where AI can assist, where automation may be appropriate and where human judgment remains essential.
Capacity & ROI model
Modeled hours and dollar value using your workflow inputs and agreed assumptions, compared with the expected cost and effort of change.
90-day plan
A sequenced rollout that starts with a useful, lower-risk workflow and makes ownership, dependencies and review points clear.
Governance bundle
An AI-use inventory, ownership map, draft policies-and-procedures language, recordkeeping considerations and vendor-review summaries prepared for your CCO or counsel.
The standing relationship
Keep the Blueprint current as your firm changes.
The optional Fractional AI Officer relationship revisits the plan as workflows, tools and supervisory priorities evolve.
Periodic · Governance review
New tools, use cases and internal owners are reflected in the inventory and supporting documentation for your compliance team's review.
Ongoing · Tool and workflow review
Relevant product changes and new options are assessed against the priorities already documented in your Blueprint.
Quarterly · Adoption review
Short follow-up interviews capture what was adopted, what stalled and what changed. The roadmap is then refreshed around the firm's current priorities.
Engagement & pricing
One defined engagement. One fixed fee.
The Blueprint brings workflow analysis, tool evaluation, capacity modeling and governance preparation into one firm-specific engagement.
Step 01 · One-time · The Blueprint
Scope of the Blueprint
Six deliverables, built from a whole-firm diagnostic and yours to keep whatever you decide next.
| Whole-firm diagnostic interviews: up to six participating roles |
| Firm-wide capacity map & ROI model |
| Vendor evaluation dossier: recommended tools, review evidence and deliberate non-recommendations |
| Draft governance pack: inventory, ownership map, policies-and-procedures language and recordkeeping considerations |
| Prioritized 90-day action plan |
| 30-min Blueprint walkthrough, live on a video call |
— optional ongoing support —
Fractional AI Officer
A standing relationship for firms that want the roadmap and governance materials reviewed as their needs change.
pricing scoped to your firm · engagements begin with the Blueprint
- Periodic AI-use inventory and governance-document updates
- Quarterly adoption interviews and refreshed priorities
- Implementation working sessions to resolve obstacles
- Relevant tool and vendor reviews as needs arise
Where to begin
If AI tools are already in use, the Blueprint gives the firm one place to document them and decide what deserves attention. If they are not, it helps leadership identify worthwhile uses before adding more software.
The Found-Time Guarantee.
If the final Blueprint doesn't identify at least 100 annual hours of modeled recoverable capacity across your firm, using the workflow inputs and assumptions agreed during the diagnostic, we refund the Blueprint fee and you keep the work. Identified capacity is an estimate; realized savings depend on implementation and adoption.
Fair questions
Straight answers.
Is the diagnostic run by AI?
Yes. Ana follows the same structured interview framework with every participant and works on each person's schedule. The final prioritization, recommendations and governance materials are reviewed by the HourFound team. The interview is automated; the judgment is not.
How much of our team's time does this take?
One 45-minute interview from the firm leader and about 30 minutes from each participating colleague, up to six interviews in total. Each person completes the interview independently. No preparation or group scheduling is required.
We already use a meeting-notes tool. Why do we need this?
A meeting assistant addresses one workflow. HourFound examines how work moves across onboarding, client service, billing, reporting, marketing and compliance—including whether the tools already in place are a good fit.
Do you implement the tools for us?
Implementation is not included in the Blueprint fee. The 90-day plan identifies sequence, owners and review points so your team can execute it. Ongoing clients can use working sessions to resolve obstacles and update the plan.
Is this compliance or legal advice?
No. We prepare an inventory, ownership map, recordkeeping considerations and draft governance materials. Your CCO or counsel reviews those materials and makes every supervisory determination. HourFound supports the compliance function; it does not replace it or act as your adviser of record.
How do you handle our data and our clients' data?
Interview data is processed only to provide the service, using HourFound's contracted infrastructure and AI providers. We do not sell it or use it to train public models. We honor deletion requests subject to applicable legal and operational retention requirements.
Are you independent, or do the tool vendors pay you?
We sell no software and take no undisclosed referral fees. Recommendations are based on the firm's workflows, stack, budget and review requirements. The Blueprint also records deliberate non-recommendations: what not to buy, and why.
What is the retainer really buying?
Periodic review. Short follow-up interviews capture what was adopted, what stalled and what changed. We then refresh the priorities, tool reviews and governance materials for your team to consider.
Find your firm's highest-value AI opportunities
before buying another tool.
Up to six individual interviews. One prioritized capacity and governance plan. Delivered five business days after the final conversation.