Your AI Chief of Staff.
AI that remembers every client detail, preps every meeting, and handles the follow-through — always with your approval.
On models we run ourselves — client data never touches a third-party AI provider
a year of admin on a 100-client book — two-thirds of a full-time hire
Kitces Research; GReminders
Your edge is the relationship. Your calendar disagrees.
Barely 4 hours of a 10-hour day are spent with clients. The rest — meeting prep, notes, follow-ups, chasing your own promises — is admin, done by the most expensive person in the firm.
of advisor time actually spent with clients
Kitces Research
The big teams hired people. You got a CRM that's always out of date.
Mega-teams run on associates and a chief of staff — someone whose whole job is knowing everything and handling everything. Most advisors got a database that's out of sync the moment a meeting ends: it remembers nothing you don't type and does nothing you don't click.
faster AUM growth at firms with automated workflows than at manual ones (16.6% vs 12.1%)
Schwab RIA Benchmarking
The cost isn't hours — it's growth.
Stale profiles and dropped follow-ups are how prospects go cold and good clients quietly drift. AI notetakers won't catch it — they only write things down. Nobody has given the independent advisor someone who remembers everything and handles everything.
I'm Verren — a chief of staff for your practice. I connect to your email and calendar, work alongside the CRM you already run, and start doing the work — nothing to migrate, nothing to bet the practice on.
I keep your book current so you don't have to. Every client profile updates itself — household changes, goals, concerns, commitments — and I tell you what matters before you'd otherwise find out.
I handle the follow-through — with your approval. Anything I'm about to do, I show you first, in full. Nothing runs until you say go.
You stay the advisor. I'll do everything else.
What a great chief of staff does.
Profiles that keep themselves current
Email, meetings, texts, documents — captured automatically from every source. Verren reads it all and writes what matters to the profile: household changes, goals, concerns, commitments. You type nothing.
It knows your book — and tells you what matters
Every client profile stays current. Open anyone and you're fully briefed — and what you'd otherwise miss gets surfaced: a job change, an inheritance mention, an RMD coming due, a good client gone quiet.
It does the work — with your approval
Books the follow-up the moment one is promised. Drafts the email in your voice. Runs the outreach. Every action waits for your approval — then lands in a ledger your compliance officer can read.
Your clients' data is not training data.
Your data, our models
Verren runs open-weight models on infrastructure we control. Client data is never sent to a third-party AI provider — and nothing you capture ever trains a model. Your book of business stays your book of business.
Built to the standards your firm answers to
Designed around the rules that govern advisory firms — safeguarding, AI governance, books and records. When your CCO asks where client data goes, you'll have the best answer in the industry. And your DDQ is answered by the founders who built the system.
Nothing moves without you. Everything leaves a trail.
Every action is proposed first, shown in full, and runs only after your approval. Every read, write, prompt, and output is logged with the model and timestamp — evidence you can hand to an examiner.
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Seed Zeng
Before Verren, Seed was a Senior Staff Software Engineer at DoorDash, where he led a 40+ engineer storage organization; before that, he was a Tech Lead at Meta. Earlier, as a founding engineer at Klaviyo, he built the real-time customer-data platform that scaled to 150,000 events per second. At Verren, he leads product and engineering end to end.
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Hansen Liang
Hansen is a 0-to-1 product and business leader who took Klaviyo Service and Klaviyo Reviews from concept to market. He has shipped more than a dozen products across software and hardware and leads Verren's go-to-market, partnerships, and company strategy.
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Tyler Calder, CFP®
Tyler is a Partner at Cerity Partners and a CFP® advising business owners and families across New England. Known for a plan-first approach, he integrates investment management with tax and estate strategy — and helps ensure Verren is built around the realities of high-trust advisory work.
Become a founding design partner.
We're onboarding a small group of advisors and RIA firms to shape the product around real workflows and real compliance requirements. You get early access, a direct line to the founders, and your feedback reflected in the product every week.