For Financial Advisors & RIAs
Agentic operating infrastructure for independent practices.
Automated meeting preparation. Shared client intelligence sessions. A verified professional identity on a qualified investor platform. The institutional support model — without the institutional headcount.
Three problems no current tool solves
Independent advisors have run out of duct tape.
The investor-advisor intelligence gap
Clients arrive at every meeting with different information, preparation, and expectations. You've done research they haven't seen. They've developed concerns you didn't anticipate. A2B2 closes that gap by giving both sides the same validated, multi-source intelligence before the conversation starts.
The preparation and fragmentation problem
Advisors rarely have enough time to research, prepare, and serve clients well simultaneously. Preparation is manual, fragmented, last-minute — not from lack of discipline, but because no tool has solved the underlying problem. A2B2 does.
The visibility and brand problem
IFAs and independent advisors need a professional profile and audience to build a sustainable practice. LinkedIn provides reach without investment context. A2B2 provides a verified professional identity where credentials are visible to a qualified investor audience — before the first conversation.
What A2B2 does for advisors
Six capabilities, configured around the practice.
Automated meeting preparation
A structured, multi-model synthesis on a client's holdings, interests, and market context. Validated. Ready before you walk in. Replaces manual aggregation.
Shared client sessions
Both advisor and client on the same validated intelligence layer simultaneously. No information asymmetry. No one arriving unprepared.
Specialist intelligence by client context
Based on what a client is researching, A2B2 routes relevant product intelligence and CIO views. You don't need to know everything in advance.
Verified professional profile
Credentials, institutional affiliation, and licensing status visible to investors before the first conversation.
Publish to a qualified investor audience
Expert content linked to your verified identity. Platform compliance governance built in.
Practice presence with the right audience
Not LinkedIn reach without context. A qualified investor audience where investment credentials filter who sees your work.
Single advisor tier
Relationship Specialist — $149/mo
Includes all Max-tier investor features plus advisor-specific workflows: meeting prep, shared sessions, verified profile, publishing.
See full plan details →Early access · June 2026
Join the founding cohort
Founding members lock in the lowest rate permanently. Select your tier and join — launching US & Hong Kong, June 2026.