
Systemaic
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Overview
$5,000+
Min Project Size
2 - 9
Employees
2026
Year Founded
ABOUT SYSTEMAIC
AI Operations for Independent RIAs. Built for comp
AI Solutions for Independent Registered Investment Advisors. Designed for compliance. Engineered for growth.
LANGUAGES SPOKEN
English
HIGHLIGHTS
$5,000+
Min Project Size
2 - 9
Employees
2026
Year Founded
Services
Focus
Industries
Clients
Services Provided
70% AI Agent & Multi-Agent System Development
30% AI Strategy & Roadmap Consulting
About the Team
OUR STORY
Systemaic empowers independent Registered Investment Advisors (RIAs) by delivering AI-driven operational infrastructure meticulously designed to streamline workflow and recover over 15 hours weekly. Tailored for small to growth-mode RIAs, including solo advisors and compliance-conscious firms, it integrates seamlessly with existing tools and centers compliance with features like human-in-the-loop approvals and audit trails adhering to SEC regulations. Founded by industry insiders with deep wealth management experience, Systemaic conducts comprehensive audits, implements end-to-end automation—from client onboarding to regulatory documentation—and remains on retainer to continuously optimize operations. Clients praise their collaborative approach, emphasizing how Systemaic becomes an extension of leadership, transforming back-office tasks into efficient, compliant, and advisor-approved processes that let firms focus on clients and growth.
Projects & Clients
Project Size & Rate
Minimum Project Size
$5,000+