New initiative designed to support qualified, early-stage RIA operations with a 12-month discounted rate
DeepVest, the agentic front office for financial advisors, announced the launch of the DeepVest Day One Program, to provide discounted platform access to early-stage registered investment advisors (RIAs). Offered to firms within their first two years of operations with three or fewer total advisors, the program grants full access to DeepVest’s hallucination-free AI investment platform for only $100 a month per advisor for the first 12 months.
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“AI is changing how wealth management teams operate, and for a lot of advisors that means real uncertainty about where they fit in a leaner industry,” said Toby Wade, CEO of DeepVest. “We created DeepVest Day One because we think that uncertainty is also an opportunity: advisors who choose to start out on their own shouldn’t have to do it without the same institutional-grade tools the biggest firms already have.”
The Day One Program comes as AI-driven workplace reductions and a broader push toward leaner operating models are reshaping the financial services workforce. DeepVest is aiming to support wealth management professionals considering starting firms of their own by easing the burden of investing separately in research, proposal, monitoring and compliance tools before revenue has had time to scale. Choosing the appropriate tech-enabled tools to run a wealth management firm is critical for managing the complete business cycle, and the Day One program gives early-stage RIAs access to sophisticated investment and operational capabilities of larger firms without requiring the same technology budget or resources.
RIAs enrolled in the Day One Program will gain access to the full DeepVest workspace across four connected Labs: AdvisorLab, which turns prospect account statements into portfolio diagnostics and client-ready proposals; DataLab, an AI-native investment research terminal spanning equities, ETFs, crypto, foreign exchange, commodities, rates and macroeconomic data; AgentLab, which provides AI-powered portfolio analysis, optimization, scenario modeling, stress testing and rebalancing; and the recently released MonitorLab, a comprehensive market monitoring and alerts platform layer helping advisors, wealth managers and investors stay aware of and react to market-moving developments.
The connected workspace also includes client intelligence, risk and suitability workflows and firmwide AI governance, allowing advisors to establish consistent investment processes and oversight from their first client. DeepVest also integrates with firms’ chosen custodians and CRMs rather than requiring them to replace their existing technology providers, helping new firms build the right technology stack from day one.
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