Ask Aspen to build your website, follow up with seminar leads, create content, schedule review meetings with clients, and get more referrals.
Aspen is an AI agent built for financial advisors to automate marketing, sales, and servicing tasks.
Good morning! You have 3 new leads from last night's seminar. Want me to send personalized follow-ups?
Yes, follow up with all of them.
Done — sent 3 personalized emails. I also noticed 2 clients are due for annual reviews. Should I schedule those?
Schedule them for next week.
Booked. Calendar invites sent to both clients. I'll prepare briefing notes before each meeting.
Move the work off your plate and into an AI agent purpose-built for financial advisors.
Optimize your online presence to attract organic leads.
Find and qualify high-net-worth prospects automatically.
Send personalized, compliant email sequences.
Nurture every attendee with timely follow-ups.
Book annual reviews without the back-and-forth.
Ask for referrals at the right moment, every time.
Publish advisor-quality articles on autopilot.
More skills a marketing employee would do — Aspen handles them all.
And counting
329,076
Tasks executed by Aspen for financial advisors
Tasks Automated · Jan 2025 – Today
Aspen runs the work behind your growth—surfacing what needs to be done and executing it consistently once approved.
Measured across all active advisor accounts since January 2025.
2–3×
More Meetings
avg. increase
20–30%
More Referrals
growth rate
15+hrs
Time Saved
per week
2–3×
Pipeline Growth
in 90 days
Natural language. Real results.
"Build a landing page for my Meta ads to convert HNW prospects."
Built a conversion-focused landing page with trust signals, advisor credentials, a lead qualifier form, and UTM tracking. Connected to your CRM and ready to deploy.
"Schedule annual reviews with my A Clients"
Identified 32 clients due for review. Prepared outreach and calendar invites—ready to send.
"Create a 1 pager on tax deadlines for business owners."
Drafted a one-pager covering 2026 quarterly estimates, S-corp and partnership filing dates, and year-end planning notes. Send for compliance review?
Aspen is built with security and compliance at its core—aligned with how advisory firms operate.
Data
Encryption
Access
Controls
Audit
Logging
Compliance
First
Built on modern infrastructure with controls designed to protect sensitive client data.
Your data stays private and under your control.
Secure authentication with support for modern identity providers.
Visibility into actions, changes, and system activity.
Industry-standard encryption to protect data at every layer.
Designed to align with RIA and broker-dealer review, approval, and oversight processes.