VastAdvisor buying intent

Two photos. Same place. Completely different company. Two years ago at Soho Farmhouse, Philip Gale and I were sitting by the fire sketching ideas on what VastAdvisor could become. No product. No traction. Just conviction that the industry didn’t have the infrastructure for growth. Fast forward to this week — standing in that same place: • VastAdvisor Enterprise is live • Real traction with RIAs and enterprise firms • AI-native growth infrastructure moving from concept → reality And more importantly, the team that makes it all real: Eli Gassert stepping in as CTO and building at a level that changes what’s possible Jeremi Karnell joining as Chief Product Officer — pushing the product vision forward Edoardo Airoldi bringing world-class data science as Chief Data Officer Zachary R. Karnell driving customer success and delivering outcomes, not promises New team members joining every week What’s changed isn’t just progress — it’s velocity. We’re no longer asking “does this work?” We’re now asking “how fast can we scale it?” The industry is waking up to a simple truth: The firms that build infrastructure for client acquisition will define the next decade of wealth management. Proud of what we’ve built. Even more excited about what’s coming next. #WealthTech #AI #RIA #FinancialAdvisors #WealthManagement #FinTech #AdvisorGrowth #ArtificialIntelligence #EnterpriseSaaS #StartupJourney #FounderLife #BuildInPublic #GrowthInfrastructure #DigitalTransformation #FutureOfWealth #VastAdvisor