Your systems should be descriptive of how you work, not a prescription forced by your software.
Instead of constraining yourself with out-of-the-box planning tools, take ownership of your tech stack.
If you’re ready to design a CRM that truly maps to your way of working, let’s talk.
“Zach was instrumental in building Upstart Wealth’s tech stack. As an RIA that does tax prep, planning, and projections in-house, the typical CRMs for wealth managers didn’t do what we needed them to do. Today our custom CRM fits our business perfectly. I love our custom tech stack in Airtable/Notion and it wouldn’t have been possible without Zach.”
- Mike Powsner, Founder & Financial Planner
“One of my biggest challenges with financial planning systems is inflexibility. Working with Zach to build a system for my business and that makes sense for my brain and business needs has been such a great investment. His experience as an advisor makes him uniquely qualified in terms of understanding what advisors DO in their business and how to build systems that actually support that work.”
- Michael Remedios, Founder & Financial Planner
“Zach is a systems thinker with a deep understanding of the financial planning value proposition. He takes the time to learn about your offering and workflows to develop creative yet simple ways to deliver value more efficiently.”
- Russell Kroeger, Financial Planner
“Having spent years in the RIA space, Zach deeply understands the real challenges advisory firms face. It gives him a unique ability to offer tech solutions that aren’t just innovative, but truly practical and aligned with your workflow. Zach is an invaluable resource for firms looking to scale efficiently and serve their clients better.”
-Youxi Liu, Director of Tax & Financial Planner
Our Clients
The advisor frustrated by the rigidity of their current systems. They've looked at available automations and workflows, but none seem to address the core issues they see with their software.
The team drawn to the flexibility of a solution like Salesforce, but is scared away by the structure and cost of legacy enterprise software.
CFPs, CPAs, attorneys, and other financial professionals who need a dynamic CRM that can fit their own way of working.
The technologically-curious solo advisor or leader of a small team who would love to build their own tools, but would love even more to focus on planning and serving their clients.
Anyone who's looked at their systems and said, "wouldn't it be nice if it could just _____"...let's build that together!
