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Get a custom proposalBespoke AI Implementation for Wealth Management Fi
HowTheF.ai is an AI implementation consultancy that builds bespoke automation systems for US wealth management and RIA firms. Financial advisors spend 60-80% of their time on non-client-facing tasks, and HowTheF.ai eliminates this burden through custom AI agents, workflow automation, and intelligent operations systems.
Unlike off-the-shelf AI tools, HowTheF.ai delivers vendor-agnostic implementations tailored to each firm's existing technology stack. The firm's 90-day methodology covers use case identification, custom system development on the FluxOS platform, and team training for independent operation.
Specializing in mid-market RIAs ($500M-$5B AUM), HowTheF.ai addresses the implementation gap where 73% of advisory firms use some AI but only 6% have deployed agentic tools and 5% have cross-system integration.
Core capabilities include:
- Custom AI agent development for CRM, compliance, and client operations
- Workflow automation across disconnected advisor technology stacks
- AI-powered meeting intelligence and follow-up systems
- Compliance documentation automation (RegBI, SEC reporting)
- AI strategy consulting and readiness assessments
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Min project size
$25,000+
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
Dover, DE
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Year founded
Founded 2025
1 Locations
- Dover , DE
Service Lines
- AI Agents
- 75%
- Generative AI
- 15%
- AI Consulting
- 10%
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