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Get a custom proposalWhere Vision Meets Value
Vela is a virtual paraplanning firm that provides end-to-end financial operations support to US-based RIAs. Our services cover financial planning and paraplanning, investment portfolio analysis, client communications, account management, and practice operations — all delivered remotely at a cost-effective price point. Vela helps advisory firms do more for their clients without the burden of expanding their in-house team.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Year founded
Founded 2026
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Our Story
We are Vela — a team founded by experienced paraplanners to serve financial advisors. Our mission is to power advisory growth by delivering expert planning and operations support that prevents burnout. Built on deep industry knowledge, collaborative processes, and client-focused execution, we provide scalable planning, workflow efficiency, and reliable operations. Our track record shows sustained advisor productivity and smoother client delivery.
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