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For Financial Advisory Firms

The AI Academy for Financial Advisory Firms

Weekly Briefing for the team, NASAA-IAR-CE-aligned curriculum (accreditation pending), and Aria — your AI compliance assistant. Built for the way RIA and BD firms actually work.

Set Up Your Firm

14-day free trial · no credit card required

What firms get

  • Per-seat pricing for firms 6–25 advisors

    Annual or monthly seats. Add or remove team members as your firm grows. Volume discounts above 25 advisors.

  • NASAA IAR CE accreditation pending

    Curriculum mapped to NASAA's IAR continuing-education framework. Accreditation review is in progress; we'll restore CE-credit issuance once granted.

  • Compliance-aware Aria + audit log

    Every Aria query is logged for the firm's compliance officer. Aria refuses securities-specific advice and routes regulatory questions to your firm's policy.

Set Up Your Firm

Questions? Talk to us.