Consider It Done!
Consider It Done! is a private US virtual assistant services firm, operating as a subsidiary of EverSource Wealth Advisors, that delivers remote administrative, bookkeeping, and desktop publishing support to independent Registered Investment Advisors on a usage-based pricing model.
- Company typePrivate
- Founded2004
- HeadquartersBirmingham, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Consider It Done! does
Consider It Done!, legally EverSource CID, LLC and a subsidiary of EverSource Wealth Advisors, is a private virtual assistant services firm founded in 2004 and based in Birmingham, United States. The company delivers remote administrative, general bookkeeping, and desktop publishing support to independent Registered Investment Advisors (RIAs), with stated limited capacity to serve broker-dealer firms. Its core service offering is delivered by a team of approximately 20 virtual assistants who perform client account administration, forms processing, account opening and closing, transfers and cashiering tasks, quarterly report preparation and distribution, billing and invoicing, scheduling, transcription, and marketing collateral design on behalf of financial advisors.
Technically, Consider It Done! does not operate a proprietary software platform; instead, its value proposition rests on deep interoperability with the existing advisor technology stack. The company works inside clients' CRM environments (Advyzon, Advisor Junxure, Redtail, Salesforce, Envestnet/Tamarac, Wealthbox), custodian platforms (Altruist, Charles Schwab, Edward Jones, LPL, Fidelity, Pershing, Raymond James, TIAA), financial planning tools (Black Diamond, eMoney, Holistiplan, Money Guide Pro, Morningstar, Orion, PreciseFP, RightCapital, Riskalyze), billing and payroll systems (Advice Pay, Bill.com, Paylocity, QuickBooks), and standard productivity suites (Microsoft 365, Google Meet, Slack, Zoom, DocuSign, RingCentral). Workflow knowledge of custodian-specific procedures and advisor-system conventions functions as the firm's primary technical asset.
Commercially, Consider It Done! generates revenue on a usage-based, pay-per-minute model in which clients are billed only for time worked and avoid payroll taxes, benefits, equipment, and training overhead. Go-to-market is consultative and direct: prospective RIA clients submit a detailed application, are reviewed internally, and then participate in a consultation to build a customized service plan. The firm markets primarily through its website (consideritdonecompany.com) and operates exclusively in the United States. No funding rounds, M&A activity, leadership changes, or public revenue disclosures are present in available source materials.
Consider It Done! firmographics
Firmographics- Name
- Consider It Done!
- Legal name
- EverSource CID, LLC
- Website
- https://consideritdonecompany.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Consider It Done! is a private US virtual assistant services firm, operating as a subsidiary of EverSource Wealth Advisors, that delivers remote administrative, bookkeeping, and desktop publishing support to independent Registered Investment Advisors on a usage-based pricing model.
- Ownership category
- akta.pro rank
Consider It Done! industry classification
Industry- Product category
- Financial Advisor Back-Office Services
- NAICS
- Management Consulting Services (54161), Custom Computer Programming Services (541511)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Investment Management Advisory (RIA) (FSAEAAAB)
- akta.pro secondary industry
- Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where Consider It Done! is headquartered
LocationHeadquarters
- HQ city
- Birmingham
- HQ country
- United States
- HQ region
- North America
Markets served
Consider It Done! business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Virtual Assistant Services: Billed based on time spent working, providing cost savings compared to in-house employees by eliminating payroll taxes, benefits, equipment costs, and training time. Clients pay only for actual work performed.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Usage-based | Pay-as-you-go | Usage-based virtual assistant services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Consider It Done! product offering
Product offeringCore offering
Consider It Done! provides virtual assistant services to financial professionals, primarily independent Registered Investment Advisors (RIAs). The company delivers remote administrative support, general bookkeeping, and desktop publishing/design services integrated within clients' existing CRM, custodian, and financial planning technology stacks. Services include client account administration, forms processing, account opening/closing, transfers, quarterly report preparation, billing, marketing material design, and general clerical tasks on a usage-based billing model.
Product overview
Consider It Done! is a virtual assistant services company that provides administrative, bookkeeping, and desktop publishing support specifically for financial professionals, particularly independent Registered Investment Advisors (RIAs). The company offers its services as a unified offering through a team of virtual assistants who work remotely within clients' existing systems. The core service is delivering skilled administrative support staff rather than a software product platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Advisor Virtual Assistant Services
- Administration Services
- Design Services
Companies that use Consider It Done!
Customer profileSegments2 records
Ideal customer profiles1 record
Consider It Done! technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Consider It Done! partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- EverSource Wealth AdvisorscoreEverSource CID, LLC is a subsidiary of EverSource Wealth Advisors, doing business as Consider It Done!. The parent company is a wealth advisory firm, and CID operates as its virtual assistant services subsidiary serving financial professionals.
Scale indicators2 records
Recent moves4 records
Expansion highlights4 records
Consider It Done! competitors and assessment
Company assessmentDirect peers
- AdvisorAssist: Provides virtual assistant and administrative support services specifically to financial advisors and RIAs, with a comparable model of dedicated VAs integrated into client workflows. Closest direct functional peer to Consider It Done!.
- FMG Suite (formerly Twenty Over Ten): Provides marketing, content, and website design services to financial advisors and RIAs. Similar outsourced-services model targeting the same buyer, with comparable usage-based pricing and dedicated specialist teams.
- BELAY: Specialized virtual assistant and staffing services firm providing dedicated remote assistants to executives and small businesses, including financial professionals. While broader in target market than CID, the operating model and value proposition are highly comparable.
Broad incumbents
- Kitces: A leading knowledge, research, and training platform serving the independent RIA community. While not a VA service, it operates in the same advisor-services ecosystem and addresses the same buyer persona with deep RIA specialization.
- SS&C Technologies: Large-scale financial services BPO and back-office outsourcing provider serving RIAs, broker-dealers, and asset managers. Represents the scaled end of the outsourced advisor services market against which CID competes for enterprise deals.
- Orion Advisor Tech: Large wealthtech platform providing portfolio accounting, CRM, and reporting to RIAs. While tech-led rather than service-led, it competes for the same operational budget and is a key integration ecosystem for CID.
- Envestnet: Large wealth management technology and analytics platform serving RIAs and broker-dealers. Tamarac (an Envestnet company) is one of CID's explicitly supported CRMs, positioning Envestnet as both integration partner and indirect competitor for advisor operations spend.
Emerging players
- Advyzon: Unified tech platform (CRM, portfolio reporting, client portal) purpose-built for independent RIAs. An emerging player in the RIA operating stack and a direct integration partner of CID, competing indirectly for the same RIA wallet share.
- Redtail Technology: Leading CRM purpose-built for financial advisors and RIAs. Competes for the same advisor tech spend and is one of CID's explicitly supported integrations, making it both an adjacent peer and ecosystem partner.
- Wealth.com: Estate planning platform for RIAs and wealth managers, embedding workflow automation into a domain historically handled by advisors' admin staff. Represents the encroachment of purpose-built software into workflows CID has historically supported manually.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Consider It Done! social profiles
Digital presenceConsider It Done! financial estimates
Financial estimateRevenue estimate
Valuation estimate
Consider It Done! leadership team
Management profileNumber of profiles
Consider It Done! funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Consider It Done! M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Consider It Done!
What does Consider It Done! do?
Consider It Done! provides virtual assistant services to financial professionals, primarily independent Registered Investment Advisors (RIAs). The company delivers remote administrative support, general bookkeeping, and desktop publishing/design services integrated within clients' existing CRM, custodian, and financial planning technology stacks. Services include client account administration, forms processing, account opening/closing, transfers, quarterly report preparation, billing, marketing material design, and general clerical tasks on a usage-based billing model.
Is Consider It Done! a public or private company?
Consider It Done! is a private company. It is classified as corporate owned and is currently operating.
When was Consider It Done! founded?
Consider It Done! was founded in 2004. It employs 11 to 50 people.
Where is Consider It Done! based?
Consider It Done! is headquartered in Birmingham, United States, in the North America region.
How does Consider It Done! make money?
One revenue line is on record: virtual Assistant Services.
Who are Consider It Done!'s main competitors?
Direct peers on record are AdvisorAssist, FMG Suite (formerly Twenty Over Ten) and BELAY. Broad incumbents are Kitces, SS&C Technologies, Orion Advisor Tech and Envestnet. Emerging players are Advyzon, Redtail Technology and Wealth.com.
Does Consider It Done! have an API?
No public API is recorded for Consider It Done!.
What industry is Consider It Done! in?
Consider It Done!'s product category is Financial Advisor Back-Office Services. Its primary akta.pro industry code is FSAEAAAB, Investment Management Advisory (RIA), with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 54161 and its SIC code is 6282.