What beemo automation does

Beemo Automation is a Chicago-based, remote-first firm founded in 2024 by Ben Olsen, a former financial advisor turned data scientist, that builds custom AI automations for wealth management firms. The company serves independent RIAs, broker-dealers, and hybrid advisory practices ranging from $100 million to $10 billion-plus in AUM, and reports having served more than 50 firms, consulted with over 200 firms, and built more than 40 bespoke solutions covering combined client AUM above $100 billion.

The core technology is a custom AI automation layer that is deployed in-environment inside each client's own cloud tenancy on Azure, AWS, or GCP, and that integrates with 20+ wealth management platforms including custodians (Schwab, Pershing, Fidelity, Altruist), CRMs (Salesforce, Wealthbox, Redtail), portfolio and planning tools (Orion, Tamarac, Black Diamond, eMoney, MoneyGuide, Right Capital, Holistiplan), and productivity suites (Outlook, Teams, SharePoint, OneDrive, Google Workspace, Box, DocuSign, Zoom, Calendly, Mailchimp, HubSpot). This integration footprint lets the company embed automation into existing advisory workflows without requiring platform replacement.

Beemo's commercial model combines a one-time Automation Blueprint engagement, priced at $9,500 or $20,000+, with an ongoing managed-services retainer for continuous AI automation operation. The company operates on a bootstrapped, profitable basis with a 1–10 person team and a remote-first delivery model, targeting a fragmented buyer base that is typically underserved by horizontal automation vendors.

Name

beemo automation

Legal name

Beemo Automation Inc.

Website

https://beemoautomation.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Short description

Beemo Automation builds custom AI automations deployed in-environment inside wealth management firms' existing cloud and software stacks, serving independent RIAs, broker-dealers, and hybrid advisors with $100M to $10B+ in AUM.

Ownership category

akta.pro rank

Product category

Wealth Management AI Automation

NAICS

Computer Systems Design and Related Services (54151)

SIC

Services-Computer Integrated Systems Design (7373), Services-Computer Programming Services (7371)

akta.pro primary industry

iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)

akta.pro secondary industry

Workflow Automation for IT & Ops (Runbooks, Job Scheduling) (HDAEAHAH)

Keywords

• AI automation services
• Wealth management automation
• RIA workflow automation
• Advisory firm AI
• Cloud-deployed automation

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Blueprint Engagement: One-time discovery and mapping engagement. Firms pay upfront for a comprehensive assessment of their tech stack, workflows, and automation roadmap. Typically 4-6 weeks delivered as a report with diagrams, roadmap, and live walkthrough.
2. Ongoing Retainer: Following the Blueprint, most firms continue with an ongoing engagement. Retainer pricing covers continued automation building, deployment, and iteration. Scoped separately after Blueprint completion.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Beemo Automation is an AI managed services provider that builds and operates custom AI automations for independent RIAs and wealth management firms. Automations are deployed inside each client's own cloud environment (Azure, AWS, or GCP), connecting their existing CRM, custodian, planning, portfolio, calendar, email, and document systems to automate meeting preparation, email management, portfolio monitoring, meeting transcription, and client onboarding workflows.

Product overview

Beemo Automation is an AI managed services provider offering custom automations built inside each wealth management firm's own cloud infrastructure and existing tools. The core offering is a suite of AI automation services (meeting briefs, email management, portfolio monitoring, call transcription, document workflows) delivered as managed services rather than software licensing. All automations connect to the firm's existing tech stack—including CRM (Salesforce, Wealthbox, Redtail), custodians (Schwab, Pershing, Fidelity, Altruist), planning platforms (eMoney, Orion, Tamarac, MoneyGuide, Right Capital, Holistiplan), portfolio tools (Black Diamond), email/calendar (Outlook, Zoom), document systems (SharePoint, Box, OneDrive), and productivity tools—and deliver results directly into those systems without requiring new dashboards. The Automation Blueprint is a separate consulting add-on that maps the firm's technology ecosystem and produces a prioritized automation roadmap. The company operates on a retainer model for ongoing engagements following the Blueprint discovery phase.

Differentiator

Problem solved

Functional benefit

Brands

• Blueprint: A consulting/assessment engagement where Beemo maps how a firm actually runs and identifies what to automate. Priced at $9,500 for Growth tier and $20,000+ for Enterprise tier.

Products and services

• AI Automation Services Custom AI automations built inside each wealth management firm's own cloud infrastructure (Azure, AWS, or GCP). Automations connect the firm's existing CRM, custodian, email, calendar, planning, portfolio, tax, scheduling, meeting, and document systems to execute workflows such as meeting preparation, email management, portfolio monitoring, call transcription, and document collection without requiring new dashboards or software adoption.
• Automation Blueprint A consulting/assessment engagement that maps a firm's technology ecosystem, identifies workflow gaps and automation opportunities, and delivers a prioritized Now/Next/Later automation roadmap. Includes ecosystem inventory, stakeholder interviews, workflow tracing, gap analysis, tech stack schematic, and automation roadmap. Priced at $9,500 (Growth) or $20,000+ (Enterprise) one-time.

Quantifiable outcome

• Feedback in the morning, shipped by afternoon - fast iteration without 6-week roadmaps
• +1 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration25 records

AI capability5 records

Feature6 records

Scale indicators6 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Hubly: AI-powered workflow and task management platform built for advisory firms. Overlaps with Beemo's automation-of-firm-operations value prop, particularly around task routing and client onboarding.
• Zocks: AI meeting notes, summaries, and CRM logging for financial advisors. Directly competes with Beemo's meeting transcription and CRM-logging automations and serves the same independent RIA channel with a SaaS productized approach.
• Catchlight: AI-driven advisor prospecting and client engagement platform for RIAs. Targets the same independent channel buyer and competes for AI-services wallet share at independent firms.
• Jump: AI assistant/copilot for financial advisors that automates meeting prep, follow-ups, and client communication. Closely mirrors Beemo's meeting briefs and email automation capabilities.

Others

• Workato: General-purpose enterprise integration and workflow automation platform. While not wealth-verticalized, larger RIA firms could use Workato to self-build automations that displace Beemo's services.

Emerging players

• Smartria: RIA compliance workflow software targeting independent advisors. Adjacent category to Beemo's compliance-aware automations; relevant where compliance is the primary wedge into the firm.

Broad incumbents

• Nitrogen (formerly Riskalyze): Established wealthtech platform serving RIAs with risk tolerance, financial planning, and an expanding AI/marketing suite. Competes for both wallet share and the AI-advisor-tooling mindshare in independent channels.
• TIFIN: AI/wealth platform building multiple AI applications for wealth management, including advisor-facing tools. A larger, better-capitalized incumbent operating across the wealth-AI category rather than as a single niche product.
• Envestnet: One of the largest wealthtech incumbents offering a broad platform spanning portfolio management, CRM, and advisor technology. Increasingly adding AI capabilities that overlap with Beemo's automation layer.
• Orion Advisor Tech: Large portfolio management and advisor technology platform with broad functionality including emerging AI features. While broader than Beemo, Orion's ecosystem reach and embedded AI roadmap make it a strategic competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/beemo-automation

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about beemo automation