Two worlds. One consultant.
Most AI consultants don't understand RIA workflows. Most advisory consultants can't evaluate an AI vendor's technical claims.
Eigen bridges both — a CFA® charterholder who has worked inside institutional investment workflows and built production AI systems at scale. One firm fluent in both worlds.
What This Means for Your Practice
Four capabilities that compound into a fundamentally different engagement.
Research-Grade AI Expertise
Published AI researcher. Former operational executive for one of the largest open-source AI agent platforms (18,000+ GitHub stars). Recommendations grounded in building production AI systems, not vendor slide decks.
Investment-Native
Led by a CFA charterholder with UHNW advisory and institutional asset management experience. Every recommendation includes financial modeling — IRR, payback period, capacity analysis. The same rigor applied to manager selection, applied to AI adoption decisions.
AI Vendor Due Diligence
Experience evaluating AI startups at a $1B venture fund. That pattern recognition — which approaches work, which vendors survive, which claims are noise — now applied to your firm’s technology decisions.
Founder-Led, Every Engagement
No junior analyst handoff. One senior practitioner, start to finish. Reputation on the line with every deliverable.
Built for RIAs, Not Bolted On
AI consulting designed around the advisory business from the ground up.
Compliance-Native
AI recommendations built around SEC and FINRA requirements from day one — not retrofitted after the fact.
Advisor Workflow Fluency
Client meetings, portfolio reviews, prospect outreach, performance reporting. Solutions designed for how advisors actually work, not abstract business processes.
Vendor-Agnostic
No platform to sell, no referral fees. Recommendations based purely on what fits the practice.
Institutional Caliber, Independent Scale
The analytical depth of a large-firm engagement, sized and priced for independent practices.
Ready to work with someone who speaks both languages?
Schedule a consultation to identify where AI can have the biggest impact on your practice.
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