The AI Venture Studio Building the Future of Financial Services.
VastAssembly is an AI-first venture studio and IP platform focused on transforming how financial services acquire, engage, and retain clients.
We build, own, and license proprietary AI technologies that can be adapted across multiple verticals—beginning with wealth management. Our first operating company, VastAdvisor, uses this shared IP framework to deliver the leading AI-native growth engine for RIAs and enterprises. The model is intentionally repeatable across banking, insurance, lending and credit, and other sectors.
The Road Ahead
A Multi-Sector Expansion Strategy
The same AI foundation powering VastAdvisor will scale into:
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Banking
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Insurance
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Asset Management Distribution
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Digital Lending & Mortgage
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Retirement & Workplace Benefits
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Payments & Consumer Finance
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Specialty Finance
Each vertical becomes its own operating company with its own team, leadership, and exit path—licensed from one core IP platform.
What We Are
A Vertical AI Company Builder
VastAssembly is the HoldCo behind a new generation of AI-native financial services companies. We develop the foundational IP—fine-tuned models, agent frameworks, compliance governance, data orchestration, and enterprise architecture—and license it to operating companies that scale within specific sectors.
Each OpCo becomes a category-defining business. VastAssembly becomes the platform that powers all of them.
Our Model
The VastAssembly IP Engine
We create shared, extensible AI infrastructure that powers multiple operating companies:
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Fine-tuned LLMs trained on sector-specific patterns
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Predictive models for growth, risk, and engagement
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AI agents that automate onboarding, analysis, and distribution
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Compliance-first governance with full auditability
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Integration fabric that connects CRMs, compliance platforms, analytic platforms, and ad platforms
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Enterprise architecture designed for scale and tenant isolation
We own the intellectual property.
We license it to OpCos.
Each OpCo compounds the value of the entire ecosystem
Why We Exist
Financial services is undergoing a structural transformation:
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Client acquisition costs are surging.
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Digital-first consumers expect personalization.
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AI is rewriting the economics of distribution.
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Compliance expectations are increasing as automation spreads.
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Sector consolidation is accelerating.
The industry needs verticalized, compliant AI infrastructure—not generic automation.
VastAssembly was built to deliver exactly that.
Vertical 01
Wealth Management
Introducing VastAdvisor
Our first operating company brings VastAssembly’s AI platform to the RIA, asset management, and enterprise wealth ecosystem.
VastAdvisor is the AI-powered Growth OS for modern advisory firms—lowering client acquisition costs, improving conversion, reducing compliance risk, and giving firms a continuous learning advantage.