Agentic SuperIntelligence Era
Unlock Infinite Capacity and Quantum Scale for Your Wealth Practice
RAFA's Agentic SuperIntelligence handles the heavy lifting, frees up invaluable time so you can focus on your clients and the growth of your business, while maintaining the personalized feel your clients have come to expect
It's the Blueprint for Tomorrow's Elite Advisor.
PRO
10
Total Clients
2
Households
40%
Client Satisfaction Score
$20M
Total AUM
Engagement Index (%)
Satisfaction Level
Which clients haven’t been contacted in 30 days?
June
Mon 16
All day
All day
8 AM
9 AM
10 AM
11 AM
12 PM
1 PM
2 PM
PRO
10
Total Clients
2
Households
40%
Client Satisfaction Score
$20M
Total AUM
Engagement Index (%)
Satisfaction Level
Which clients haven’t been contacted in 30 days?
June
Mon 16
All day
All day
8 AM
9 AM
10 AM
11 AM
12 PM
1 PM
2 PM
PRO
10
Total Clients
2
Households
40%
Client Satisfaction Score
$20M
Total AUM
Engagement Index (%)
Satisfaction Level
Which clients haven’t been contacted in 30 days?
June
Mon 16
All day
All day
8 AM
9 AM
10 AM
11 AM
12 PM
1 PM
2 PM
PRO
10
Total Clients
2
Households
40%
Client Satisfaction Score
$20M
Total AUM
Engagement Index (%)
Satisfaction Level
Which clients haven’t been contacted in 30 days?
June
Mon 16
All day
All day
8 AM
9 AM
10 AM
11 AM
12 PM
1 PM
2 PM
Monetize Your Firm’s
Greatest Untapped
Asset - Time
Monetize Your Firm’s
Greatest Untapped
Asset - Time
Monetize Your Firm’s
Greatest Untapped
Asset - Time
Monetize Your Firm’s
Greatest Untapped
Asset - Time
Forget SaaS tools. Your firm’s real problem is the 41% of advisor time lost to administrative work. We act as your transformation partner, embedding intelligent automation to convert those lost hours into the tangible revenue gains and enterprise value.
Forget SaaS tools. Your firm’s real problem is the 41% of advisor time lost to administrative work. We act as your transformation partner, embedding intelligent automation to convert those lost hours into the tangible revenue gains and enterprise value.
Revenue
($M)
70M
60M
50M
40M
30M
20M
10M
0
0
5B
10B
15B
20B
Enterprise Size ($B)
Normal Revenue
Improved with AI
Revenue
($M)
70M
60M
50M
40M
30M
20M
10M
0
0
5B
10B
15B
20B
Enterprise Size ($B)
Normal Revenue
Improved with AI
Revenue
($M)
70M
60M
50M
40M
30M
20M
10M
0
0
5B
10B
15B
20B
Enterprise Size ($B)
Normal Revenue
Improved with AI
Revenue
($M)
70M
60M
50M
40M
30M
20M
10M
0
0
5B
10B
15B
20B
Enterprise Size ($B)
Normal Revenue
Improved with AI
Transform client data into strategic relationship intelligence driving revenue growth
CRM Insights
Practice Management
Tax Intelligence
Portfolio Analytics
WED
25
Review Thompson’s Schwab portfolio
11 AM
12:45 PM
Transform client data into strategic relationship intelligence driving revenue growth
CRM Insights
Practice Management
Tax Intelligence
Portfolio Analytics
WED
25
Review Thompson’s Schwab portfolio
11 AM
12:45 PM
Transform client data into strategic relationship intelligence driving revenue growth
CRM Insights
Practice Management
Tax Intelligence
Portfolio Analytics
WED
25
Review Thompson’s Schwab portfolio
11 AM
12:45 PM
Onboard Your Team of Super Agents. Gain an Unfair Advantage.
Instantly deliver the deep analysis and proactive service that elevates your client experience and sets you apart from all the rest.
Intelligent Practice Management assistant, streamlining operations and empowering staff.
Holistic financial assistant for portfolio optimization, tax planning, and proactive client communications.
Institutional-grade equity research for deep insights and informed decisions.
Real-time market news and sentiment, fueling impactful client strategy discussions.
Analyzes technical trends, spots patterns, generating advanced portfolio insights.
Decodes institutional options flow data, building sophisticated hedging and income strategies.
Intelligent Practice Management assistant, streamlining operations and empowering staff.
Holistic financial assistant for portfolio optimization, tax planning, and proactive client communications.
Institutional-grade equity research for deep insights and informed decisions.
Real-time market news and sentiment, fueling impactful client strategy discussions.
Analyzes technical trends, spots patterns, generating advanced portfolio insights.
Decodes institutional options flow data, building sophisticated hedging and income strategies.
RAFA's Super Agents Team
RAFA's Super Agents Team
RAFA's Super Agents Team
Transforming Wealth Practices:
Voices from the Leading edge
Everyone knows that AI can help Advisors elevate their practice with leverage and efficiency. We are constantly looking for the latest and best technology to help elevate our client experience and have implemented AI in that process, however Rafa takes it to a whole new level! From activity to work flows to execution, it is in my opinion THE latest and best!
Scott Abry
Makari Group, LLC
I serve as a consultant to top Financial Advisors, Fund Managers, and Wholesalers who often need guidance on the challenges of their day to day routine. Many of their tasks are repetitive and time consuming with scarce resources. They just want to spend time with their clients, grow their business, or get more time back to actually enjoy some R&R. It's giving advisors their evenings back while delivering exceptional client service. That's the kind of technology that actually moves the needle for all practices. It’s my top recommendation to all my clients!
See More
Paul McConville
President and Founder, Quincy Capital Partners, LLC
RAFA Pro is like having the best CFA I could never afford, it's been an absolute godsend for my independent practice. We're doing more with less, growing faster than ever, and the platform just keeps getting better!
Ty Hensley
President & Founder, Hensley Retirement Planning
We run a boutique RIA with ambitious goals, and before RAFA Pro we were suffocating under manual processes. If we had this technology earlier, we could have scaled our practice exponentially and served three times as many families. It's so intuitive that any new team member becomes productive immediately, day one, minute one. What used to drain entire days from my calendar, happens in minutes, usually less. The time spent on Annual Review Prep and Client Follow Ups, used to take hours and hours of precious time that should have been spent with clients. Now it’s done in 70 seconds! I'm not exaggerating when I say this has reignited my passion. Instead of dealing with spreadsheets and switching between a thousand screens, I'm finally doing what I want to be doing; watching my clients live their best lives, confidently and comfortably. I can't recommend RAFA strongly enough. It will completely revitalize your practice and your passion!
See More
Torr Steinhilber
President & Founder, Munro Asset Management
Everyone knows that AI can help Advisors elevate their practice with leverage and efficiency. We are constantly looking for the latest and best technology to help elevate our client experience and have implemented AI in that process, however Rafa takes it to a whole new level! From activity to work flows to execution, it is in my opinion THE latest and best!
Scott Abry
Makari Group, LLC
I serve as a consultant to top Financial Advisors, Fund Managers, and Wholesalers who often need guidance on the challenges of their day to day routine. Many of their tasks are repetitive and time consuming with scarce resources. They just want to spend time with their clients, grow their business, or get more time back to actually enjoy some R&R. It's giving advisors their evenings back while delivering exceptional client service. That's the kind of technology that actually moves the needle for all practices. It’s my top recommendation to all my clients!
See More
Paul McConville
President and Founder, Quincy Capital Partners, LLC
RAFA Pro is like having the best CFA I could never afford, it's been an absolute godsend for my independent practice. We're doing more with less, growing faster than ever, and the platform just keeps getting better!
Ty Hensley
President & Founder, Hensley Retirement Planning
We run a boutique RIA with ambitious goals, and before RAFA Pro we were suffocating under manual processes. If we had this technology earlier, we could have scaled our practice exponentially and served three times as many families. It's so intuitive that any new team member becomes productive immediately, day one, minute one. What used to drain entire days from my calendar, happens in minutes, usually less. The time spent on Annual Review Prep and Client Follow Ups, used to take hours and hours of precious time that should have been spent with clients. Now it’s done in 70 seconds! I'm not exaggerating when I say this has reignited my passion. Instead of dealing with spreadsheets and switching between a thousand screens, I'm finally doing what I want to be doing; watching my clients live their best lives, confidently and comfortably. I can't recommend RAFA strongly enough. It will completely revitalize your practice and your passion!
See More
Torr Steinhilber
President & Founder, Munro Asset Management
Everyone knows that AI can help Advisors elevate their practice with leverage and efficiency. We are constantly looking for the latest and best technology to help elevate our client experience and have implemented AI in that process, however Rafa takes it to a whole new level! From activity to work flows to execution, it is in my opinion THE latest and best!
Scott Abry
Makari Group, LLC
I serve as a consultant to top Financial Advisors, Fund Managers, and Wholesalers who often need guidance on the challenges of their day to day routine. Many of their tasks are repetitive and time consuming with scarce resources. They just want to spend time with their clients, grow their business, or get more time back to actually enjoy some R&R. It's giving advisors their evenings back while delivering exceptional client service. That's the kind of technology that actually moves the needle for all practices. It’s my top recommendation to all my clients!
See More
Paul McConville
President and Founder, Quincy Capital Partners, LLC
We run a boutique RIA with ambitious goals, and before RAFA Pro we were suffocating under manual processes. If we had this technology earlier, we could have scaled our practice exponentially and served three times as many families. It's so intuitive that any new team member becomes productive immediately, day one, minute one. What used to drain entire days from my calendar, happens in minutes, usually less. The time spent on Annual Review Prep and Client Follow Ups, used to take hours and hours of precious time that should have been spent with clients. Now it’s done in 70 seconds! I'm not exaggerating when I say this has reignited my passion. Instead of dealing with spreadsheets and switching between a thousand screens, I'm finally doing what I want to be doing; watching my clients live their best lives, confidently and comfortably. I can't recommend RAFA strongly enough. It will completely revitalize your practice and your passion!
See More
Torr Steinhilber
President & Founder, Munro Asset Management
RAFA Pro is like having the best CFA I could never afford, it's been an absolute godsend for my independent practice. We're doing more with less, growing faster than ever, and the platform just keeps getting better!
Ty Hensley
President & Founder, Hensley Retirement Planning
Everyone knows that AI can help Advisors elevate their practice with leverage and efficiency. We are constantly looking for the latest and best technology to help elevate our client experience and have implemented AI in that process, however Rafa takes it to a whole new level! From activity to work flows to execution, it is in my opinion THE latest and best!
Scott Abry
Makari Group, LLC
I serve as a consultant to top Financial Advisors, Fund Managers, and Wholesalers who often need guidance on the challenges of their day to day routine. Many of their tasks are repetitive and time consuming with scarce resources. They just want to spend time with their clients, grow their business, or get more time back to actually enjoy some R&R. It's giving advisors their evenings back while delivering exceptional client service. That's the kind of technology that actually moves the needle for all practices. It’s my top recommendation to all my clients!
See More
Paul McConville
President and Founder, Quincy Capital Partners, LLC
We run a boutique RIA with ambitious goals, and before RAFA Pro we were suffocating under manual processes. If we had this technology earlier, we could have scaled our practice exponentially and served three times as many families. It's so intuitive that any new team member becomes productive immediately, day one, minute one. What used to drain entire days from my calendar, happens in minutes, usually less. The time spent on Annual Review Prep and Client Follow Ups, used to take hours and hours of precious time that should have been spent with clients. Now it’s done in 70 seconds! I'm not exaggerating when I say this has reignited my passion. Instead of dealing with spreadsheets and switching between a thousand screens, I'm finally doing what I want to be doing; watching my clients live their best lives, confidently and comfortably. I can't recommend RAFA strongly enough. It will completely revitalize your practice and your passion!
See More
Torr Steinhilber
President & Founder, Munro Asset Management
RAFA Pro is like having the best CFA I could never afford, it's been an absolute godsend for my independent practice. We're doing more with less, growing faster than ever, and the platform just keeps getting better!
Ty Hensley
President & Founder, Hensley Retirement Planning
Multi-Modal Agentic Orchestration Platform
RAFA orchestrates leading AI models like Gemini, Anthropic, and OpenAI, ensuring the best engine for every task
Our Fine Tuned Agents with real time market knowledge derived from the highest quality data sources
The expert analyst team you always wanted but could never afford. Until now!
Notes,
Files &
Recordings
CRMs
Custodian
Data
Foundational
AI
Market
Intelligence
Multi-Modal Agentic Orchestration Platform
RAFA orchestrates leading AI models like Gemini, Anthropic, and OpenAI, ensuring the best engine for every task
Our Fine Tuned Agents with real time market knowledge derived from the highest quality data sources
The expert analyst team you always wanted but could never afford. Until now!
Notes,
Files &
Recordings
CRMs
Custodian
Data
Foundational
AI
Market
Intelligence
Notes,
Files &
Recordings
CRMs
Custodian
Data
Foundational
AI
Market
Intelligence
Multi-Modal Agentic Orchestration Platform
RAFA orchestrates leading AI models like Gemini, Anthropic, and OpenAI, ensuring the best engine for every task
Our Fine Tuned Agents with real time market knowledge derived from the highest quality data sources
The expert analyst team you always wanted but could never afford. Until now!
Notes,
Files &
Recordings
CRMs
Custodian
Data
Foundational
AI
Market
Intelligence
Multi-Modal Agentic Orchestration Platform
RAFA orchestrates leading AI models like Gemini, Anthropic, and OpenAI, ensuring the best engine for every task
Our Fine Tuned Agents with real time market knowledge derived from the highest quality data sources
The expert analyst team you always wanted but could never afford. Until now!
Your Firm, Your Rules
Your Firm, Your Rules
Your Firm, Your Rules
Your Firm, Your Rules
The Agentic Operating Platform that Redefines Your Practice
Generic software slows you down. RAFA delivers AI workflows precision-engineered for your firm by our AI and Investment Experts, enriched by the collective wisdom of our advisor community.
The Minds Behind the Mission
The Minds Behind the Mission
Our team unites deep-tech pioneers from NVIDIA, blockchain experts, seasoned veterans from the financial industry, and masters of consumer product and design.
The Minds Behind the Mission
Our team unites deep-tech pioneers from NVIDIA, blockchain experts, seasoned veterans from the financial industry, and masters of consumer product and design.
The Multi-Domain Mastery
Fueling RAFA's Magic
The Multi-Domain Mastery
Fueling RAFA's Magic
Artificial
Intelligence
Artificial
Intelligence
Fintech
Fintech
Product
Product
Client
Experience
Client
Experience
Advisory
Advisory
Advisory
Blockchain
Blockchain
Chandra Duggirala, MD
Cofounder & CEO
M.D. turned Serial Tech Entrepreneur. 2 Exits in Software startups, 1 in Medtech startup. 7 years working in Fintech. Inventor of 1st functional Layer-2 cross-chain atomic swaps protocol.
Abhinav Sinha
Cofounder & Head of AI
Drawing on a decade at the heart of NVIDIA's AI innovation, Abhinav co-founded RAFA with a mission to put the world's most advanced Agentic AI directly into the hands of wealth advisors.
Manoj Duggirala
Cofounder & CTO
A 3X startup founder who has led a 150-engineer team and designed a large-scale advanced analytics platform. Previous experience includes roles at IBM Almaden and Invensense.
Brian Bonewitz, CFA
Chief Product Officer
With 20+ years of experience from every seat at the Advisory table—from UHNW Advisor to Portfolio Manager directing $800M+—he delivers your firm's access to AI-powered institutional insight.
Joseph Mrozienski, CIMA®, MBA
Global Head of Distribution
A seasoned senior executive who spent 20+ years leading the distribution of complex financial products, now taking that expertise to help Advisors scale with AI-powered solutions.
Jefferson Pitt
Strategic Advisor
Jeff focuses on tools, solutions and strategies that help independent advisors execute their vision. Jeff has 18 years of experience in Financial Services.
Chandra Duggirala, MD
Cofounder & CEO
M.D. turned Serial Tech Entrepreneur. 2 Exits in Software startups, 1 in Medtech startup. 7 years working in Fintech. Inventor of 1st functional Layer-2 cross-chain atomic swaps protocol.
Abhinav Sinha
Cofounder & Head of AI
Drawing on a decade at the heart of NVIDIA's AI innovation, Abhinav co-founded RAFA with a mission to put the world's most advanced Agentic AI directly into the hands of wealth advisors.
Manoj Duggirala
Cofounder & CTO
A 3X startup founder who has led a 150-engineer team and designed a large-scale advanced analytics platform. Previous experience includes roles at IBM Almaden and Invensense.
Brian Bonewitz, CFA
Chief Product Officer
With 20+ years of experience from every seat at the Advisory table—from UHNW Advisor to Portfolio Manager directing $800M+—he delivers your firm's access to AI-powered institutional insight.
Joseph Mrozienski, CIMA®, MBA
Global Head of Distribution
A seasoned senior executive who spent 20+ years leading the distribution of complex financial products, now taking that expertise to help Advisors scale with AI-powered solutions.
Jefferson Pitt
Strategic Advisor
Jeff focuses on tools, solutions and strategies that help independent advisors execute their vision. Jeff has 18 years of experience in Financial Services.
Chandra Duggirala, MD
Cofounder & CEO
M.D. turned Serial Tech Entrepreneur. 2 Exits in Software startups, 1 in Medtech startup. 7 years working in Fintech. Inventor of 1st functional Layer-2 cross-chain atomic swaps protocol.
Abhinav Sinha
Cofounder & Head of AI
Drawing on a decade at the heart of NVIDIA's AI innovation, Abhinav co-founded RAFA with a mission to put the world's most advanced Agentic AI directly into the hands of wealth advisors.
Manoj Duggirala
Cofounder & CTO
A 3X startup founder who has led a 150-engineer team and designed a large-scale advanced analytics platform. Previous experience includes roles at IBM Almaden and Invensense.
Brian Bonewitz, CFA
Chief Product Officer
With 20+ years of experience from every seat at the Advisory table—from UHNW Advisor to Portfolio Manager directing $800M+—he delivers your firm's access to AI-powered institutional insight.
Joseph Mrozienski, CIMA®, MBA
Global Head of Distribution
A seasoned senior executive who spent 20+ years leading the distribution of complex financial products, now taking that expertise to help Advisors scale with AI-powered solutions.
Jefferson Pitt
Strategic Advisor
Jeff focuses on tools, solutions and strategies that help independent advisors execute their vision. Jeff has 18 years of experience in Financial Services.
Chandra Duggirala, MD
Cofounder & CEO
M.D. turned Serial Tech Entrepreneur. 2 Exits in Software startups, 1 in Medtech startup. 7 years working in Fintech. Inventor of 1st functional Layer-2 cross-chain atomic swaps protocol.
Abhinav Sinha
Cofounder & Head of AI
Drawing on a decade at the heart of NVIDIA's AI innovation, Abhinav co-founded RAFA with a mission to put the world's most advanced Agentic AI directly into the hands of wealth advisors.
Manoj Duggirala
Cofounder & CTO
3x startup founder. Led a 150-engineer teams, designed large scale advanced anlytics platform. Previously @IBM Almaden, @Invensense.
Brian Bonewitz, CFA
Chief Product Officer
With 20+ years of experience from every seat at the Advisory table—from UHNW Advisor to Portfolio Manager directing $800M+—he delivers your firm's access to AI-powered institutional insight.
Joseph Mrozienski, CIMA®, MBA
Global Head of Distribution
A seasoned senior executive who spent 20+ years leading the distribution of complex financial products, now taking that expertise to help Advisors scale with AI-powered solutions.
Jefferson Pitt
Strategic Advisor
Jeff focuses on tools, solutions and strategies that help independent advisors execute their vision. Jeff has 18 years of experience in Financial Services.
Chandra Duggirala, MD
Chandra Duggirala, MD
Cofounder & CEO
Cofounder & CEO
M.D. turned Serial Tech Entrepreneur. 2 Exits in Software startups, 1 in Medtech startup. 7 years working in Fintech. Inventor of 1st functional Layer-2 cross-chain atomic swaps protocol.
Abhinav Sinha
Abhinav Sinha
Cofounder & Head of AI
Cofounder & Head of AI
Drawing on a decade at the heart of NVIDIA's AI innovation, Abhinav co-founded RAFA with a mission to put the world's most advanced Agentic AI directly into the hands of wealth advisors.
Manoj Duggirala
Manoj Duggirala
Cofounder & CTO
Cofounder & CTO
A 3X startup founder who has led a 150-engineer team and designed a large-scale advanced analytics platform. Previous experience includes roles at IBM Almaden and Invensense.
Brian Bonewitz, CFA
Brian Bonewitz, CFA
Chief Product Officer
Chief Product Officer
With 20+ years of experience from every seat at the Advisory table—from UHNW Advisor to Portfolio Manager directing $800M+—he delivers your firm's access to AI-powered institutional insight.
Joseph Mrozienski, CIMA®, MBA
Joseph Mrozienski, CIMA®, MBA
Global Head of Distribution
Global Head of Distribution
A seasoned senior executive who spent 20+ years leading the distribution of complex financial products, now taking that expertise to help Advisors scale with AI-powered solutions.
Jefferson Pitt
Jefferson Pitt
Strategic Advisor
Strategic Advisor
Jeff focuses on tools, solutions and strategies that help independent advisors execute their vision. Jeff has 18 years of experience in Financial Services.
Chandra Duggirala, MD
Cofounder & CEO
M.D. turned Serial Tech Entrepreneur. 2 Exits in Software startups, 1 in Medtech startup. 7 years working in Fintech. Inventor of 1st functional Layer-2 cross-chain atomic swaps protocol.
Abhinav Sinha
Cofounder & Head of AI
Drawing on a decade at the heart of NVIDIA's AI innovation, Abhinav co-founded RAFA with a mission to put the world's most advanced Agentic AI directly into the hands of wealth advisors.
Manoj Duggirala
Cofounder & CTO
A 3X startup founder who has led a 150-engineer team and designed a large-scale advanced analytics platform. Previous experience includes roles at IBM Almaden and Invensense.
Brian Bonewitz, CFA
Chief Product Officer
With 20+ years of experience from every seat at the Advisory table—from UHNW Advisor to Portfolio Manager directing $800M+—he delivers your firm's access to AI-powered institutional insight.
Joseph Mrozienski, CIMA®, MBA
Global Head of Distribution
A seasoned senior executive who spent 20+ years leading the distribution of complex financial products, now taking that expertise to help Advisors scale with AI-powered solutions.
Jefferson Pitt
Strategic Advisor
Jeff focuses on tools, solutions and strategies that help independent advisors execute their vision. Jeff has 18 years of experience in Financial Services.
Best of
Financial Planning
2025
Personal Finance
Tech of the Year
Finalist 2024
Best of Investment
2025
Best New Product
Finalist 2024
Best of
Financial Planning
2025
Personal Finance
Tech of the Year
Finalist 2024
Best of Investment
2025
Best New Product
Finalist 2024
Unanimously Recognized. Undeniably Powerful.
Unanimously Recognized. Undeniably Powerful.
Highest quality data sources ↘︎
10,000+
News Sources
SEC
Fillings
10,000+
News Sources
SEC
Fillings