Built by advisors, for advisors

We are advisors who program. Our careers began at Raymond James, Merrill Lynch, and thinkorswim. In late 2024 we founded our own RIA and built the technology to run it: planning, proposals, meeting follow-up, onboarding, and the operations in between.

We later sold the RIA. The platform continued, and it now supports firms managing more than $5 billion in assets.

Our mission is to return time to the advisor. When the analysis and administration run on their own, advisors can focus on clients, and firms can grow assets under management without growing headcount.

Neptune works with the CRM and systems a firm already uses. Built-in workflows cover the recurring work of the practice, and firms can launch agents of their own.

Advice and the client relationship stay with the advisor. Request a demo to see Neptune on your firm's workflows.