AI for Financial Advisors
Your business-owner clients have most of their wealth tied up in the operating company. ADK Intel gives you visibility into that asset — cash, KPIs, indicative valuation — so you can advise the whole picture.
The challenges
What advisors keep running into
The business is a black box
You can see the portfolio in detail. The operating company that funds it is opaque.
Exit planning happens too late
Owners come to you 6 months before sale. The drivers were set 3 years ago.
What ADK Intel does
The AI opportunity
Business snapshot per client
Revenue, margin, cash, and runway alongside the wealth dashboard.
Indicative valuation
SDE/EBITDA/Revenue multiple range so you can model exit scenarios properly.
Value-driver tracking
What would lift the multiple in the next 12–24 months.
FAQ
Frequently asked
How does this fit with my wealth management platform?
It runs alongside, not inside. Your wealth platform handles the portfolio; ADK Intel handles the operating company that funds it. Both views inform your advice.
Can I see indicative business valuations for client exit planning?
Yes. SDE/EBITDA/Revenue multiple ranges with industry benchmarks. Use for framing exit conversations 3–5 years out; engage a credentialed valuator for formal work.
What client size makes sense for this?
Business-owner clients with $1M–$50M in operating company revenue. Below that, the data is too thin; above that, they likely have an internal finance team you can plug into.
Is client data isolated and compliant?
Yes — per-client isolation, SOC 2-aligned controls, encrypted at rest and in transit. Aligns with RIA fiduciary standards.
How does pricing work?
Three tiers: Foundation $299/mo, Operator $799/mo, and Command $1,999/mo. Annual billing is 20% off. Enterprise plans available — see /pricing.
Related
Continue exploring
ADK Intel was built by operators who ran fractional CFO and CAS practices — and got tired of Sunday-night prep. The team blends advisory firm partners, finance practitioners, and AI engineers who ship US GAAP/IRS-grounded analysis at scale.
Advisors should spend time on judgment, not data shuffling. AI replaces the analyst layer; senior advisors are the moat.
- Fractional CFO operations
- Client Advisory Services (CAS) productization
- Advisor capacity planning
- AI-grounded financial analysis
- White-label advisory delivery
- Standardized monthly client reviews
See ADK Intel in your firm
A 30-minute demo on your real client roster. See the meeting prep, the monthly report, and the AI advisor — live.
Request a demo