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Karan Dikshitleft a comment
Hi Product Hunt! I'm Karan, co-founder of Vela. The problem we set out to solve is simple — most independent RIAs in the US are stretched incredibly thin. They're spending hours every week on back-office work: building financial plans, analyzing portfolios, managing account transitions, drafting client communications, and keeping up with operational tasks. That's time taken away from the...

VelaVirtual paraplanning built for US-based RIAs
Vela is a virtual paraplanning firm for US-based RIAs. We handle financial planning support, portfolio analysis, client communications, account operations, and practice administration — remotely and cost-effectively.

VelaVirtual paraplanning built for US-based RIAs
