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 clients they actually serve. We built Vela to be the virtual paraplanning team that plugs directly into an advisor's workflow. We handle the full paraplanning stack — financial planning support, portfolio analysis, client communications, account operations, and practice administration — all delivered remotely from New Delhi, India at a fraction of what it would cost to hire in-house. Our approach evolved from real experience working inside a US-based RIA. We didn't build this from the outside looking in — we built it from the inside out, which means we understand exactly what advisors need and when they need it. If you're an RIA looking to scale your practice without scaling your overhead, Vela is built for you. Would love your questions and feedback — happy to discuss how we work, who we serve, and where we're headed. Check us out at velaplatforms.com.

Vela

Virtual paraplanning built for US-based RIAs

Virtual paraplanning built for US-based RIAs