We build the tools that give advisors their superpowers.

We build the tools that give advisors their superpowers.

We build the tools that give advisors their superpowers.

About

About

Advisors spend nearly half their day on manual tasks. As industry veterans, we knew there was a better way. We're building Aculis to automate that toil.

Advisors spend nearly half their day on manual tasks. As industry veterans, we knew there was a better way. We're building Aculis to automate that toil.

Our mission

An advisor's time is the most valuable asset in wealth management. For decades, it's been stolen by mind-numbing, manual administrative work.

We’ve watched an industry at its breaking point. We've seen brilliant advisors spend over 40% of their day on paperwork while a $30 trillion wave of demand is right on the horizon. This isn't just an inefficiency. It's a crisis.

We are not here to offer another small fix or a new dashboard.

We are here to end administrative toil, for good.

Aculis was founded by wealth and AI veterans to give advisors their time back. We build the secure, compliant AI partners that handle the work you shouldn't be doing. We automate the meeting prep, the client follow-ups, the data entry, the analysis, endless forms and navigating eight different systems to do one task.

We're here to turn your "hidden drag" into proactive insight and help you scale your practice, not your stress.

Your clients need your human advice more than ever. We're here to make sure you have the time to give it.

Team

Team

Meet the founding team

Meet the founding team

We are a team of award-winning founders, wealth management veterans, and AI technologists. We haven't just studied the problem; we've lived it. We're building the tools we wish we had.

We are a team of award-winning founders, wealth management veterans, and AI technologists. We haven't just studied the problem; we've lived it. We're building the tools we wish we had.

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Asad Naeem

Founder & CEO

An award-winning founder with two successful exits and over 13 years in financial services tech.

Ex. DiscoverData AI, Fortuna AI, CIBC

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Asad Naeem

Founder & CEO

An award-winning founder with two successful exits and over 13 years in financial services tech.

Ex. DiscoverData AI, Fortuna AI, CIBC

portrait

Asad Naeem

Founder & CEO

An award-winning founder with two successful exits and over 13 years in financial services tech.

Ex. DiscoverData AI, Fortuna AI, CIBC

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Asad Naeem

Founder & CEO

An award-winning founder with two successful exits and over 13 years in financial services tech.

Ex. DiscoverData AI, Fortuna AI, CIBC

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Ehsan Mahpour

Founder & CTO

An award-winning technologist with a successful exit and over 20 years in financial tech.

Ex. Equitable Insurance, FIS and CIBC

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Ehsan Mahpour

Founder & CTO

An award-winning technologist with a successful exit and over 20 years in financial tech.

Ex. Equitable Insurance, FIS and CIBC

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Ehsan Mahpour

Founder & CTO

An award-winning technologist with a successful exit and over 20 years in financial tech.

Ex. Equitable Insurance, FIS and CIBC

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Ehsan Mahpour

Founder & CTO

An award-winning technologist with a successful exit and over 20 years in financial tech.

Ex. Equitable Insurance, FIS and CIBC

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Brian Bucell CFP®

Founder & GTM

Co-founder of a $500m+ advisory firm with over 12 years of experience in wealth management.

Ex. Morgan Stanley, Steel Peak Wealth

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Brian Bucell CFP®

Founder & GTM

Co-founder of a $500m+ advisory firm with over 12 years of experience in wealth management.

Ex. Morgan Stanley, Steel Peak Wealth

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Brian Bucell CFP®

Founder & GTM

Co-founder of a $500m+ advisory firm with over 12 years of experience in wealth management.

Ex. Morgan Stanley, Steel Peak Wealth

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Brian Bucell CFP®

Founder & GTM

Co-founder of a $500m+ advisory firm with over 12 years of experience in wealth management.

Ex. Morgan Stanley, Steel Peak Wealth

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Tom McCann CFP®

Founder & Product Lead

Co-founder of a $500m+ advisory firm with over 12 years of experience in wealth management.

Ex. Morgan Stanley, Fisher Investments, and Merrill Lynch

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Tom McCann CFP®

Founder & Product Lead

Co-founder of a $500m+ advisory firm with over 12 years of experience in wealth management.

Ex. Morgan Stanley, Fisher Investments, and Merrill Lynch

portrait

Tom McCann CFP®

Founder & Product Lead

Co-founder of a $500m+ advisory firm with over 12 years of experience in wealth management.

Ex. Morgan Stanley, Fisher Investments, and Merrill Lynch

portrait
Tom McCann CFP®

Founder & Product Lead

Co-founder of a $500m+ advisory firm with over 12 years of experience in wealth management.

Ex. Morgan Stanley, Fisher Investments, and Merrill Lynch

Real Numbers

Automation that pays for itself, fast

Automation that pays for itself, fast

Automation that pays for itself, fast

$6,000/mo
$6,000/mo

Avg. cost saved per team

0
0

hours/mo

Avg. time reclaimed
from manual work per team

0x
0x

output

Efficiency boost
reported after 30 days

At Aculis, we're not building just another tool. We're building the infrastructure for how work will get done in the next decade — powered by intelligent, autonomous agents that actually get things done.We’re remote, async-first, and ruthlessly focused on impact. Everyone here ships, owns, and thinks in systems.We hire like we build: lean, deliberate, and focused on long-term value.

FAQ

Frequently asked questions

What makes Aculis different from other AI tools?

Most AI tools are generic platforms that aren't built for the complexities of wealth management. Aculis is different. We are a wealth management-specific OS with a Compliance & Auditability Core. This means our platform is designed from the ground up to understand your specific workflows and operate within your regulatory reality

Is my client data secure?

What tools can Aculis integrate with?

Do I need to be a tech expert to use Aculis?

How exactly does Aculis help with compliance?

What makes Aculis different from other AI tools?

Most AI tools are generic platforms that aren't built for the complexities of wealth management. Aculis is different. We are a wealth management-specific OS with a Compliance & Auditability Core. This means our platform is designed from the ground up to understand your specific workflows and operate within your regulatory reality

Is my client data secure?

What tools can Aculis integrate with?

Do I need to be a tech expert to use Aculis?

How exactly does Aculis help with compliance?

READY TO UPGRADE?

The Future of Financial Advice is Here.

The advisory industry is at a breaking point, facing unprecedented demand and a capacity crisis. Aculis provides the AI-powered OS you need to automate your practice, deliver proactive insights, and scale with confidence. Stop losing time to manual work and start building the future of your firm today.

READY TO UPGRADE?

The Future of Financial Advice is Here.

The advisory industry is at a breaking point, facing unprecedented demand and a capacity crisis. Aculis provides the AI-powered OS you need to automate your practice, deliver proactive insights, and scale with confidence. Stop losing time to manual work and start building the future of your firm today.

READY TO UPGRADE?

The Future of Financial Advice is Here.

The advisory industry is at a breaking point, facing unprecedented demand and a capacity crisis. Aculis provides the AI-powered OS you need to automate your practice, deliver proactive insights, and scale with confidence. Stop losing time to manual work and start building the future of your firm today.