Grow your book. Verren does the rest.
I’m Verren. I keep a living record for every client, remind you of what you promised, and have the work drafted before you ask — inside the tools your firm already uses, always with your approval.
On models we run ourselves — client data never touches a third-party AI provider
of your own time to win a single new client
Kitces Research
Winning a client costs you a week.
Every serious prospect means hours of portfolio analysis, a custom proposal, a pitch book, and follow-ups that can’t slip — nearly a full work-week of the most expensive hours in the firm: yours.
new-account applications bounce back not-in-good-order and have to be redone
SmartCommunications; Docupace
Onboarding is where momentum dies.
The yes is the easy part. Then come applications, transfers, trusts, tax returns, beneficiary forms — weeks of paperwork where every bounced form makes your newest client wonder what they signed up for.
a year spent keeping a 100-client book moving
Kitces Research; GReminders
Staying close to every client gets harder as your book grows.
Follow-ups, reviews, promises made in passing — a hundred relationships spread across your inbox, CRM, planning tools, and meeting notes. No system holds the whole picture, so staying ahead falls back on you. When something slips, clients rarely complain. They quietly drift.
Your tools each hold a piece of the relationship. I keep the whole picture together. The CRM has the activity, the planning tool has the plan, the meeting notes have the last conversation — and the rest lives in your head. I bring it together in one living client record.
I keep that record current — and put it to work. Every email, meeting, and voice note updates it automatically, and what matters is written back to your CRM. Your promises stay visible. And wherever I can help, the next step is already prepared.
And anything irreversible waits for you. Anything I’m about to do, I show you first, in full. Nothing runs until you say go.
You keep the relationship. I keep the record.
Every client is one long conversation.
I keep one living record per client — opened at the first hello, carried for as long as the relationship lasts. Facts on one side, promises on the other. I never lose track of either.
I start the record
Portfolio, situation, what they actually said they wanted — I capture it while you’re still shaking hands, not scribbled from memory afterward.
I build the client picture and shape the plan
Onboarding is where the client comes into focus and the plan starts to take shape — family, goals, trusts, tax returns, every account and every conversation. I bring it into one living record, then turn what you learn together into a roadmap that evolves with the relationship.
I keep it current — so I can keep you ahead
Every email, meeting, and voice note lands in the record, and the record writes back to your CRM on its own. Because I always know where things stand, I can remind you of what you promised — and where I can, I’ve already done the work. You just say go.
Your clients' data is not training data.
Your data, our models
Verren runs open-weight models on infrastructure we control. Client data is never sent to a third-party AI provider — and nothing you capture ever trains a model. Your book of business stays your book of business.
Built to the standards your firm answers to
Designed around the rules that govern advisory firms — safeguarding, AI governance, books and records. When your CCO asks where client data goes, you'll have the best answer in the industry. And your DDQ is answered by the founders who built the system.
Nothing moves without you. Everything leaves a trail.
Every action is proposed first, shown in full, and runs only after your approval. Every read, write, prompt, and output is logged with the model and timestamp — evidence you can hand to an examiner.
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Seed Zeng
Before Verren, Seed was a Senior Staff Software Engineer at DoorDash, where he led a 40+ engineer storage organization; before that, he was a Tech Lead at Meta. Earlier, as a founding engineer at Klaviyo, he built the real-time customer-data platform that scaled to 150,000 events per second. At Verren, he leads product and engineering end to end.
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Hansen Liang
Hansen is a 0-to-1 product and business leader who took Klaviyo Service and Klaviyo Reviews from concept to market. He has shipped more than a dozen products across software and hardware and leads Verren's go-to-market, partnerships, and company strategy.
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Tyler Calder, CFP®
Tyler is a Partner at Cerity Partners and a CFP® advising business owners and families across New England. Known for a plan-first approach, he integrates investment management with tax and estate strategy — and helps ensure Verren is built around the realities of high-trust advisory work.
Become a founding design partner.
We're onboarding a small group of advisors and RIA firms to shape the product around real workflows and real compliance requirements. You get early access, a direct line to the founders, and your feedback reflected in the product every week.