Built by founders
who've closed the rounds.
AdvisorsOS isn't theoretical. It's the productization of six years spent personally building, testing, and refining the paid acquisition systems that closed $1B+ in client AUM across 300+ firms.
The third option.
For six years, we ran the playbook by hand. Custom-built every campaign, manually reviewed every creative for SEC and FINRA compliance, individually tuned every audience, and personally onboarded every advisor onto a Meta ad account they actually owned.
Across 300+ firms, $15M+ in managed ad spend, and 65,000+ qualified HNW appointments, one truth kept compounding: the advisors who owned their infrastructure won. The ones who rented it from agencies or marketplaces — bled.
MDRN Capital proved the upside. Aaron Cirksena started with us at $18M in AUM in 2023. Today his firm sits at $365M+ — and that's just the AUM number, excluding fixed-index annuity premium production which represents the majority of his commission revenue. Inc. 5000 #766. 548% revenue growth. Every piece of his client acquisition infrastructure runs in his accounts, under his name. If we disappeared tomorrow, his engine keeps running. That's the thesis.
We're not here to rent advisors leads. We're here to give 50,000+ independent practitioners the infrastructure they should have owned all along.
The gap was always there. Veeva built vertical SaaS for life sciences ($25B). Toast did it for restaurants ($14B). Independent wealth management is bigger than both — and the category leader has not been built. Yet.
Three things changed in the last 24 months that finally made the platform buildable: the SEC Marketing Rule (2022) unlocked direct-response advertising for RIAs, FINRA endorsement guidance modernized for hybrids, and the Meta API + LLM stack matured to where compliance review and creative production can be automated at scale. The window opened.
AdvisorsOS is what we wished existed when we started. AI-native compliance review. AI-native creative generation. A network benchmark trained on 300+ live campaigns, getting smarter with every advisor that joins. Three subscription tiers calibrated to book size, pricing keyed to economic reality rather than regulatory category. Built for hybrid advisors, RIAs, and FIA producers — together, not separately.
El Kacimi
Six years building paid acquisition systems for hybrid advisors, RIAs, and FIA producers. Personally architected the campaign frameworks that generated 65,000+ qualified HNW appointments and $1B+ in closed AUM across 300+ firms.
Meta Business Partner with $15M+ in directly managed ad spend. Built Advisors Hub Inc. from $0 to $860K profitable revenue with zero outside capital — proof of the unit economics before pivoting to platform.
Now leading the productization of six years of in-market R&D into AdvisorsOS — the AI-native paid acquisition operating system the independent wealth channel has been waiting for.
Building the team to build the category.
Three foundational hires post-seed close. Each owns a non-negotiable surface of the platform and reports directly to the CEO.
From engineering to GTM, Ayoub leads the product and tech strategy that makes the platform possible. 8 years building SaaS products.
Software engineer with 6 years of experience building and scaling SaaS platforms. Leads the development of the AI-native compliance review system, ensuring that every creative meets regulatory standards before deployment.
13 years. 18 industries. One obsession: systems that produce compounding growth. At AdvisorsHub, David turns client engagements into permanent growth engines — not campaigns that expire when the contract does.
The engine runs because Mustapha built the system behind it. Engineering background, obsessive attention to detail, zero tolerance for workflow gaps.
$50M+ in ad spend. Hundreds of campaigns. One standard: qualified appointments at scale. Othman engineers paid social systems that turn cold traffic into booked meetings — compliantly, consistently.
Dimitar makes sophisticated systems feel effortless. Integrations, automation, tracking — fully built, fully invisible, fully yours from day one.
Every pixel, every creative, every campaign — Joel manages the production machine that keeps the engine running. Meta Business Partner with $15M+ in managed ad spend.
The right words close deals. Alexander writes the VSLs, ads, and funnels that convert high-net-worth prospects — direct response precision, full compliance, zero fluff.
Advisory board in formation — 1.0–2.0% equity budget. Targeting ex-SmartAsset leadership, IMO/FMO executives, and flagship hybrid + RIA owners. Inquiries welcome.
How we build. How we ship.
If a customer cancels tomorrow, their pixel keeps learning, their audiences keep compounding, their funnels keep converting. Ownership is non-negotiable — it's the entire reason this platform exists.
Every creative reviewed against SEC, FINRA, and state insurance regulations before deploying. We protect the firm's license — that's the platform's most important job.
Every advisor on the platform makes the platform smarter for the next advisor. The 301st firm gets better recommendations than the 300th. The data moat is structural, not marketed.
We model conservative cases, present base cases, and ship reality. Investors and customers see the same numbers — both audiences benefit from intellectual honesty over salesmanship.
The vertical SaaS for the
$1B+ acquisition spend nobody owns.
Bootstrapped to $860K profitable revenue, 3× year-over-year, with zero outside capital. AdvisorsOS productizes six years of demonstrated unit economics — a $2,300 ad-spend CAC, $4,000 fully-loaded CAC, 7–11× LTV:CAC, and sub-2-month payback. Currently raising a $1.5–3M Seed to ship the platform and capture the category window.
Investor Inquiries →Build the category with us.
Whether you're an advisor evaluating the platform, an investor evaluating the round, or an operator considering the team — we want to hear from you.
