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RIA Edge West
October 7-9, 2024
Ritz-Carlton | Marina del Rey, CA

Vega Minds

Profile

Vega Minds is a software startup company offering a unified client intelligence solution to financial advisors. Vega was founded by MIT engineers and a registered advisor and is based in California. Vega Minds offers Vega, an AI Associate Advisor. Vega syncs with emails, meeting and conversation technologies, CRM, and firm knowledge. As a unified intelligence solution, Vega drafts your email responses, customizes proactive touchpoints, takes meeting notes, automates CRM updates, and chats with you to help with research and problem-solving.