About
The equalization layer for independent RIAs
Large firms have analysts, compliance teams, workflow infrastructure, and internal operating leverage. Independent RIAs often have the same fiduciary burden without the same built-in support. Column Agents exists to close that gap.
Our mission
We're building a system that gives independent advisory firms institutional-grade intelligence and operational support: portfolio monitoring, compliance review, meeting prep, research, communications, and workflow discipline in one advisor-controlled layer.
Why this matters
Advisors should spend more time in client relationships and less time stitching together disconnected systems, reactive checklists, and Sunday-night prep work. The firm's operating quality should not depend on firm size alone.
What we believe
The right AI system does not replace advisor judgment. It makes that judgment more prepared, more consistent, and easier to execute. Agents propose. Advisors approve. Over time, that creates a stronger operating system and a stronger client experience.