Agentic SuperIntelligence Era
Unlock Infinite Capacity and Quantum Scale for Your Wealth Practice
RAFA's Agentic SuperIntelligence handles the heavy lifting, frees up invaluable time so you can focus on your clients and the growth of your business, while maintaining the personalized feel your clients have come to expect
It's the Blueprint for Tomorrow's Elite Advisor.
PRO
10
Total Clients
2
Households
40%
Client Satisfaction Score
$20M
Total AUM
Engagement Index (%)
Satisfaction Level
Which clients haven’t been contacted in 30 days?
June
Mon 16
All day
All day
8 AM
9 AM
10 AM
11 AM
12 PM
1 PM
2 PM
PRO
10
Total Clients
2
Households
40%
Client Satisfaction Score
$20M
Total AUM
Engagement Index (%)
Satisfaction Level
Which clients haven’t been contacted in 30 days?
June
Mon 16
All day
All day
8 AM
9 AM
10 AM
11 AM
12 PM
1 PM
2 PM
PRO
10
Total Clients
2
Households
40%
Client Satisfaction Score
$20M
Total AUM
Engagement Index (%)
Satisfaction Level
Which clients haven’t been contacted in 30 days?
June
Mon 16
All day
All day
8 AM
9 AM
10 AM
11 AM
12 PM
1 PM
2 PM
PRO
10
Total Clients
2
Households
40%
Client Satisfaction Score
$20M
Total AUM
Engagement Index (%)
Satisfaction Level
Which clients haven’t been contacted in 30 days?
June
Mon 16
All day
All day
8 AM
9 AM
10 AM
11 AM
12 PM
1 PM
2 PM
Does looking at your week already feel like a compromise?
You became an advisor to build relationships and design strategies, not to get lost in busywork. Imagine delegating your entire to-do list to a team of intelligent partners who preps, analyzes, and communicates just like you would.
The Leverage of a 10-Person Team.
The Freedom to Run Your Business
RAFA’s AI agents work as a seamless extension of your practice, handling the workload of an entire team so you can deliver the dedicated, personal attention that sets you apart.
Does looking at your week already feel like a compromise?
You became an advisor to build relationships and design strategies, not to get lost in busywork. Imagine delegating your entire to-do list to a team of intelligent partners who preps, analyzes, and communicates just like you would.
The Leverage of a 10-Person Team.
The Freedom to Run Your Business
RAFA’s AI agents work as a seamless extension of your practice, handling the workload of an entire team so you can deliver the dedicated, personal attention that sets you apart.
Advisors using RAFA Pro report an average of
12+
12+
12+
hours saved per week
What used to drain entire days now "happens in minutes, usually less" with what one advisor calls "the best CFA I could never afford," letting you "elevate your prospect and client experience and set you apart from all the rest!".
What used to drain entire days now "happens in minutes, usually less" with what one advisor calls "the best CFA I could never afford," letting you "elevate your prospect and client experience and set you apart from all the rest!".
PORTFOLIO
agent
Financial agent
momentum
agent
derivatives
agent
researcher agent
PORTFOLIO
agent
Financial agent
momentum
agent
derivatives
agent
researcher agent
RAFA's Super Agents Team
RAFA's Super Agents Team
RAFA's Super Agents Team
Transforming Wealth Practices:
Voices from the Leading edge
Everyone knows that AI can help Advisors elevate their practice with leverage and efficiency. We are constantly looking for the latest and best technology to help elevate our client experience and have implemented AI in that process, however Rafa takes it to a whole new level! From activity to work flows to execution, it is in my opinion THE latest and best!
Scott Abry
Makari Group, LLC
I serve as a consultant to top Financial Advisors, Fund Managers, and Wholesalers who often need guidance on the challenges of their day to day routine. Many of their tasks are repetitive and time consuming with scarce resources. They just want to spend time with their clients, grow their business, or get more time back to actually enjoy some R&R. It's giving advisors their evenings back while delivering exceptional client service. That's the kind of technology that actually moves the needle for all practices. It’s my top recommendation to all my clients!
See More
Paul McConville
President and Founder, Quincy Capital Partners, LLC
RAFA Pro is like having the best CFA I could never afford, it's been an absolute godsend for my independent practice. We're doing more with less, growing faster than ever, and the platform just keeps getting better!
Ty Hensley
President & Founder, Hensley Retirement Planning
We run a boutique RIA with ambitious goals, and before RAFA Pro we were suffocating under manual processes. If we had this technology earlier, we could have scaled our practice exponentially and served three times as many families. It's so intuitive that any new team member becomes productive immediately, day one, minute one. What used to drain entire days from my calendar, happens in minutes, usually less. The time spent on Annual Review Prep and Client Follow Ups, used to take hours and hours of precious time that should have been spent with clients. Now it’s done in 70 seconds! I'm not exaggerating when I say this has reignited my passion. Instead of dealing with spreadsheets and switching between a thousand screens, I'm finally doing what I want to be doing; watching my clients live their best lives, confidently and comfortably. I can't recommend RAFA strongly enough. It will completely revitalize your practice and your passion!
See More
Torr Steinhilber
President & Founder, Munro Asset Management
Everyone knows that AI can help Advisors elevate their practice with leverage and efficiency. We are constantly looking for the latest and best technology to help elevate our client experience and have implemented AI in that process, however Rafa takes it to a whole new level! From activity to work flows to execution, it is in my opinion THE latest and best!
Scott Abry
Makari Group, LLC
I serve as a consultant to top Financial Advisors, Fund Managers, and Wholesalers who often need guidance on the challenges of their day to day routine. Many of their tasks are repetitive and time consuming with scarce resources. They just want to spend time with their clients, grow their business, or get more time back to actually enjoy some R&R. It's giving advisors their evenings back while delivering exceptional client service. That's the kind of technology that actually moves the needle for all practices. It’s my top recommendation to all my clients!
See More
Paul McConville
President and Founder, Quincy Capital Partners, LLC
RAFA Pro is like having the best CFA I could never afford, it's been an absolute godsend for my independent practice. We're doing more with less, growing faster than ever, and the platform just keeps getting better!
Ty Hensley
President & Founder, Hensley Retirement Planning
We run a boutique RIA with ambitious goals, and before RAFA Pro we were suffocating under manual processes. If we had this technology earlier, we could have scaled our practice exponentially and served three times as many families. It's so intuitive that any new team member becomes productive immediately, day one, minute one. What used to drain entire days from my calendar, happens in minutes, usually less. The time spent on Annual Review Prep and Client Follow Ups, used to take hours and hours of precious time that should have been spent with clients. Now it’s done in 70 seconds! I'm not exaggerating when I say this has reignited my passion. Instead of dealing with spreadsheets and switching between a thousand screens, I'm finally doing what I want to be doing; watching my clients live their best lives, confidently and comfortably. I can't recommend RAFA strongly enough. It will completely revitalize your practice and your passion!
See More
Torr Steinhilber
President & Founder, Munro Asset Management
The First & Only Agentic Operating Platform for Your Advisory Practice
Lead your practice from a single Command Center that unifies all your tools and data, giving you the seamless, intuitive control that disjointed systems can't match.
Finetuned Foundation Models
Your Firm, Unified and Empowered
RAFA is the vertically integrated platform that brings your data, workflows, and intelligence together with the effortless power you expect from a modern technology leader.
Elite LLM Ensemble: Harnesses the collective power of leading foundation models, dynamically selecting the best AI for each task.
Universal Document Intelligence: Our finetuned models master any file type—PDFs, spreadsheets, slides—unlocking insights trapped in your data.
Continuous Learning: Built from the ground up to continuously improve on advisor workflows.
Unified Strength: Delivers the unique advantages of multiple specialized AIs through one seamless, powerful engine.
RAFA Super Agents
Your Entire Practice, Now at Your Fingertips
No more digging through CRMs, spreadsheets, or disconnected notes. RAFA brings every piece of your advisory knowledge into one seamless command center.
Scalable Intelligence: Behaves like an entire team of your best employees, ready to work 24/7 across your entire firm at incredible scale.
Total Data Connectivity: Seamlessly integrates with all your essential sources—market feeds, Morningstar, CRMs, private files, and the web.
Purpose-Built for Advisors: Agents are designed with advisor-specific logic, dramatically outperforming generic AI in quality, relevance, and accuracy.
Autonomous & Proactive: Goes beyond answering questions by independently monitoring data, identifying critical events, and executing complex tasks.
Agentic Workflows Engine
The Intelligent Workflow Engine
Create and orchestrate limitless workflows personalized to your firm, and tap into shared intelligence from top advisors.
Hyper-Personalized Automation: We deliver workflows that perfectly mirror your firm's unique strategy, processes, and compliance rules.
Intelligent Orchestration: Seamlessly connect your RAFA Superagents to automate entire client journeys, from prospecting and onboarding to portfolio reviews.
A Marketplace of Best Practices: Instantly access a growing library of proven workflows shared by a vibrant community of elite advisors.
Infinite Scalability, Zero Code: Adapt, customize, and deploy unlimited workflows with an intuitive interface, continuously elevating your firm's efficiency.
The Blueprint for Intelligent Advice
Our integrated architecture turns the world's most powerful AI into an autonomous workforce, perfectly orchestrated system that executes your firm's vision at scale.
The First & Only Agentic Operating Platform for Your Advisory Practice
Lead your practice from a single Command Center that unifies all your tools and data, giving you the seamless, intuitive control that disjointed systems can't match.
Finetuned Foundation Models
Your Firm, Unified and Empowered
RAFA is the vertically integrated platform that brings your data, workflows, and intelligence together with the effortless power you expect from a modern technology leader.
RAFA Super Agents
Your Entire Practice, Now at Your Fingertips
No more digging through CRMs, spreadsheets, or disconnected notes. RAFA brings every piece of your advisory knowledge into one seamless command center.
Agentic Workflows Engine
The Intelligent Workflow Engine
Create and orchestrate limitless workflows personalized to your firm, and tap into shared intelligence from top advisors.
The Blueprint for Intelligent Advice
The First & Only Agentic Operating Platform for Your Advisory Practice
Lead your practice from a single Command Center that unifies all your tools and data, giving you the seamless, intuitive control that disjointed systems can't match.
Finetuned Foundation Models
Your Firm, Unified and Empowered
RAFA is the vertically integrated platform that brings your data, workflows, and intelligence together with the effortless power you expect from a modern technology leader.
Elite LLM Ensemble: Harnesses the collective power of leading foundation models, dynamically selecting the best AI for each task.
Universal Document Intelligence: Our finetuned models master any file type—PDFs, spreadsheets, slides—unlocking insights trapped in your data.
Continuous Learning: Built from the ground up to continuously improve on advisor workflows.
Unified Strength: Delivers the unique advantages of multiple specialized AIs through one seamless, powerful engine.
RAFA Super Agents
Your Entire Practice, Now at Your Fingertips
No more digging through CRMs, spreadsheets, or disconnected notes. RAFA brings every piece of your advisory knowledge into one seamless command center.
Scalable Intelligence: Behaves like an entire team of your best employees, ready to work 24/7 across your entire firm at incredible scale.
Total Data Connectivity: Seamlessly integrates with all your essential sources—market feeds, Morningstar, CRMs, private files, and the web.
Purpose-Built for Advisors: Agents are designed with advisor-specific logic, dramatically outperforming generic AI in quality, relevance, and accuracy.
Autonomous & Proactive: Goes beyond answering questions by independently monitoring data, identifying critical events, and executing complex tasks.
Agentic Workflows Engine
The Intelligent Workflow Engine
Create and orchestrate limitless workflows personalized to your firm, and tap into shared intelligence from top advisors.
Hyper-Personalized Automation: We deliver workflows that perfectly mirror your firm's unique strategy, processes, and compliance rules.
Intelligent Orchestration: Seamlessly connect your RAFA Superagents to automate entire client journeys, from prospecting and onboarding to portfolio reviews.
A Marketplace of Best Practices: Instantly access a growing library of proven workflows shared by a vibrant community of elite advisors.
Infinite Scalability, Zero Code: Adapt, customize, and deploy unlimited workflows with an intuitive interface, continuously elevating your firm's efficiency.
The Blueprint for Intelligent Advice
Our integrated architecture turns the world's most powerful AI into an autonomous workforce, perfectly orchestrated system that executes your firm's vision at scale.
The First & Only Agentic Operating Platform for Your Advisory Practice
Lead your practice from a single Command Center that unifies all your tools and data, giving you the seamless, intuitive control that disjointed systems can't match.
Finetuned Foundation Models
Your Firm, Unified and Empowered
RAFA is the vertically integrated platform that brings your data, workflows, and intelligence together with the effortless power you expect from a modern technology leader.
RAFA Super Agents
Your Entire Practice, Now at Your Fingertips
No more digging through CRMs, spreadsheets, or disconnected notes. RAFA brings every piece of your advisory knowledge into one seamless command center.
Agentic Workflows Engine
The Intelligent Workflow Engine
Create and orchestrate limitless workflows personalized to your firm, and tap into shared intelligence from top advisors.
The Blueprint for Intelligent Advice
Your Firm, Your Rules
Your Firm, Your Rules
Your Firm, Your Rules
Your Firm, Your Rules
The Agentic Operating Platform that Redefines Your Practice
Generic software slows you down. RAFA delivers AI workflows precision-engineered for your firm by our AI and Investment Experts, enriched by the collective wisdom of our advisor community.
The Minds Behind the Mission
The Minds Behind the Mission
The Minds Behind the Mission
Our team unites deep-tech pioneers from NVIDIA, blockchain experts, seasoned veterans from the financial industry, and masters of consumer product and design.
The Multi-Domain Mastery
Fueling RAFA's Magic
The Multi-Domain Mastery
Fueling RAFA's Magic
Artificial
Intelligence
Fintech
Product
Client
Experience
Advisory
Blockchain
Chandra Duggirala, MD
Chandra Duggirala, MD
Cofounder & CEO
Cofounder & CEO
M.D. turned Serial Tech Entrepreneur. 2 Exits in Software startups, 1 in Medtech startup. 7 years working in Fintech. Inventor of 1st functional Layer-2 cross-chain atomic swaps protocol.
Abhinav Sinha
Abhinav Sinha
Cofounder & Head of AI
Cofounder & Head of AI
Drawing on a decade at the heart of NVIDIA's AI innovation, Abhinav co-founded RAFA with a mission to put the world's most advanced Agentic AI directly into the hands of wealth advisors.
Manoj Duggirala
Manoj Duggirala
Cofounder & CTO
Cofounder & CTO
A 3X startup founder who has led a 150-engineer team and designed a large-scale advanced analytics platform. Previous experience includes roles at IBM Almaden and Invensense.
Brian Bonewitz, CFA
Brian Bonewitz, CFA
Chief Product Officer
Chief Product Officer
With 20+ years of experience from every seat at the Advisory table—from UHNW Advisor to Portfolio Manager directing $800M+—he delivers your firm's access to AI-powered institutional insight.
Joseph Mrozienski, CIMA®, MBA
Joseph Mrozienski, CIMA®, MBA
Global Head of Distribution
Global Head of Distribution
A seasoned senior executive who spent 20+ years leading the distribution of complex financial products, now taking that expertise to help Advisors scale with AI-powered solutions.
Jefferson Pitt
Jefferson Pitt
Strategic Advisor
Strategic Advisor
Jeff focuses on tools, solutions and strategies that help independent advisors execute their vision. Jeff has 18 years of experience in Financial Services.
Chandra Duggirala, MD
Cofounder & CEO
M.D. turned Serial Tech Entrepreneur. 2 Exits in Software startups, 1 in Medtech startup. 7 years working in Fintech. Inventor of 1st functional Layer-2 cross-chain atomic swaps protocol.
Abhinav Sinha
Cofounder & Head of AI
Drawing on a decade at the heart of NVIDIA's AI innovation, Abhinav co-founded RAFA with a mission to put the world's most advanced Agentic AI directly into the hands of wealth advisors.
Manoj Duggirala
Cofounder & CTO
A 3X startup founder who has led a 150-engineer team and designed a large-scale advanced analytics platform. Previous experience includes roles at IBM Almaden and Invensense.
Brian Bonewitz, CFA
Chief Product Officer
With 20+ years of experience from every seat at the Advisory table—from UHNW Advisor to Portfolio Manager directing $800M+—he delivers your firm's access to AI-powered institutional insight.
Joseph Mrozienski, CIMA®, MBA
Global Head of Distribution
A seasoned senior executive who spent 20+ years leading the distribution of complex financial products, now taking that expertise to help Advisors scale with AI-powered solutions.
Jefferson Pitt
Strategic Advisor
Jeff focuses on tools, solutions and strategies that help independent advisors execute their vision. Jeff has 18 years of experience in Financial Services.
Chandra Duggirala, MD
Cofounder & CEO
M.D. turned Serial Tech Entrepreneur. 2 Exits in Software startups, 1 in Medtech startup. 7 years working in Fintech. Inventor of 1st functional Layer-2 cross-chain atomic swaps protocol.
Abhinav Sinha
Cofounder & Head of AI
Drawing on a decade at the heart of NVIDIA's AI innovation, Abhinav co-founded RAFA with a mission to put the world's most advanced Agentic AI directly into the hands of wealth advisors.
Manoj Duggirala
Cofounder & CTO
3x startup founder. Led a 150-engineer teams, designed large scale advanced anlytics platform. Previously @IBM Almaden, @Invensense.
Brian Bonewitz, CFA
Chief Product Officer
With 20+ years of experience from every seat at the Advisory table—from UHNW Advisor to Portfolio Manager directing $800M+—he delivers your firm's access to AI-powered institutional insight.
Joseph Mrozienski, CIMA®, MBA
Global Head of Distribution
A seasoned senior executive who spent 20+ years leading the distribution of complex financial products, now taking that expertise to help Advisors scale with AI-powered solutions.
Jefferson Pitt
Strategic Advisor
Jeff focuses on tools, solutions and strategies that help independent advisors execute their vision. Jeff has 18 years of experience in Financial Services.
Best of
Financial Planning
2025
Personal Finance
Tech of the Year
Finalist 2024
Best of Investment
2025
Best New Product
Finalist 2024
Best of
Financial Planning
2025
Personal Finance
Tech of the Year
Finalist 2024
Best of Investment
2025
Best New Product
Finalist 2024
Unanimously Recognized. Undeniably Powerful.
Unanimously Recognized. Undeniably Powerful.
Highest quality data sources ↘︎
10,000+
News Sources
SEC
Fillings
10,000+
News Sources
SEC
Fillings