VastAdvisor's Ian Karnell on Why Advisers Fail at Organic Growth

Organic growth has long been a weak spot in wealth management, with referrals slowing when advisers neglect networks and bought leads fading once payments end. VastAdvisor, launched in March 2026 at Future Proof Citywide, says it offers an “organic growth operating system” for advisory firms. The startup raised a $1 million SAFE round in August and aims to replace scattered, time-consuming marketing activities. Co-founder and CEO Ian Karnell, previously co-founding Truelytics (acquired by Envestnet), describes a system that generates data-grounded client profiles, builds compliant campaign creatives, and routes review through agents mapped to FINRA Rule 2210 and SEC advertising requirements. The AI logs decisions for governance and provides owned attribution.