We ran out of hours.
So we built the house.
We automate prospecting, client onboarding, client meetings, and the marketing engine that feeds them. Built by a founder who needed it first.
.webp)
Our Partners
About Us
Under Your Roof
Since 2021, we've helped run a niche advisor coaching program alongside top CFPs and served hundreds more through the Global Financial Planning Institute.
But we're also founders. Marketing. Sales. Client onboarding. Meetings. Project management. Finances, Taxes, Payroll. Every one a full-time job.
Clients expect the quality and speed of a full team. Generic, one-size-fits-all SaaS rarely helps because every business is unique, and most products don't fit how we actually run ours. So we built our own.
That's House of Work. A full marketing team of AI agents. SDRs keeping the pipeline warm. Automations for prospecting, onboarding, and every client meeting all running in the background. All custom built for your firm with a dedicated partner listening to your feedback.
The result: 30 hours saved per client conversion, and counting because the agents get sharper the more we use them.
We help you build a business that works for you so you can work more on the business rather than in it.
Est. 2021
We have worked with dozens of wealth management firms providing AI, marketing and business automation since 2021.
Secure & Compliant
Compliance audit trails with a clear barrier between marketing and client PII data so you can benefit from all of our work.
Full Support
We're not a SaaS company. We are a human + AI team helping you strategize, grow and scale what makes your firm unique.
It scales
We create AI automations that get smarter over time and empower you and your advisors to scale.
Custom AI Automations
Across Your Firm
