About FutureAdvice
The MSO built for the future of financial advice.
FutureAdvice is a managed service organization that accelerates financial advice by delivering the digital infrastructure independent RIAs need to access private markets, navigate M&A transactions, and integrate acquired firms — all built on AppCrown data infrastructure.
Our Story
We saw the gap. We built the bridge.
Independent RIAs are the fastest-growing segment of wealth management — but they're operating with infrastructure designed for a different era. Accessing alternatives requires operational capabilities most firms don't have. M&A transactions are slowed by manual diligence processes. Post-close integrations fail because no one owns the operational work.
FutureAdvice was built to solve those problems. We're a managed service organization — not a technology vendor, not a PE firm, not a consultant. We deliver ongoing operational services that sit between RIAs and the institutional infrastructure they need.
Our services run on AppCrown, a purpose-built data infrastructure platform for wealth management. AppCrown gives us the data foundation to deliver managed services at institutional quality — aggregating, normalizing, and structuring data across custodians, portfolio systems, and alternative investment platforms.
What Is an MSO?
A managed service organization is not a technology platform.
Technology platforms give you tools. A managed service organization gives you outcomes. FutureAdvice doesn't just provide software — we provide the people, processes, and technology to deliver specific operational results on your behalf. You stay focused on client relationships and investment management. We handle the infrastructure.
Technology vendor
Gives you software to operate
Consultant
Tells you what to build
PE firm
Takes equity to fund growth
FutureAdvice MSO
Delivers operational outcomes as a service
AppCrown Partnership
Built on infrastructure that wealth management trusts.
FutureAdvice services are built on AppCrown — a data infrastructure platform purpose-built for wealth management firms. AppCrown's aggregation, normalization, and structured extraction capabilities are what make FutureAdvice's managed services possible at scale. The partnership between FutureAdvice and AppCrown means our clients get institutional-grade data infrastructure without building or maintaining it themselves.
Our Principles
How we work.
Outcomes over outputs
We're accountable for results — not deliverables. Our engagement model is built around operational outcomes, not hours billed or features shipped.
Advisor independence
We exist to amplify independent advisors, not to acquire or consolidate them. Our services are designed to make your firm stronger on its own terms.
Data integrity first
Every service we deliver is grounded in clean, reconciled data. We don't build on assumptions — we build on AppCrown's structured data foundation.
Transparent operations
No black boxes. Every managed service comes with clear SLAs, milestone reporting, and full visibility into what we're doing and why.
Let's build the infrastructure your firm needs.
Whether you're expanding into private markets, navigating a transaction, or integrating an acquisition — FutureAdvice delivers the managed services to make it happen.