AI consulting for professional practices

Why are you still
doing that manually?

elevatemy.ai helps financial advisors replace manual operations with AI systems that run quietly in the background. So you can focus on the work only You can do.

Book a free audit See what we build →
10+
Hours saved per week
$0
Cost for first audit
6
Weeks to first results
161+
Contacts automated
Revenue automation
HubSpot integration
AI content engine
Client onboarding
Statement parsing
CRM sync
Practice dashboards
Meeting notes AI
Revenue automation
HubSpot integration
AI content engine
Client onboarding
Statement parsing
CRM sync
Practice dashboards
Meeting notes AI
The problem

You didn't build a practice to spend your days on admin.

01
Revenue tracking is still manual
Copying numbers out of custodian PDFs, reconciling spreadsheets, chasing down figures — every week, hours gone. Data that should flow automatically still requires you to touch it.
02
Marketing falls through the cracks
You know you should be posting, writing, staying in front of clients. But between client work and operations, content never makes it out the door. Your competition is.
03
Operations are running you
Onboarding, follow-ups, compliance checklists, meeting notes — the work of running the business is drowning the work of growing it. The ceiling isn't ambition. It's bandwidth.
What we build

AI systems that work while you do.

Every service we offer is one we built and run inside our own $120M AUM financial practice first. Nothing theoretical. Everything proven.

📊
Revenue Intelligence
Automated statement parsing, CRM sync, and trailing-12 revenue dashboards. Works with Cetera, LPL, Schwab, Raymond James, and more.
from $1,500 setup
✍️
AI Content Engine
Monthly blog posts, LinkedIn, email newsletters — drafted by AI, reviewed by you, scheduled automatically. Stay visible without lifting a finger.
$500 / month
⚙️
Smart Ops Bundle
AI meeting notes, client onboarding automation, compliance checklists, and staff SOPs. Replace the repetitive work with systems that don't forget.
$2,000 setup + $300/mo
🏢
HubSpot for Advisors
Advisor-specific CRM setup with AUM tracking, revenue by client, referral attribution, and automated pipelines. Built for how practices actually work.
from $1,000 setup
📈
Practice Acquisition Toolkit
Due diligence templates, client migration playbook, HubSpot contact import, and revenue normalization. Acquire and integrate faster.
$5,000 project
🎯
AI Growth Coaching
Monthly 1-on-1 sessions plus async support. New tool rollout, prompt training, and growth strategy tied to real AUM and revenue targets.
$500 / month
How it works

From audit to automated in six weeks.

01
Free practice audit
A 30-minute call to map your current tech stack, data sources, and biggest time drains. You leave with a clear picture of where AI saves you the most — whether you work with us or not.
02
Quick wins first
We start with the highest-impact fixes — usually statement automation and meeting notes. Most clients see results within two weeks of kickoff.
03
Build and automate
Dashboards, email sequences, onboarding flows, CRM sync. We build the infrastructure and train your team to run it confidently.
04
Scale on your terms
Ongoing coaching, new tool rollout, and growth strategy. We stay involved as long as you need — or hand it over once you're running independently.
Built by an advisor, for advisors

We didn't read about this in a blog post. We built it for our own practice.

Matt and Tracy Barnhart run Sovran Advisors LLC, a $120M AUM independent RIA based in San Diego. Every tool we offer at elevatemy.ai was built, tested, and refined inside Sovran first — on real client data, real custodian statements, and real compliance requirements.

Our goal is $1B AUM by 2030. AI is how we get there. And it's how we'll help you get there too.

$120M
AUM managed in-house
161+
Contacts automated in one push
17mo
Of data backfilled, 0 failures
$1B
AUM target by 2030
Sovran Advisors — Live dashboard
Total AUM
$120M
↑ toward $1B
Monthly revenue
$66.7K
↑ 12% YoY
Contacts synced
161
0 failures
Months backfilled
17
Jan 25 → May 26
Pricing

Simple, transparent pricing.

Start with a free audit. No contract required until you're ready.

Core
$99
per month
  • Revenue dashboard
  • Statement upload & parsing
  • PDF & CSV export
  • Up to 3 users
  • Email support
Get started
Pro
$199
per month
  • Everything in Core
  • CRM sync (HubSpot, Redtail)
  • AI content engine
  • Unlimited users
  • Priority support
Get started
Enterprise
Custom
tailored to your practice
  • Everything in Pro
  • White-label option
  • Custom CRM connectors
  • API access
  • Dedicated advisor
Talk to us

Ready to elevate your practice?

Book a free 30-minute practice audit. You'll leave with a clear AI roadmap — no obligation, no pitch, just clarity.

Or email us directly at hello@elevatemy.ai · San Diego, CA