Live Oak Bank
Acquisition, succession and transition loans for investment advisory firms
- RIAs
- Broker-dealers
- Asset managers
Practice management & M&ACustom quote
Practice management & M&AMeeting notetakersOnboarding and account openingRecruiting and transition platforms
FastTrackr AI
AI platform that automates repapering and account transfers when advisors move books between firms
Founded 2025Venture-backedfasttrackr.ai
What it does
FastTrackr AI sells software that runs advisor transitions, the process of moving a book of client accounts from one broker-dealer, RIA or custodian to another. Buyers include breakaway advisors, acquisitive RIAs, independent broker-dealers, transition consultants and custodians.
The platform gathers client data from structured and unstructured sources, fills in the destination custodian's and firm's account and transfer paperwork, sends it out for e-signature, and tracks every household's status in real time to cut not-in-good-order rejections. Separate modules cover client onboarding, document intelligence and an AI meeting assistant. The company says it supports moves to custodians including Fidelity, Schwab and Goldman Sachs.
FastTrackr was founded in 2025, is led by founder and CEO Vineet Mohan, and is backed by GAI Ventures. Transition pricing is scoped per engagement; the meeting assistant is priced per seat with a free tier.
Best for
- Serves
- RIAs, Broker-dealers
Features
- Automated repapering for advisor transitions
- Custodian paperwork pre-fill
- E-signature routing
- Real-time household transition tracking
- Client onboarding workflows
- AI meeting assistant
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
Integrations
- Charles Schwab
- Fidelity
- Goldman Sachs Advisor Solutions
Coverage from The Daily Network
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