We exist to give advisors their time back.
Briefly is the AI knowledge base we built to do it. Your firm's files stay organized so Claude can answer from them and cite the source, and advisors spend the hour on clients instead of hunting for their own records.
Connor Florczyk
Founder, Briefly Wealth View LinkedIn ↗Connor began his career at Crescent Bay Advisors, Inc. (acquired by Evoke Advisors in 2024), a boutique multi-family office serving ultra-high-net-worth families with complex, multi-entity structures. He later joined a top-performing private wealth team at Morgan Stanley, coordinating investment execution across billions in assets for executives, multi-generational families, and family offices.
At both firms he spent hours prepping for client meetings, pulling data from custodians, CRMs, emails, and research platforms to build a clear picture before every conversation. He saw how much advisor time was lost to fragmentation instead of strategic client work, and founded Briefly to turn those scattered records into one knowledge base advisors can just ask, whether that means meeting prep for tomorrow or answering a one-off question.
Why now?
Generational wealth transfer
Roughly $84T is set to move across generations by 2045. Advisors need systems that preserve personalization at scale.
AI built for financial data
AI can finally read complex statements and filings accurately, and trace every figure back to the source it came from.
RIAs are scaling faster than ever
As a book grows, the files pile up faster than any one advisor can track from memory.
Our values
Nothing unverified
Every claim carries its source. Open the document and check it yourself.
The advisor approves
Briefly drafts and prepares the work, but never sends anything. Nothing reaches a client until you've reviewed and approved it.
One client file instead of twelve tabs
Notes, emails, statements, meeting notes, and CRM data become one source-backed file, and Claude can read it and cite exactly where each answer comes from, no matter what the advisor asks that day.
See what Briefly does for your team.
Source-backed client files, built from the records you already have.