We exist to give advisors back their time, so they can focus on clients, not manual prep.
Connor Florczyk
Founder, Briefly WealthConnor 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 fix it: automating meeting prep and unifying data across custodial platforms and core advisor systems so advisors can deepen client relationships and make better decisions as books grow and wealth passes to the next generation.
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
Independent advisors need workflow tools that keep pace with their growth.
Our values
Nothing Unverified
Every output traces back to a source you can open and check. If Briefly can't cite it, Briefly won't claim it.
The Advisor Approves
Briefly drafts, surfaces, and prepares the work. It never sends. Nothing reaches a client until you've reviewed and approved it.
One Client File, Not Twelve Tabs
Notes, emails, statements, meetings, and CRM data become a single source-backed file, so the scramble before every meeting goes away.
See what Briefly does for your team.
Source-backed client files, built from the records you already have.