Reduce risk—Uncover hidden vulnerabilities, compliance concerns, and workflow bottlenecks.
We are a US-based custom software agency with deep experience in the wealth management industry. We work closely with RIAs and independent financial planners to integrate their tech stacks, deploy compliance-first AI tools, and identify technology risks before they impact your business or clients.

Time spent managing disconnected software, spreadsheets, and poorly implemented AI tools is time stolen from client relationships.
Small inefficiencies compound over time. Re-keying client data, chasing NIGO paperwork, and managing duplicate data entry create administrative overhead that pulls you away from client relationships. Planners often find themselves acting as system coordinators instead of trusted advisors.
Your CRM, custodian platform, portfolio management systems, and financial planning tools should work together. We eliminate manual data transfers by building secure integrations that keep your information synchronized. We integrate:
You know AI can help, but it's difficult to separate practical opportunities from hype. We help identify where AI can create measurable value, select the right tools, and integrate them into existing workflows. We help with:
Stop wondering if your current technology exposes your business to risk. Our assessment identifies vulnerabilities, operational weaknesses, and technology constraints that slow your firm down or expose it to risk. We evaluate:
Because we're US-based, connecting and communicating with our technology experts will be a breeze, with minimal variances in time zones.
Real clients, real projects, real reviews—from across industries.
The team conducted a meticulous assessment, identifying vulnerabilities and providing clear, actionable recommendations to enhance our security. They demonstrated a deep understanding of best practices across cloud security, infrastructure hardening, and application security, ensuring that our systems were both robust and compliant with industry standards.
Robert Sofia, CEO
Snappy KrakenThey understand our space. They understand the importance of financial planning and want to learn as much as possible to support their work with us. You don't always come across that desire in service providers.
Ben Lewis, Chief Communications and Development Officer
Financial Planning AssociationThey’re clearly a smart group of hand-picked individuals, focusing on creating custom solutions for custom problems.
Darrin Martin, Training & Development Manager
Volkswagen of AmericaWe worked with several different resources from The Smyth Group, and all were top-notch.
Scot Klocke, IT Director
Columbia SportswearThe Smyth Group's people are far beyond the average team. When we have a difficult problem, we bring them on board because they have high-quality resources. The products we've created with them have increased our top-line revenue or lowered our costs, making us more profitable. It’s a successful relationship.
Alan Gordon, CIO
CisiveThey went all-in on understanding our business, and what we wanted to accomplish... and because of their process, many times they were presenting features that our team had not thought of! I am amazed by their organization, documentation, and level of experience in achieving our vision.
Even when we struggled to explain our ideas, they figured out how to make it clear and present the perfect solution.
Phil Penton, CEO
Xcite AutomotiveThey were very professional and responsive.
Kevin Holmes, CEO
Founders Network©2026 The Smyth Group. All rights reserved. Privacy Policy