Scale Your RIA Without the Stress
Reclaim 15+ hours a week with VAs who get compliance, clients, and growth.
Backed by Ex-RIA Pros
Trusted by 100+ IARs nationwide
Reclaim 15+ hours a week with VAs who get compliance, clients, and growth.
Our VAs handle audits and updates, so you don't have to. Sleep easy knowing everything is handled.
Free up time to land $200k+ clients. Our VAs handle the admin so you can focus on growth.
Personalized follow-ups that keep them loyal. We help you deliver white-glove service consistently.
"WealthSync saved me 12 hours a week—I closed a $300k account I'd never have chased otherwise. Their VAs understand our industry like no other service."
IAR, 8 years experience
"Compliance was a nightmare. Now it's handled. I can actually focus on client relationships instead of paperwork. The ROI was immediate."
RIA Owner, 12 years experience
We're so confident you'll love our service, we offer a 30-day guarantee.
$1,997/month = 40 hours of expert support = $4,000+ in reclaimed time
WealthSync VAs started with a simple truth: IARs are buried in admin, not building wealth. Our founder saw it firsthand—years in an RIA, watching advisors lose hours to paperwork instead of clients.
We built a better way: VAs who sync with your practice, trained by ex-RIA pros to handle the details so you can scale.
Every WealthSync VA has 6+ months of RIA-specific training—compliance, CRM, client workflows. We've worked with Redtail, Wealthbox, and SEC audits, so you get support that fits.
Free IARs to focus on what matters—growth and relationships—while we master the rest.
Pick the plan that fits your practice. Every WealthSync VA saves you time, boosts AUM, and cuts stress—guaranteed.
Perfect for solo IARs
20 hours of support
Scale your practice fast
40 hours of support
Full-service RIA support
60 hours of support
Templates, checklists, and workflows to keep your practice audit-ready.
Proven strategies to keep clients engaged and reduce attrition.
We analyze your workflows to identify 5+ hours of additional time savings.
Jump to the front of the line and get started within 72 hours.
That's $1,250 in free bonuses—because your success is our priority.
First 10 save 10% on Month 1
30-Day Results Guarantee—No risk, all reward
Claim Your VAHere's how WealthSync VAs solve your biggest challenges.
Our VAs are trained by ex-RIA pros—6+ months in compliance, CRM, and client workflows. No learning curve, just results.
A VA saving 15 hours at $200/hour = $3,000/month in value. Our $1,997 Growth Plan pays for itself—and then some.
Try us risk-free. If you don't save 10+ hours in 30 days, get a full refund.
Yes—Redtail, Wealthbox, eMoney, you name it. We sync within 2 weeks.
Way cheaper. A $25/hour assistant costs $4,000/month with benefits. Our Elite Plan is $2,997—with no overhead.
Priority onboarding means your VA's ready in 72 hours.
Let's discuss how WealthSync VAs can transform your RIA.
15-minute consultation to assess your needs
hello@wealthsyncvas.com
We only work with 15 new IARs per quarter to ensure white-glove service.
