About Us
The Technology and Branding Partner for Wealth Advisors.
We’ve leveraged our vast collective experiences in technology and creative leadership roles within major corporations and global businesses and transformed that knowledge into a powerful platform specifically for small to medium sized financial firms nationwide. By becoming an extension of their teams, we can provide meaningful strategies, quality driven deliverables, and cost-efficient solutions that drive long-term success.
Who We Help
Your Consistent Growth and Stability is Our Business.
From wealth management firms, RIAs, CPAs, tax advisors, and independent financial advisors — we’ve tailored Aurmis to seamlessly integrate with financial businesses to protect their technology infrastructures, cut wasteful third-party spending, and position their businesses for consistent growth and stability. Whether it’s navigating SEC examinations, providing essential technology solutions, redesigning an outdated website, launching a new advisory firm, or marketing to prospective clients, Aurmis provides around the clock support.
Our Process
Tailored to Your Priorities, Every Step of the Way.
Open and consistent communication is the cornerstone of every successful partnership. From the very beginning, we take the time to ask thoughtful questions and, more importantly, to listen. This discovery process helps us understand your unique priorities, challenges, short and long-term goals — creating the foundation for a meaningful, lasting relationship.
01
Discovery
We start by asking thoughtful questions and, more importantly, listening. This helps us understand your priorities, challenges, and goals.
02
Plan & Proposal
With your input, our team designs a tailored strategy and proposes clear next steps. We outline short and long-term opportunities, along with estimates and timelines for review.
03
Implementation
Once aligned, we begin executing the plan. This phase includes progress updates and collaboration checkpoints to ensure timelines, costs, and outcomes stay on track.
04
Monitor
After implementation, we continue monitoring results, refining where needed, and providing proactive updates. We’re always available to connect as new questions or priorities arise.
