Helmsted identifies the work.
You decide. It executes.
Every secure connection and permission you grant lets Helmsted take on more of your firm’s work, from helping serve clients and gathering data to running operations. Your judgment sets the direction.
We’re building the future of work for the independent RIA. The actions your firm takes on a screen today, Helmsted will execute tomorrow.
Drop it in.
Helmsted takes it from there.
No custodian feed connected yet? No setup required. Drop in statements, tax returns, trusts, spreadsheets, meeting transcripts, screenshots, or emails. Helmsted reads each one, recognizes what it is, and files it securely to the right household with the source attached.
One household.
Every detail connected.
Information carries securely between planning, documents, meetings, email, and the client portal, so no one re-keys a number or re-explains a decision.
Prep brief ready
Everything the firm does.
One place to do it.
We are constantly improving Helmsted for independent RIAs and their clients, shipping new capabilities in a continuous cycle of learning, refinement, and secure execution. Every release lands directly in the platform, expanding what your firm can do while keeping trust and security at the center.
Product images on this page are for illustration only and are not actual product screens. They are used solely to demonstrate the concept. Names, households, and figures shown are fictitious.
We build the technology.
You keep the firm.
Helmsted is a fintech company, not a competing RIA, custodian, or broker. It supports your business, your brand, and your client relationships.
Financial planning,
the way it was meant to be.
On brand. On demand. With a client portal they'll actually want to use.