Company
We're building the back office for private wealth.
Every tool we tried showed you your net worth and stopped there. The actual work — chasing K-1s, vetting capital calls, keeping entities compliant, prepping the CPA — still landed on you. So we built the agent that does it.
Why now
The unlock isn't a dashboard.
It's an operator that can finally read the paperwork.
For a decade, the answer to complex wealth was another dashboard — a prettier view of the same pile of PDFs. What changed is the machine. AI can now do document-grade operations reliably: read a capital-call notice, reconcile a distribution, track a filing deadline — and, just as important, know when it isn't sure.
But the missing piece was never automation for its own sake. It was a human on the approval line for everything that touches money. That is the whole design, and it's the part we care about most: the agent does the work, you keep the judgment. That combination is the unlock.
The principle
Read-only. You approve.
Never advice.
This is the promise we designed the product around — not fine print we bolted on after. It's the reason the architecture looks the way it does, and the line we won't cross to move faster.
The agent prepares and verifies; it never moves money, holds custody, or gives advice. The human approves everything money-adjacent — and changed wire details are always hard-flagged.
Read-only
We connect to your institutions to see — never to act. There is no code path in Telona that can move your money, and no setting that adds one.
You approve
The agent prepares and verifies every money-adjacent step, then hands it to you: what it is, what passed, and the one thing that didn't. Nothing goes out until you tap approve.
Never advice
Telona runs operations. It doesn't tell you what to buy, sell, or hold — and it isn't an investment adviser. Judgment stays with you and your professionals.
Disclosures
Telona is software — not an investment adviser, broker-dealer, or custodian. It does not provide investment, legal, or tax advice. Account aggregation is read-only. Telona never takes custody of your assets and never initiates a transfer of your funds.
What we're building toward
The direction, honestly.
We won't promise you dates we can't keep. But we'll tell you plainly where the product is headed — and what we're working on while it gets there.
- For firms
Multi-client operations
One console for an advisor or family office running the back office across many households — the same agent, scoped and isolated per client.
- For power users
Playbooks
Codify how your ops run — escalation ladders, approval rules, hand-off recipients — so the agent follows the way you already work.
- Always
Deeper document coverage
More sponsor formats, more entity jurisdictions, more of the paperwork that lands on you — landed raw, normalized, and re-derivable.
Get in touch
Building complex wealth ops, or just want to talk?
We read every message ourselves. Questions about the product, the principle, or partnering as a firm — write to us directly, and you'll hear back from a person.
hello@telona.ai