Vega Minds

Vega Minds makes Vega, an AI assistant sold to financial advisors and RIA firms in the US and Canada. It connects to an advisor's email, calendar, meetings, phone system and CRM so it can work from the full client record.

Vega drafts replies to client emails inside Outlook and Gmail, prepares pre-meeting briefs, takes meeting notes without a bot joining the call, writes recap emails and pushes structured notes and tasks to the CRM. A chat assistant answers questions about clients and uploaded documents. The Pro tier adds branded client deliverables such as plan and tax summaries, file generation, meeting analytics, and reviews of client emails and meetings against SEC rules.

The company is based in Newport Beach, California, and was started by Alex Mathe-Cathala and Hugo Castalan, former registered advisors who began building Vega in 2022. Core is $50 per month and Pro $100 per month, both with a 14-day trial. It integrates with Salesforce, Redtail, Wealthbox, Practifi, Microsoft Dynamics, Zoom, Teams and Voyant.