Registered investment advisors are under the same pressure the rest of the buy-side has felt for years: more clients, more reporting, more scrutiny, and ops stacks that still lean on spreadsheets and manual re-keying. Software alone rarely fixes that. Neither does a slide deck of process recommendations.
Today we announced an exclusive strategic partnership with Evergreen Meridian to modernize RIA investment operations end to end — pairing their transformation and program-management expertise with ForeStrat’s AI-native platform. Coverage of the announcement is on the Des Moines Register.
Why this pairing
Evergreen Meridian leads planning, project management, and transformation program management for client engagements, including AI enablement and governance in regulated environments. ForeStrat provides the platform and software build: configuring and deploying the stack to fit each firm’s data, workflows, and controls.
Their principals have deep experience taking RIAs and financial services firms through mergers, acquisitions, and platform consolidations. That matters because modernization fails when technology is dropped into an operating model that was never redesigned to use it. The joint offering is built so assessment, delivery, and the live platform stay under one accountable team.
“RIAs need a combination of software and management consulting. This exclusive partnership brings strategy, delivery, and technology together under one accountable team.” — Anand Chavan, CEO, ForeStrat
Abe Gjura, Co-Founder of Evergreen Meridian, put the delivery model plainly: successful operational transformation happens when strategy, execution, and technology are fully aligned — from assessment through implementation to a live, working platform, with clear accountability throughout.
What RIAs get
The joint offering is designed for firms that still run daily ops on fragmented feeds and spreadsheet-driven reconciliation, and that need a path out without a nine-figure program:
- A structured transformation roadmap, from operating-model assessment through implementation
- Program management that keeps timelines, stakeholders, and outcomes on track
- A platform that automates data ingestion, normalization, and reconciliation, and scales as the firm grows in complexity, size, volume, and geography
- AI-powered extraction from unstructured documents through FinSight
- Custom software build aligned to each firm’s workflows and controls
- Improved data quality, transparency, and audit readiness
FinSight is a practical piece of that stack. Advisors live in statements, custodian reports, agreements, and other documents that still get reviewed and re-keyed by hand. FinSight turns that content into clean, usable data that can feed reconciliation, reporting, and compliance workflows — less manual effort, fewer transcription errors.
Who we are building for
ForeStrat is an AI-native investment operations platform for the institutional buy-side: hedge funds, emerging quant managers, capital allocators, boutique banks, and RIAs. Our founders previously built Foreseer, acquired by S&P Global in 2022, and bring decades of trading and technology experience across firms including UBS, Merrill Lynch, Bank of America, Morgan Stanley, and Schonfeld.
The partnership is effective immediately. If you are an RIA evaluating ops modernization, book a demo with ForeStrat, or reach Evergreen Meridian via evergreenmeridian.com.
Want to see how the joint offering maps to your operating model? Book a demo or follow updates on LinkedIn.