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Industry Excellence

Five industries. One platform philosophy.

We pick industries where trust is the product — regulated, high-stakes, underserved — and ship AI that treats compliance and safety as engineering requirements.

Live — Founding launch

Financial Services

Powered by Verafy AI — one intelligence platform, two focused products

Australian investors and the advisers who serve them are both underserved by tools built for institutions. We build for both sides of the advice relationship — with the compliance posture regulated finance demands.

Live — Founding launch

Portfolio Intelligence

Verafy Portfolio · for individual investors

Professional-grade portfolio insight without paying for an adviser. Track everything you own in one place, ask Vera anything, and see your money clearly — your money, understood.

Vera CHAT · PRISM · VOICEReal-time market dataTax-aware analytics
Where we play
  • Consolidated tracking and professional-grade analytics across everything you own
  • Vera CHAT and VOICE — ask Vera anything about your money, in the investor forum or one-to-one by voice
  • Vera PRISM — analysis lenses over your holdings: risk, concentration, cashflow and opportunity
  • Australian tax reporting: capital gains, foreign income and tax-pack output
  • Multi-country market data with FX handled, plus informational scenario illustrations
Verafy Portfolio — Vera AI portfolio intelligence on mobile
Live — Founding Adviser Programme open

Advisor Intelligence

Verafy Advisor · for licensed practices

One workspace, every client, every portfolio. Advisor Intelligence cuts Statement of Advice turnaround from three weeks to a single client meeting — fact-find in, a compliant draft SOA out, with the audit trail captured automatically.

Vera PLAN© · Vera FLOWS©One-Meeting SOAASIC-aligned audit trail
Where we play
  • One-Meeting SOA — fact-find, scope, engage and issue a Statement of Advice in a single meeting
  • The Virtual Paraplanner — AI-drafted strategy runs with explicit inputs, adviser approval gates and a full audit trail
  • Unlimited portfolios per client — super, personal and entity structures side by side
  • Compliance baked in: statutory disclosures, SAA attestation, vaulted PII and evidence packs
  • Bring your own AFSL, or connect with our licensee partner network — from any device, any browser
Verafy Advisor — AI paraplanning for advice practices on mobile
Your Industry Next?

Bring an AI-first approach to your sector

If your industry runs on trust, compliance and complexity, that's exactly where we do our best work. Let's talk about what AI-first looks like for you.