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RIA Genie is a voice-activated workflow assistant powered through
Alexa devices. Our mission is to empower advisors, enhance client experience and engage with the next generation of investors.
RIA Genie is a virtual assistant for registered investment advisors (RIAs) and their advisors. Our mission is to transform the way you operate through voice enabled solutions and natural language processing. The ‘RIA Genie’ Alexa skill is powered by Amazon Web Services and was launched privately in April 2019. The core features are designed for advisors on TD Ameritrade Institutional. RIA Genie was a top finalist in the 2019 Innovation Quest competition at National LINC in San Diego, CA and continues to pave the way as a leader in voice solutions for financial advisors. The co-founding team are advisors and understand that challenges you face daily and the technical team is comprised of certified Amazon Web developers.