For Independent RIAs ($50M+ AUM) · Artemis
Target Use Case · $50M+ AUM

For Independent RIAs

For growing Independent Registered Investment Advisors (RIAs) managing $50M+ in Assets Under Management, capacity bottlenecks during lead acquisition directly impact firm margins. Artemis provides an automated operating layer that drives business leverage without adding administrative headcount.

Core Operating Advantages
01

Eliminating Lead Bottlenecks

Automatically handles immediate outbound dials and returns inbound calls, preventing high-intent prospects from falling through the cracks.

02

Standardized Qualification

Runs the RIA's exact screening questions, scoring opportunities objectively so senior advisors focus purely on high-net-worth prospects.

03

Capacity & Scale

Saves $300/hr advisors up to 10–15 hours per week in manual screening notes and prep work, allowing advisors to manage larger client capacity.
10–15 hrs saved per advisor, every week
04

Bespoke Workflow Design

Custom-built around the RIA's existing service model, team roles, and lead sources rather than imposing rigid, off-the-shelf software limits.

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