Unified Intelligence for Wealth Management
See Your Whole Firm. Ask Anything.
OceSha connects the systems and workflows you already use and gives you one intelligent view across your business. See what is happening, what needs attention, and where your best opportunities are — simply by asking.
Your data already exists. We connect it.
Summit Ridge Executive Twin · Private
Ask your firm anything
Speak or type. Your Executive Twin answers from the connected systems running the firm — assets, revenue, pipeline, prospects, advisors, meetings and follow-ups — and shows the intelligence behind every answer.
Good morning. Three things need your attention today. Your prospective AUM pipeline is $8.4M. Two high-value prospects representing $3.1M have had no advisor follow-up in more than seven days. Qualified opportunities increased, while meeting conversion declined from 42% to 34%.
Demo — fictional business data. Summit Ridge Wealth Management and all people, accounts, activity, and values shown are entirely fictional.
Executive intelligence · fictional demo
The Intelligence Behind the Answers
The same connected records the Executive Digital Twin reads — assets, revenue, household pipeline, client segments, advisor activity, priorities, and today’s schedule — in one executive view.
Assets under management
$428.6M
+6.8% YTD
Quarterly revenue
$3.24M
+7.4% year over year
Prospective AUM
$8.4M
11 active opportunities
Client retention
97.8%
17 meetings this month
Household pipeline
From prospect to new household
This quarter across the connected CRM, calendar, and meeting records.
AUM and revenue
AUM by client segment
What needs the executive
Hawthorne Family
Proposal · Maya Chen
No follow-up in 9 days
Chen Family
Discovery · Daniel Brooks
No follow-up in 8 days
Meridian Dental Group
Qualified · Maya Chen
Decision meeting tomorrow
Park Family
Proposal · Elena Torres
Follow-up due today
Advisor activity
Today’s schedule
9:30 AM
Meridian decision meeting
Maya Chen · $1.2M prospective AUM
1:00 PM
Quarterly client review
Daniel Brooks · $4.7M household
3:30 PM
Park proposal follow-up
Elena Torres · $950K prospective AUM
5 follow-ups require attention across the firm.
Illustrative executive view · fictional business data
The fragmentation problem
Your Business Has the Data. It’s Just Everywhere.
Your executive shouldn’t have to check ten systems to understand one business. OceSha connects the relevant information and brings the intelligence together.
Different systems. One intelligent view.
Connect the Business. Unify the Intelligence.
A clear intelligence layer between the systems running the firm and the executive making decisions.
OceSha Unified Intelligence
Executive Digital Twin
See everything. Ask anything.
Representative data sources
Connect the Systems You Already Use
OceSha doesn’t require you to replace the tools running your business. We connect relevant systems and workflows so their information can work together.
Examples of systems and data sources OceSha can connect with, depending on available APIs, permissions, configuration, customer policies, and technical environment. References identify representative systems only and do not imply endorsement or partnership.
One connected workflow
Customer Acquisition Feeds Executive Intelligence
The customer-facing Digital Twin is one way OceSha can capture new intelligence. The Executive Digital Twin brings it together with everything else happening across the firm.
Keep your systems
Keep Your Systems. Connect Your Intelligence.
Your CRM, email, calendar, financial platforms, marketing systems, and workflows already contain valuable information. OceSha connects the systems that matter and creates a unified intelligence layer across them.
No rip-and-replace project.
No new dashboard your executive has to learn.
Ask your business. Get answers.
Done-for-you implementation
We Build It Around Your Business
A professional implementation shaped around the decisions your executives make, the systems your firm authorizes, and the way your team operates.
- 01
Discover
Identify the questions executives need answered and the systems containing that information.
- 02
Connect
Connect the relevant systems, workflows, and authorized data sources.
- 03
Unify
Create the intelligence layer across those systems.
- 04
Experience
Give executives their private Executive Digital Twin.
- 05
Manage
Operate, maintain, and improve the system as the business evolves.
You run your business. We handle the AI.
Enterprise experience
Built by People Who Have Connected Complex Businesses Before
OceSha founder Rohan Hall served as a Senior Architect in Capital Group/American Funds’ Emerging Technology group and has spent decades designing and implementing enterprise technology systems across major organizations, including serving as CTO of a publicly traded technology company.
That experience includes the earlier generation of enterprise integration: connecting fragmented systems and workflows so leaders could gain visibility. AI now makes it possible to connect the systems, unify the intelligence, and let executives interact with their business directly.
Professional experience
Built by a team with decades of enterprise technology experience
These organizations are referenced as professional experience of the OceSha founders. They are not presented as OceSha Ventures customers, partners, or endorsers.
Designed Around the Requirements of Your Firm
Solutions can be designed around applicable security, data access, permissions, privacy, governance, supervision, recordkeeping, auditability, human oversight, and firm-specific compliance requirements. Production implementations are subject to the customer’s policies, permissions, technology environment, compliance requirements, and applicable regulations.
Imagine this connected to your firm
What Would You Ask Your Business?
Every firm is different. The first step is understanding what you want to know and where that information lives today. We’ll show you how OceSha can connect the relevant systems and create Unified Intelligence around your business.
A professionally implemented business capability — not another self-service AI subscription.