Partnering with firms to adopt AI with confidence.
Get in TouchPractical, results-driven consulting for financial services firms ready to put AI to work.
Learn how your firm operates day to day, identify the pain points and bottlenecks and build a practical plan to introduce AI where it actually makes a difference.
Practical, workflow-specific training that meets your team where they are. We teach people to use AI in the context of what they already do, not in the abstract.
We map out the processes that eat up your team’s time — due diligence, reporting, compliance, investor communications — and build AI-driven solutions that give your team their time back.
An ongoing resource for firms that don’t need a full-time hire but want a knowledgeable partner to help evaluate tools, solve problems and keep things moving forward.
VectorStrat Advisory was founded by Brian Leung, a 20+ year finance exec with deep experience inside sophisticated family offices. We know what it takes to run a firm and our expertise has been built by many years of investing in, building and operating financial services businesses.
We work with financial services firms of all kinds — investment managers, advisory practices, hedge funds, private equity firms, family offices and wealth managers — who want to adopt AI thoughtfully and effectively. Our approach is grounded in practical experience in how these businesses are run.
Whether you're evaluating AI for the first time or ready to scale what's working, we bring the powerful combination of deep operatoring experience and hands-on AI expertise to deliver practical, measurable results.
Interested in what AI can do for your firm? We'd like to hear from you.