Helping firms adopt AI thoughtfully and put it to work.
Get in TouchPractical consulting for financial services firms ready to put AI to work.
We learn how your firm operates, find where AI can make a meaningful difference, and help you put it to work.
Hands-on training built around your team’s real workflows. We help your people get confident with AI by using it in the work they do every day, so it actually sticks.
Due diligence, reporting, compliance, investor comms. We build AI-powered solutions for the work that fills your team’s week, so they can spend more time on what matters most.
A senior AI partner you can call on without the full-time hire. We help you evaluate tools, work through challenges, and keep your AI efforts 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 operating 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.