Joint Venture Consolidates CRM, Planning, Portfolio, Tax and Reporting into One System of Record and One View of Every Client

NEW YORK, Sept. 16, 2026 /PRNewswire/ — Verapath and GenTrust today announced a joint venture and the general availability of VIRA, an AI-native wealth management platform that consolidates the fragmented collection of traditional wealth stack applications used by wealth advisors. By embedding AI throughout one internally consistent platform, VIRA gives firms the ability to operate more efficiently, make better decisions and deliver a superior client experience.

Advisory firms today typically run on a wealth stack of point solutions — a separate CRM, portfolio accounting system, performance reporting tool, rebalancer, tax-loss harvesting engine and data warehouse — each with its own data model, integration burden and vendor relationship. The result is duplicated data entry, reconciliation work that consumes operations staff, and a client picture assembled by hand from multiple systems.

VIRA unifies those capabilities into a single, intelligent operating system. Because the platform was designed AI-native rather than retrofitted, intelligence runs through every workflow instead of sitting beside it as an add-on: data flows through one system of record, routine operational work is automated, and advisors get a complete view of every client in one place.

“This joint venture is the next step not only for Verapath, but for the wealth management industry,” said Alec Crawford, CEO of Verapath. “Our AI-native platform is built for everyone at an RIA, not only financial advisors, and it improves the client experience as much as it transforms the advisor’s. When you see ‘Powered by Verapath,’ you know you can trust us to deliver the quality, safety, governance and regulatory compliance you need to take your business into the future.”

“We are humbled to introduce VIRA to the world: the first AI-native, all-in-one wealthtech platform built inside an advisory firm for the way advisors actually work,” said Jim Besaw, CIO of GenTrust. “GenTrust has run its own advisory business on VIRA’s predecessor for the past decade, making the platform both purpose-built and battle-tested — and putting an end to the days of stitching together a multitude of systems that don’t talk to one another. Our partnership with Verapath, the industry leader in AI governance and security, has taken VIRA to an entirely new level. Security has always been advisors’ number one priority, and with VIRA they can own and control their client data within a secure system tailored to their needs.”

VIRA is available now to RIAs and wealth management firms. To request a demo, visit virawealth.ai.

About Verapath

Founded in 2023, Verapath is a private, custom AI infrastructure platform for regulated financial institutions built by Artificial Intelligence Risk, Inc. Its purpose-built agents enable banks, wealth and asset advisors, and credit unions to own, govern and continuously evolve their intelligence. For more information, visit verapath.com

About GenTrust

GenTrust is an investment-focused, multi-family office delivering sophisticated, institutional-quality solutions to a select group of ultra-high-net-worth individuals and families. GenTrust also extends its investment capabilities and infrastructure to single family offices, independent registered investment advisors (RIAs) and other financial institutions seeking to enhance their investment offerings through the GenTrust CIO Partnership.

Founded in 2011, GenTrust has nearly $6 billion in assets under management and offices in New York, Miami and Puerto Rico. For more information, visit gentrustwm.com.

About VIRA

VIRA is an AI-native wealth management platform that consolidates the fragmented wealth stack applications used by RIAs and wealth managers. Rather than relying on separate CRM, planning, portfolio, performance, tax and data warehouse point solutions, VIRA unifies these capabilities behind one user interface, one system of record and one view of every client. Learn more at virawealth.ai.

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SOURCE Verapath