Now Raising · $3–5M Seed Round




The AI Operating System for Advisory Businesses

Serving the $30T+ Wealth Management Industry

Forecast. Execute. Decide.

4Cast IQ is an AI-powered SaaS intelligence platform that helps financial advisor teams run their businesses with the same precision used to manage client portfolios. The platform integrates forecasting, workflow automation, CRM connectivity, and AI-driven decision support into one unified operating system built specifically for advisory firms.

Request Investor Brief

The Problem

Advisory Firms Manage Trillions — But Run Their Businesses with Spreadsheets

Despite managing enormous client assets, most advisory firms still rely on fragmented tools to operate their businesses.

Common challenges include:

Fragmented Forecasting

Spreadsheets used for forecasting growth and revenue

Shallow CRM Insight

CRMs that store data but provide little strategic insight

Workflow Inefficiencies

Workflow inefficiencies that reduce advisor productivity

Scaling Complexity

Increasing complexity as advisory teams scale

The Solution

Introducing 4Cast IQ

4Cast IQ connects strategy, execution, and intelligence into one integrated platform designed for advisory teams.

With 4Cast IQ, advisors can:

Forecast Revenue Growth

Forecast revenue growth and business expansion

What-If Scenarios

Run real-time "what-if" strategy scenarios

Automate Workflows

Automate advisor workflows

AI-Powered Insights

Receive AI-powered operational insights

Platform Architecture

4Cast IQ Platform Architecture

AI Intelligence Layer

AI-driven decision support and operational insights

Workflow Execution Engine

Automates advisor workflows and CRM connectivity

Forecasting Engine

Revenue growth forecasting and what-if scenario modeling

Together these components create an integrated intelligence platform that helps advisory firms operate more efficiently and scale more effectively.

Market Opportunity

A Large and Growing Market

The wealth management industry represents a massive opportunity for operational intelligence platforms.

420K

Financial Advisors

Financial advisors in North America

100K

Advisory Teams

Approximately 100,000 advisory teams

$30T+

Industry AUM

Wealth management industry assets under management

4Cast IQ focuses initially on high-performing advisor teams and enterprise wealth management firms. Increasing demand for AI-enabled productivity platforms makes this the right moment to build.

Leadership

Leadership

Curtis C. Brown Jr. — Founder & CEO

40+ years in wealth management leadership (Merrill Lynch). Founder of Tier1 Level Consulting and advisor to hundreds of financial advisory teams.

Strategic Partners

Marsha Jones | Robert Ross

Senior financial services executives with leadership experience at Merrill Lynch, PNC Bank, and Wells Fargo.

Funding

Seed Round

4Cast IQ is raising a $3–5M seed round to accelerate development and market deployment.

Capital will support:

1

Platform Engineering and Product Development

2

Expansion of the Technical Team

3

Enterprise Integrations

4

Pilot Deployments

With advisory teams and wealth management firms

Investor Inquiries

Investors interested in learning more can request the investor brief and pitch deck.

Curtis C. Brown Jr.

Founder & CEO

curtis.brown@tier1lc.com

925-324-3983

Building the Operating System for Advisory Businesses

The wealth management industry manages trillions in client assets—but the businesses behind those portfolios still lack an operating system.

4Cast IQ is building that system