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 industry lacks a true operating system for advisory businesses.
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

The result is a data-driven operating system for advisory businesses.
Platform Architecture

I
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
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