Ethan Friedman
Founder & CEO
Background in fintech. Founded Advisorbriefs after seeing how much time independent RIAs spend on post-meeting documentation. Stamford, CT.
About
About Advisorbriefs
Founded 2024. Stamford, CT. A small team building the documentation workflow independent RIAs have needed for years.
Founder Story
How Advisorbriefs started.
Advisorbriefs started with a conversation. Ethan Friedman spent years working in fintech, watching financial advisors do great work with clients — and then spend the next hour writing it all down.
The catalyst was a close conversation with a longtime RIA contact who managed a solo practice in Connecticut. He was exceptional with clients — organized, prepared, genuinely focused on their situations. But every review meeting was followed by an hour of documentation. He wasn't behind because he was disorganized. He was behind because there was simply no good tool for this part of the job.
"I spent two years asking why no one had built this properly for RIAs specifically," Ethan says. "The general transcription tools didn't understand the compliance context. The CRM note templates required too much manual work. No one had built the end-to-end workflow from meeting to CRM record — specifically for the independent advisor."
Advisorbriefs was incorporated in Stamford in early 2024. The product launched in private pilot in Q4 2024 with three independent RIA practices. As of 2025, we are expanding the pilot cohort and actively onboarding advisors in the $50M–$500M AUM range.
Our Mission
Give independent advisors back the time they spend on documentation — without compromising the quality of the record.
The RIA model — client-first, fee-only, fiduciary — is better for investors than most alternatives. But the administrative overhead of running a compliant practice can crowd out the actual advisory work. We think documentation should be thorough and fast. Those goals are not in conflict. They were only in conflict because no one had built the right tool.
The Team
The people building Advisorbriefs
Marcus Webb
Co-Founder & CTO
Background in financial data infrastructure. Previously built data pipelines at a wealth management technology firm. Leads platform architecture at Advisorbriefs.
Sarah Park
Head of Product
Previously in product at a fintech startup focused on advisor tooling. Deep understanding of RIA workflow and CRM ecosystems. Drives the roadmap.
Richard Torres
Compliance Advisor
Former Chief Compliance Officer at a mid-size RIA firm. Advises Advisorbriefs on regulatory design and audit trail requirements. Part-time advisory role.
Plus Dana Kim (Customer Success) and a small group of advisors in our founding cohort who have shaped the product since day one.
Where We Work
Stamford, CT
We are headquartered at 750 Washington Boulevard in Stamford, Connecticut — in the heart of Fairfield County's financial services community.
Stamford puts us close to a large concentration of independent RIAs in the Northeast. Several of our pilot advisors are based in Connecticut, New York, and New Jersey — a real advantage when it comes to face-to-face onboarding and direct feedback.
Join the Pilot
We are working with a select cohort of independent RIAs. If you manage between $50M and $500M AUM, we would like to talk.
Schedule a call with Ethan