A free 25-question diagnostic calibrated specifically to SEC-registered wealth management firms. Receive an automated score across five dimensions, a results summary matched to your firm's current posture, and guidance specific to where you stand. No sales call is required to see results.

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Offer

Implementation Scoping Sprint

A $3,500 fixed-fee service available to retainer clients. When the roadmap identifies something worth building or deploying, GemStack scopes the business and governance requirements and produces a vendor-ready brief. This is a business exercise, not a technical architecture document.

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Offer

AI Operating System Retainer

An ongoing AI governance program for $10,000 per month, with a 3-month minimum. Includes a weekly Executive AI Decision Meeting, biweekly program status reporting, and a complete AI governance asset library built and maintained alongside the leadership team.

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Offer

AI Strategy Sprint

A 2 to 4 week diagnostic for a $7,500 fixed fee. Includes a governance gap analysis mapped to SEC obligations, an AI opportunity inventory specific to the firm, and a 90-day roadmap. The deliverables are yours to keep regardless of what you decide next.

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Services

5 services · 2 categorys

AI Governance Assessment

10 min

AI Operating System Retainer

3 months minimum

$10000.00

AI Strategy Sprint

2 to 4 weeks

$7500.00

Implementation Oversight

Implementation Scoping Sprint

$3500.00

About

Hours and details

GemStack implements and runs the AI Operating System inside SEC-registered wealth management firms. AI governance, strategy, and implementation oversight — without the overhead of a full-time hire.

Education