Buy-side discipline. Research-level rigor.
Independent RIAs deserve the same caliber of AI expertise wirehouses and mega-RIAs get — without the enterprise markup.
Justin McAfee on LinkedIn
Previously at
Justin McAfee, CFA
Justin is a CFA® charterholder, AI researcher, and operations executive with experience across institutional asset management, venture investing, and startup leadership.
Justin most recently served as COO at Eliza Labs, the company behind elizaOS — an open-source multi-agent AI framework with 18,000+ GitHub stars and 5,500+ forks. He drove the strategy and product vision for the platform.
Previously, Justin was a Researcher & Investor at 1kx, a $1B venture fund with LPs including Marc Andreessen and Galaxy Digital. He sourced and evaluated early-stage investments across AI, distributed computing, and cryptographic machine learning.
Before that, he managed investment activities for ultra-high-net-worth clients at Abbot Downing, a multi-family office serving individuals with $50M+ net worth, delivering asset allocation, equity research across Technology and Healthcare, and strategic portfolio recommendations.
Justin began his career as a financial advisor at Merrill, working directly with individual clients on portfolio construction, financial planning, and ongoing relationship management.
Outside his institutional roles, Justin publishes independent technical research on AI systems — most recently on agent frameworks and forecasting architectures.
He holds the CFA designation and graduated Summa Cum Laude with a B.A. in Business Administration and Finance.
Built for RIAs, not bolted on.
The fit comes from years inside institutional wealth management — and a deep understanding of how independent firms actually operate.
Compliance-Native
SEC and state securities constraints factored into every recommendation. Built around how advisory firms are actually regulated — not generic enterprise compliance.
Wealth Operations Fluency
Designed around the workflows that drive advisory firms: client meetings, portfolio reviews, performance reporting, and operations across custodians.
Vendor-Agnostic
No platform to sell. No referral fees. Recommendations based purely on what fits your firm — even when the answer is to do nothing.
Institutional Caliber, Independent Scale
The depth of analysis you'd expect from a Big Four engagement — delivered at price points that make sense for an independent practice.