Company

Built inside a working RIA.

Advorra is built by The CollabHub, alongside AnalyticEdge Finance, an independent RIA in Texas that runs its practice on it every day.

Why it exists

Independence, made affordable.

Modern tools are changing how firms run and how advice gets delivered, and more professionals want to go out on their own. What stands in their way usually isn't talent. It's runway.

A newly independent advisor needs custody, a CRM, research, performance reporting, compliance support, marketing, a website, an office and accounting, and then has to learn to run the business while finding and serving clients. Assembling all of it is expensive and slow, and most of it was built and priced for large firms.

A fiduciary practice should be built around serving clients well, not around growing just to afford its own overhead.

The tools now exist to let a solo or small RIA do more with less. The hard part is bringing the right ones together in a way an independent advisor can afford and actually use. That is the gap Advorra was built to close: the operating layer a small firm runs on, so less time goes on piecing a business together and more goes to the people it serves.

A client household in Advorra: profile, accounts and assets, and IPS status
Real product screen, shown with a fictional demo firm

Where it came from

Shaped by the people who use it.

Advorra is built by The CollabHub. It was proven inside AnalyticEdge Finance, an independent RIA in Texas, whose founder Thomas Wilke is Advorra's Founding Advisor.

That is why it fits the way a small firm actually operates. Each part was built against a real practice: real households, real quarterly billing, real compliance routines. Its founding advisor reviews each part as it is built, against how his own firm works, and what doesn't hold up in daily use gets changed.

The result is software that starts from the advisor's day rather than from a feature list.

The people behind it

Built by an operator, proven by an advisor.

Mohammad Aamish Aaftab

Founder, The CollabHub

Founder of The CollabHub, the firm behind Advorra. Leads the product and its roadmap.

Thomas Wilke

Founding Advisor · AnalyticEdge Finance

Owner and CCO of AnalyticEdge Finance, the first firm to run on Advorra. Shapes the product from the advisor's chair.

The CollabHub

The firm behind Advorra.

The CollabHub is an operations firm. It builds Advorra, runs it, and sets it up for each firm that uses it.

Get in touch with us

Independence is more reachable than it used to be.

Tell us how your firm works, and we'll show you how Advorra would run alongside it.

Get in touch

or write to hello@advorra.com