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AI tools

Vega

AI associate for advisors' day-to-day work: meeting notes, email drafts and CRM updates.

Made by Vega Minds Visit Vega's website
Starting priceFrom $42/mo
Checked on the vendor's site · Oct 13
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed12 connectionsSalesforce, HubSpot, Microsoft Dynamics and 9 more. Source and date for each below. AI tools among them: Claude (how not stated).
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What their website looks like

Screenshot of Vega's homepage
Vega's homepage, as it appeared on Oct 14. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Core, billed monthly $50/mo
per month (the page doesn't say per user or per firm)
 Billed monthly
Core, billed annually $42/mo
per month (the page doesn't say per user or per firm)
 Billed annually at $500/year
Pro, billed monthly $100/mo
per month (the page doesn't say per user or per firm)
 Billed monthly
Everything in Core, plus client deliverables, meeting analytics and compliance reviews.
Pro, billed annually $83/mo
per month (the page doesn't say per user or per firm)
 Billed annually at $1000/year
Premium Vega Partnership (engagements start at) $4,000/mo
per month (the page doesn't say per user or per firm)
 Per month
Custom engagement; pricing scales with firm size and complexity.

14-day free trial on both subscriptions.

Source: Vega pricing page. Checked on the vendor's site, Oct 13.

Where Vega sits on price

VegaOther AI tools

Cheapest plan for one person, per month (our sum from each price page). 16 of 30 AI tools have a US-dollar price we can put per person.

CaddiFreeContioFreeFathomFreeFirefliesFreeGrainFreeSynopsist$25/moMunin$29/moFinmate AI$39/moVega$42/moKnapsack$50/moYourStake$50/moHazel$60/moZocks$67/moFocal$100/moJump$100/moDataDasher$120/mo

Price changes

No price changes recorded yet. We last checked on Oct 13.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Voyant
Vega12 connections listed

Data goes out to

Claude
Direction not stated
SalesforceHubSpotMicrosoft DynamicsPractifiQuivrRedtailSalenticaWealthboxXLR8Investipal
Salesforce
Checked on the vendor's site
  • Direction not stated: contacts and activities synced
Source: Vega integrations page. Checked Oct 13.
HubSpot
Checked on the vendor's site
  • Direction not stated: contacts, deals and activities synced
Source: Vega integrations page. Checked Oct 13.
Microsoft Dynamics
Checked on the vendor's site
  • Direction not stated: contacts, accounts and activities synced
Source: Vega integrations page. Checked Oct 13.
Practifi
Checked on the vendor's site
  • Direction not stated: client data and activities synced
Source: Vega integrations page. Checked Oct 13.
Quivr
Checked on the vendor's site
  • Direction not stated: contact and task management connected
Source: Vega integrations page. Checked Oct 13.
Redtail
Checked on the vendor's site
  • Direction not stated: contacts, notes and tasks synced automatically
Source: Vega integrations page. Checked Oct 13.
Salentica
Checked on the vendor's site
  • Direction not stated: CRM data flow connected
Source: Vega integrations page. Checked Oct 13.
Wealthbox
Checked on the vendor's site
  • Direction not stated: contacts, notes, tasks and activities synced
Source: Vega integrations page. Checked Oct 13.
XLR8
Checked on the vendor's site
  • Direction not stated: automated CRM updates
Source: Vega integrations page. Checked Oct 13.
Voyant
Checked on the vendor's site
  • Data in: financial plan data brought into meeting prep and follow-ups
Source: Vega integrations page. Checked Oct 13.

AI assistants and note-takers

The AI assistants and meeting note-takers among the tools Vega Minds lists. How each one connects is in Vega Minds' own words, or marked as not stated. Ask what the AI tool can see and change, and where your clients' data goes.

Claude
Checked on the vendor's site
  • The vendor doesn't say how the AI tool connects
  • Data out: Vega client context brought into Claude for meeting prep and follow-up drafts
Source: Vega integrations page. Checked Oct 13.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools Vega Minds lists.

Investipal
Checked on the vendor's site
  • Direction not stated: personalised commentary automated in proposals
Source: Vega integrations page. Checked Oct 13.

Leaving later

We haven't read Vega Minds' site for export instructions yet.Not checked yet

Fits best if

Our judgement

We haven't assessed fit for Vega yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Vega with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

Caddi
Free plan
Checked on the vendor's site · Oct 13
Attio · Listed, no detail given checkedHubSpot · Listed, no detail given checkedPractifi · Listed, no detail given checkedSalesforce · Listed, no detail given checkedWealthbox · Listed, no detail given checkedand 1 more on the profile
View profile
Contio
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data in and out checked
View profile
Fathom
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data out checkedHubSpot · Data out checked
View profile
Fireflies
Free plan
Checked on the vendor's site · Oct 13
Redtail · Listed, no detail given checkedWealthbox · Data out checkedSalesforce · Data link, direction not stated checkedHubSpot · Listed, no detail given checkedMicrosoft Dynamics 365 · Data out checkedand 9 more on the profile
View profile

Corrections

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