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Commerce · April 4, 2026

Vela

Virtual paraplanning built for US-based RIAs

Vela launched on April 4, 2026.

What it does

Vela is a virtual paraplanning firm for US-based RIAs. We handle financial planning support, portfolio analysis, client communications, account operations, and practice administration — remotely and cost-effectively.

Vela specializes in streamlining financial operations for US-based RIAs — virtual paraplanning, portfolio analysis, client communications, and back-office support.

You build client relationships. We handle the paraplanning, operations, and back-office execution. Complete paraplanning support covering retirement, tax, insurance, education planning, and ongoing updates. Operational support covering account management, CRM maintenance, custodian coordination, and back-office administration. Portfolio analysis covering asset allocation, performance reporting, rebalancing strategies, tax-loss harvesting, and comprehensive fee analysis. Meeting support covering pre-meeting prep and agendas, post-meeting documentation and action items tracking, client email responses, and ongoing communication management. Practice management support covering workflow…from velaplatforms.com

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