Vega Minds
Your AI Associate Advisor
Free · Designed for iPad. Not verified for macOS.
Your AI Associate Advisor
Supercharge your practice with an extra worker.
Every day, Vega gets more knowledgeable about your firm, personal style, and clients. Vega syncs with your Outlook/Gmail, your Zoom/Google Meet, your CRM, and more. It also learns from your internal data and public communications (advisor communications, client deliverables, articles and blog posts, podcasts, etc.).
With your context in mind, Vega brilliantly prepares your tasks like an associate advisor who has spent years at your side:
- Response draft to every client email directly added to your Outlook or Gmail thread
- Meeting prep, note-taking without an awkward bot, and meeting follow-up email
- Task management and CRM updates
- Content creation and financial research
The Vega iOS app will allow you to:
- Chat with Vega
- Record meetings
- Consult meeting preparations and meeting analyses
Vega was co-founded by two machine learning engineers and quants from MIT. In 2020, our co-founding duo's first startup, a risk management algorithm, merged with an RIA. Serving as CIO and COO, and registered as advisors, our co-founders engaged with clients daily for three years. In 2022, faced with common advisor productivity challenges, they began developing Vega, an AI associate advisor. By 2023, Vega was launched externally and became available to advisors across the United States and Canada.
Terms of service: https://vegaminds.com/terms-of-service
Prvacy policy: https://vegaminds.com/privacy-policy
Ratings & Reviews
Dictation improvements.
The developer, Vega Minds LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- User Content
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Vega Minds LLC
- Size
- 5.3 MB
- Category
- Business
- Compatibility
Requires iOS 17.6 or later.
- iPhone
Requires iOS 17.6 or later. - iPad
Requires iPadOS 17.6 or later. - Mac
Requires macOS 14.6 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.3 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2026 Vega Minds LLC