More Clients. Less Chaos.
All Automated.
From financial advisory firms to home service businesses — Avanza AI builds intelligent automation systems that capture leads, nurture clients, and book appointments 24/7.
Who We Serve
Two industries. One automation engine.
We help independent financial advisors and RIAs grow AUM by automating prospecting, lead nurturing, onboarding, and retention — so you can focus on relationships and strategic growth, not repetitive admin work.
❌ Manual outreach limits new client acquisition
❌ Client onboarding takes too long and lacks consistency
❌ Important communications fall through the cracks
❌ No centralized view for leads and pipeline
❌ Growth requires adding staff instead of improving systems
❌ Sales teams rely on guesswork instead of data
Our solutions
AI-Powered Prospecting & Lead Nurturing
Automated, personalized outreach and follow-up campaigns that help your firm attract and engage high-value prospects consistently.
Client Onboarding & Retention Automation
CRM-integrated workflows that streamline scheduling, document collection, and post-meeting reminders.
Performance Analytics & Optimization
Real-time dashboards tracking engagement, conversion rates, and ROI.
AI Sales & Communication Intelligence
AI call analyzers turn every conversation into a training moment.
Before ❌
- Manual follow-ups
- Scattered data
- Inconsistent onboarding
- Missed leads
- Hours lost to admin
After ✅
- Automated lead nurturing
- Organized workflows
- Predictable client growth
- 24/7 AI coverage
- Time back for relationships
Is this right for you?
✅ You're a fit
- Independent advisory firm ready to scale
- Want better onboarding, retention, and follow-up
- Ready to leverage AI in your practice
- Want to serve more clients without adding staff
❌ Not for you
- No clients or defined service model yet
- Not open to automation tools or CRMs
- Prefer fully manual processes
See Your AI Assistant In Action
This is exactly what your customers would experience on your website — 24/7 quote capture, answers, and booking. No missed calls. No lost revenue. Try it yourself.
Pick a business to try:
Process
How It Works
From zero to a fully automated system in days, not months.
Discovery Call
We learn your business, your goals, and where you're losing time and money. Free 30-minute audit.
We Build Everything
We design, build, and configure your AI system — website, chatbot, automations, integrations. Done-for-you, no tech headaches.
Go Live & Grow
Your AI starts working immediately. We monitor, optimize, and support you ongoing. You focus on the work.
Why Avanza AI
Why Choose Avanza AI?
We're not just another tech company. We're automation specialists with real-world business experience.
Industry-Specific Expertise
We don't build generic tools. Every system is designed for your industry's specific challenges and workflows.
Done-For-You Implementation
No tech headaches. We handle everything from setup to optimization.
Custom, Not Cookie-Cutter
Tailored AI systems designed around how your business actually operates.
ROI-Focused
Measurable results. Most clients see ROI within the first few months.
Fast Deployment
Live in days, not months. Start capturing leads and saving time immediately.
Ongoing Support
We don't set it and forget it. Continuous monitoring and optimization included.
Adrian Lorenzana
Founder & CEO, Avanza AI
About the founder
Adrian Lorenzana is the founder of Avanza AI, where he helps businesses across industries scale through intelligent automation. With over a decade of experience at one of the world's largest wealth management institutions, Adrian has seen firsthand how much time and revenue are lost to missed calls, manual follow-ups, and disconnected systems.
He launched Avanza AI to change that — bringing enterprise-grade AI automation to independent businesses that deserve the same competitive edge. Whether you're an RIA trying to grow AUM or a plumber tired of missing calls while on a job, every solution Adrian builds is designed to be practical, fast to deploy, and genuinely impactful from day one.
Ready to put AI to work
for your business?
Whether you're a financial advisor looking to grow AUM or a home service business tired of missing calls — Avanza AI has a system built for you.
Free consultation • No tech knowledge required • Results in days