Peter Jalaff
Founder, Valdivia Solutions
Peter has been in IT for over 20 years, consulting for some of the largest organizations in the US. His firm, Valdivia Solutions, works with financial advisors like you.
LinkedInAbout
Two people who spend their days inside small advisory firms
AdvisorOS is made by Valdivia Solutions, a cybersecurity and IT consulting firm that serves independent financial advisors. It started at home. Reese, Peter's son, has been a financial advisor for over a decade, and one of his biggest challenges was remembering client touches. He had bought a dozen tools, and none of them gave him everything he needed. After talking through his frustrations, and the same ones from his colleagues, we decided to build it ourselves, based on the needs of real financial advisors.
What we believe
Small firms deserve real tools
Not an enterprise platform with features turned off.
AI drafts, the advisor decides
Nothing goes to a client without a person reading it.
Security isn't a feature page
It's how the product is built from the database up.