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Beemo Automation Partners with Choreo to Advance AI Capabilities

Beemo Automation, a leading managed AI services provider specializing in wealth management, has recently announced a strategic partnership with Choreo, a prominent tax-focused registered investment adviser managing approximately $28.6 billion in assets. This collaboration is aimed at developing robust AI capabilities designed to bolster advisor effectiveness, enhance client experiences, and streamline operations across Choreo's extensive network.

The Goals of the Partnership

This partnership is initially set to focus on enhancing growth mechanisms, simplifying client onboarding, and maximizing access to institutional knowledge throughout the organization. The vision is to equip Choreo with AI-related tools that transcend mere toolsets, enabling a scalable and integrated approach that can adapt as the company’s operational requirements evolve.

Jason Van de Loo, CEO of Choreo, emphasized, "As we continue our growth trajectory, our objective is to empower our advisors and staff to perform at their highest potential. The potential to leverage AI for creating operational efficiencies, ensuring consistency, and enhancing knowledge accessibility across the organization is immense. It’s crucial to maintain the invaluable judgment and personal relationships that define effective client service. We’re particularly excited about this partnership’s ability to generate capabilities that not only fit our current needs but also scale with our business."

Beemo's Unique Approach

Under this collaboration, Beemo will leverage its expertise to design, build, and operate AI functionalities within Choreo's existing cloud infrastructure. This methodology ensures that the AI capabilities grow in tandem with the firm’s strategic focus and growth ambitions.
With Beemo’s ownership-first model, Choreo retains control over the foundational systems, workflows, and institutional knowledge developed through this partnership.

"Most AI vendors create proprietary solutions and require ongoing payments for access. We adopt a different philosophy. Our technology is rooted within our clients' ecosystems, harnessing their data, workflows, and knowledge bases. This method empowers organizations to build long-term capabilities that continue growing with their business needs," stated Ben Olsen, founder and CEO of Beemo Automation.

Target Areas for AI Development

The partnership has identified three initial focal points for AI development within Choreo’s operations:
1. Growth Enablement: Streamlining the transition from prospective client engagements to personalized recommendations and proposals, thereby improving sales efficiencies.
2. Client Onboarding and Transition: Creating a seamless, consistent, and scalable onboarding experience for new clients.
3. Firmwide Knowledge Dissemination: Equipping employees with rapid access to reliable information and resources, enhancing decision-making and operational execution.

These initiatives represent the first steps towards establishing scalable AI capabilities throughout Choreo's organization. As the initial features are adopted, Choreo and Beemo expect to discover further areas where AI can significantly enhance workforce effectiveness and operational consistency, while simultaneously improving the overall client experience.

A Commitment to Continued Growth

Choreo's operational framework extends across more than 40 locations, serving around 7,000 clients. As of December 31, 2025, the firm boasted assets worth approximately $28.6 billion. This partnership is not only geared towards immediate improvements but also lays the groundwork for future expansions of AI-driven processes across the organization.

To delve deeper into the specifics of this innovative partnership, visit Beemo Automation and Choreo online. Their collaboration marks a pivotal step in the evolution of AI within the wealth management sector, setting a new standard for client engagement and operational excellence.