Beemo Automation, a managed AI services provider focused on wealth management, has partnered with Choreo to accelerate its AI initiatives. The initial collaboration will prioritize driving business growth, simplifying client onboarding, and enabling firmwide access to knowledge and information. These AI-powered solutions aim to equip advisors with better tools, elevate the client experience, and increase operational efficiency and scalability. As Choreo’s requirements evolve, the partnership may broaden to address additional areas across the organization.
As wealth management firms increasingly explore how artificial intelligence can create meaningful business value, many are shifting their focus beyond standalone tools and toward capabilities that can scale across the organization over time. Choreo’s approach focuses on helping advisors and employees work more effectively, improving consistency across the client experience, and making institutional knowledge more accessible throughout the firm.
Through this partnership, Beemo will design, build, and operate AI capabilities within Choreo’s existing cloud environment, providing a foundation that can evolve alongside the firm’s growth and strategic priorities. Beemo’s ownership-first model allows clients to retain control of the systems, workflows, and institutional knowledge developed through the engagement.
“As Choreo continues to grow, we’re focused on helping our advisors and employees do their best work at scale. We see tremendous opportunity to use AI to create capacity, improve consistency, and make knowledge more accessible across the organization, while preserving the judgment and personal relationships that remain at the heart of great client service. What excites us about this partnership is the ability to build capabilities that can evolve alongside our business and support our people in the work they do every day.”
– Jason Van de Loo, CEO of Choreo
Beemo is developing AI-enabled capabilities across three initial areas of Choreo’s business:
Growth Enablement
Helping teams move more efficiently from initial prospect engagement to personalized recommendations and proposals.
Client Onboarding and Transition
Supporting a more connected, consistent, and scalable onboarding experience as new clients join the firm.
Firmwide Knowledge
Providing employees with faster access to trusted information, institutional knowledge, and firm resources to support better decision-making and execution.
These initial use cases represent the first phase of a broader effort to establish scalable AI capabilities across the organization. As adoption and business needs evolve, Choreo and Beemo expect to identify additional opportunities where AI can help employees work more effectively, improve operational consistency, and enhance the experience delivered to clients.
“Most AI vendors are building something they own and asking firms to continue paying for access,” said Ben Olsen, founder and CEO of Beemo Automation. “We’re taking a different approach. We build the intelligence inside the firm, around its data, workflows, and institutional knowledge. Hence, every investment strengthens a capability the organization controls and can continue building upon over time.”
-Ben Olsen, founder and CEO of Beemo Automation
Beemo Automation is a Chicago-based managed AI services firm pioneering an ownership-first model for wealth management. Rather than selling access to a vendor-owned platform, Beemo designs, builds, and operates firm-specific AI systems inside each client’s existing cloud environment. Clients retain ownership and control of their data, infrastructure, and implementation, while Beemo provides the embedded engineering partnership that keeps the capability reliable, relevant, and evolving with the business. The result is AI that becomes a long-term strategic asset rather than another software subscription.
Choreo is an independent firm focused on redefining tax-smart wealth planning. Passionate about orchestrating at the many intersections of tax and wealth to improve the well-being of clients, their businesses, their families, and their communities, Choreo operates out of more than 40 locations across the country. Choreo’s experienced advisors define, design, and build solutions for their clients’ financial and related needs so they can focus on what matters most to them.
Originally launched more than 20 years ago as a subsidiary of one of the largest CPA and professional services firms in the country, Choreo serves more than 7,000 clients with approximately $28.6 billion in assets under management and advisement as of Dec. 31, 2025.
