Cordant Advisory

Investment Accounting Advisory Compliance problems
are software problems.

We help financial firms adopt AI through deep domain expertise and real engineering capability.

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workflow-assessment.ts 
// Find where AI creates real value
const opportunities = workflows
  .filter(w => w.manualHours > 10)
  .map(w => ({
    process: w.name,
    savings: estimateAutomation(w),
    risk: w.complianceLevel
  }))
  .sort((a, b) => b.savings - a.savings);

// → LP report generation    320 hrs/yr
// → Data reconciliation     280 hrs/yr
// → Compliance screening    240 hrs/yr
01 // the problem
Finance firms are underserved by technology consulting
Most consultants are either technologists who don't understand finance, or finance professionals who can't build. The result is expensive projects that miss the point — or never get implemented.
02 // the gap
The people who understand your work can't execute the solution
A vendor shows you a demo. A generalist writes a recommendation. Neither can sit with your team, understand the workflow at the domain level, and build what actually solves it.
03 // what we do
Domain expertise and technical execution in one engagement
Most firms get advice from people who understand finance, or solutions from people who understand technology. We bring both to every engagement — the domain knowledge to identify the right problem and the engineering capability to solve it.

Investment Funds — HF · Family Office · PE

Your edge is the analysis.
Not the data wrangling.

AI-powered research workflows, automated LP reporting, and portfolio data infrastructure for investment teams that want to reclaim analyst time for the work that actually drives returns.

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CPA Firms — Accounting & Tax

Your clients pay for your judgment.
Not your data entry.

Document processing, workpaper automation, and AI-assisted drafting for accounting firms that want to solve their capacity problem at the root — not with more headcount.

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Wealth Managers — RIAs & Advisors

Your software should serve the advisor.
Not the other way around.

Client reporting automation, AI-powered meeting prep, and onboarding workflows for RIAs that spend too much time managing their tools and not enough managing relationships.

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Engagements

Three ways to
work together

Every engagement starts with a conversation. Most clients begin with the AI Opportunity Assessment — a concrete deliverable you keep regardless of whether we work together further. Pricing on request.

01 // start here

AI Opportunity Assessment

~ 2 weeks · fixed scope

A structured diagnostic of your firm's workflows, technology stack, and AI readiness — delivered as a prioritized roadmap of where automation creates the clearest ROI.

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02 // build something

Implementation Sprint

~ 4–6 weeks · fixed deliverable

Focused execution of one well-scoped item — an AI workflow, a reporting pipeline, a custom analytical tool. Fixed scope, fixed timeline, defined output.

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03 // ongoing relationship

Advisory Retainer

3-month minimum · monthly cadence

An embedded advisory relationship for firms that want ongoing strategy, iterative builds, and a senior technical partner who knows their business.

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"The firms I work with don't need a generalist. They need someone who already understands why the work is structured the way it is — and can build around it."

Delos M. Elder

Founder, Cordant Advisory · CFA · CPA · Software Engineer

Full bio →

Contact Us

Tell us what you're trying to solve.

Engagements start with a focused conversation — no slides, no pitch. You describe what's slow, manual, or broken. We'll be direct about whether and how we can help.

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