Cordant Advisory
Cordant Advisory helps investment funds, accounting firms, and wealth managers deploy AI and automation where it actually creates value — guided by someone who understands the work deeply enough to know where it fits and where it doesn't.
// questions we hear every week
Investment Funds
"Our analysts spend half their day on data prep and summaries. Can AI actually take that over reliably?"
CPA Firms
"Can AI actually process our client documents and draft workpapers — or is that still more hype than reality?"
Wealth Managers
"We want to use AI for client reporting and planning summaries. What does a safe, reviewable process actually look like?"
All Firms
"Everyone is talking about AI. What does it actually mean for a firm like ours?"
Investment Funds — HF · Family Office · PE
Investment teams at hedge funds, family offices, and PE firms are routinely doing work that should be automated — aggregating positions, reconciling custodian feeds, assembling LP reports. AI can now handle much of that grind. The firms that deploy it well reclaim analyst time for the work that actually drives returns.
// questions we hear
// how cordant helps
We build AI-powered research and data workflows grounded in how investment teams actually work — not generic automation demos. That means AI agents that synthesize earnings calls and filings into structured outputs your analysts can act on, automated LP reporting pipelines that eliminate the quarterly assembly process, and custom portfolio dashboards that consolidate data from every feed into one clean view. We engage at the level of someone who's done the underlying investment work — because we have.
CPA Firms — Accounting & Tax
Most accounting firms have a capacity problem that looks like a staffing problem. The real issue is that too much senior time goes to work that AI can now do — document processing, workpaper assembly, first-draft memos. The firms that automate that layer first will have a durable competitive advantage in capacity and margin.
// questions we hear
// how cordant helps
We design and build AI workflows purpose-built for accounting — document ingestion pipelines that extract and classify client data, AI agents that draft workpapers and memos for senior review, and automation that connects your existing tools rather than replacing them wholesale. Because we hold the CPA ourselves, we know exactly where AI output needs a human check and where it can be trusted. The result is leverage that actually fits how your practice works.
Wealth Managers — RIAs & Advisors
RIAs spend more time managing their technology stack than managing client relationships. Custodian platforms have limits. Portfolio tools don't integrate. And the AI tools now entering the wealth management space promise a lot — but most advisors don't have a clear picture of where they're actually safe to deploy and where the risk lives.
// questions we hear
// how cordant helps
We build AI-powered workflows for the parts of wealth management that are high-effort and low-judgment — client report assembly, meeting prep documents, onboarding data collection — while being clear-eyed about where human review is non-negotiable. We've built investment management software and hold the CFA, so we understand both what your platform should be doing and where AI can responsibly extend it. Vendor evaluations, custom tooling, and workflow automation — scoped to what actually moves the needle for your practice.
Engagements
Every engagement starts with a conversation. Most clients begin with the AI Opportunity Assessment — a low-friction way to get a concrete picture of where AI creates real value in your firm, with no obligation to continue. Pricing on request.
01 // start here
~ 2 weeks · fixed scope · written deliverable
A structured diagnostic of your firm's workflows, technology stack, and AI readiness — delivered as a written report with a prioritized roadmap of where automation and AI create the clearest ROI. A standalone deliverable you keep and can act on independently.
// what's included
02 // build something
~ 4–6 weeks · fixed deliverable · fixed timeline
Focused execution of one well-scoped item — an AI workflow, a reporting pipeline, a custom analytical tool. Fixed scope, fixed timeline, defined output. Often follows the Assessment, but can be engaged standalone when you already know what you need built.
// example deliverables
03 // ongoing relationship
3-month minimum · ongoing · monthly cadence
An embedded advisory relationship for firms that want ongoing strategy, iterative builds, and a senior technical partner who knows their business. Dedicated hours each week, priority access, and continuity across projects. Most retainers begin after a completed Assessment or Sprint.
// what's included
About
Delos Elder
Founder, Cordant Advisory
Cordant was built around a simple observation: the firms doing the most important work in finance are consistently underserved by their technology consultants — not because the right technology doesn't exist, but because the people recommending it don't understand the work well enough to implement it correctly.
After a career spanning equity research, public accounting at PwC, and engineering investment management software, I started Cordant to work directly with financial firms that need both — the domain fluency and the technical depth — without the overhead of a larger engagement.
"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."
Get in touch
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, and what that looks like.
Typical first engagements are an AI Opportunity Assessment — a concrete deliverable you keep regardless of whether we work together further.
What happens next
You'll hear back within one business day
We schedule a 30-minute call — no slides, no pitch
You'll get a direct answer on whether and how we can help