Our Story

Why CanyonOps Exists

The software was the last thing we built. The system came first — inside a real advisory practice, with real clients and a real team.

The system came before the software

Jake Cazier, CFP®, spent seven years building a financial planning practice under a mentor he trusted. Then he discovered his mentor was running a $30M Ponzi scheme. Jake reported it to the SEC and FBI — and was cleared with zero personal liability. But the fallout was devastating. He lost most of his clients overnight.

What happened next defined everything. Jake rebuilt his practice from $20M to $90M in assets under management in just two years — entirely through referrals and the quality of his client service. No marketing campaigns. No bought leads. Just exceptional, consistent service delivery that clients and professional partners couldn't stop recommending.

But rapid growth broke his operations. His team couldn't keep track of which clients needed what, when. Onboarding fell apart. Compliance documentation was retroactive. The institutional knowledge that made his service exceptional lived in his head — and his team couldn't execute without him in the room.

He tried every tool. Salesforce. Asana. Notion. Spreadsheets. Custom Zapier workflows. Nothing was built for the rhythms of wealth advisory service delivery. So he built CanyonOps — first for his own practice, then for the industry. Today, he uses it daily to run Canyon Strategic Wealth, and he's making it available to every advisor who believes service delivery is the foundation of a great practice.

What We Believe

The principles behind the platform.

Built by an Advisor

CanyonOps wasn't designed in a vacuum by engineers guessing at advisory workflows. It was built by a CFP® who runs an advisory practice every day — someone who knows the difference between a tax projection and a tax return, who understands why Q4 is about RMDs and charitable giving, not generic "year-end planning." Every feature exists because a practicing advisor needed it.

Client Experience Is the Product

The real product of a wealth advisory firm isn't portfolio returns — it's the experience clients have working with you. CanyonOps is designed around that belief. Structured service delivery, proactive communication rhythms, and consistent follow-through aren't just operational goals. They're what make clients feel taken care of, year after year.

Ops Should Be Invisible to Clients, Seamless for Teams

Your clients should never see the machinery behind their experience — they should just feel the results. And your team should never have to wonder what to do next, chase down context, or interrupt the lead advisor to ask how to handle a specific household. Great operations disappear. That's the standard CanyonOps is built to.

Flexibility Over Rigidity

Every advisory practice is different. Some firms run nine planning categories; others focus on five. Some have three service tiers; others have one. CanyonOps provides proven frameworks and default structures, but never forces you into someone else's workflow. Configure your categories, define your tiers, set your cadences. The system adapts to you — not the other way around.

The Team

Started by a practitioner.
Built by a team that ships.

Jake Cazier, CFP®

Founder & CEO

CERTIFIED FINANCIAL PLANNER™

Jake manages $90M+ AUM at Canyon Strategic Wealth and uses CanyonOps daily to run his practice. He founded CanyonOps after rebuilding his firm from the ground up and discovering that no existing tool was built for the rhythms of wealth advisory service delivery. What started as internal tooling became a platform designed for the entire industry. He continues to practice as a financial advisor, ensuring CanyonOps stays grounded in the real challenges advisory teams face every day.

Derek Allred

CTO & Technical Co-founder

Derek leads the technical architecture and engineering behind CanyonOps. He brings deep experience building scalable, secure platforms and translates the operational realities of advisory practice management into software that teams actually want to use.

We'd love to hear from you.

Whether you're curious about CanyonOps, want to share how your practice handles service delivery, or just want to talk shop — reach out.

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