The Origin Story
Built by an advisor who needed it first.
CanyonOps didn't start as a startup. It started as a survival system inside a real advisory practice, and it still runs that practice today.
The numbers that didn't add up
Jake Cazier, CFP®, was building his career under a mentor he trusted. Then he found the numbers that didn't add up. What he'd uncovered was a $30M Ponzi scheme — run by the man who'd trained him. He reported it to the SEC and the FBI. He was cleared with zero liability.
He'd done the right thing, and it cost him almost everything anyway: most of his clients left in the aftermath, taking their trust with them.
$20M to $90M, one referral at a time
What was left was a practice of about $20M and a reputation to rebuild one household at a time. No acquisitions, no ad budget — referrals. The only growth engine Jake had was doing exactly what he promised, for every client, every time, so visibly that clients couldn't help telling their friends.
Two years later the practice had grown from $20M to $90M in AUM. And then the thing that got him there, flawless delivery, started to buckle under its own weight. More households than any human memory could carry. A team that needed direction faster than one advisor could give it. The operations broke.
"I need this"
Jake didn't need a better CRM. He had one. He needed a system that guaranteed every promised service reached every household, every year, with proof. He built it in spreadsheets. The spreadsheets became Asana. Asana became a custom platform wired the way an advisory practice actually runs: service tiers, pre-built years, assigned work, evidence.
When other advisors saw it, they didn't say "interesting." They said "I need this." CanyonOps was born.
It's not theoretical. It's built by someone
who lives this problem every day.
Why It Works
We run our own practice on it. Every day.
Canyon Strategic Wealth, Jake's practice, runs entirely on CanyonOps. Every feature you see exists because a real practice needed it, and every feature gets tested on real households before it reaches yours. When you book a demo, you're not watching a rehearsal. You're watching the founder's actual Monday.
Practice-tested
Features earn their place by surviving a real service calendar, real clients, and a real exam-ready compliance standard.
Advisor-run
The roadmap is set by someone who sits in your chair, not by a product committee translating feature requests.
White-glove, personally
Onboarding is done by the same team that runs the platform on its own book. Your service model is built with you.
What We Believe
The convictions under the code.
A promise is a liability until it's delivered.
The moment you tell a client "we'll handle it," it belongs on a system, not in your head.
Proof is part of the service.
Work that can't be shown might as well not have happened — to a regulator, or to the client quietly wondering what they pay for.
AI drafts. Humans decide.
The AI does the data entry you'd never get to. Nothing is saved until a human approves it.
Software should lower your heart rate.
If a tool adds anxiety, it's not an ops tool. The entire point is knowing, not wondering.
Founding Firms
The advisors who shaped it.
Real quotes from the founding firms that run their practices on CanyonOps.
"Those are the things that keep you up at night — did I do this? Did I do that? I literally want to make sure all this stuff is done for people, because I care about making sure it's done."
"I've done it on paper, but now I can put it on software and feel good about it. Thanks for sorting out this part of the business — it needed it."
"This is what I need to be — and should have been — doing. Now we have a plan. The AI puts the input in so I don't have to. All I have to do is push a button."
Founding firms get a direct line to the roadmap, and their rate locked for life. About the program →
Book a Demo
Meet the person who built it.
Demos are 20 to 30 minutes with Jake, on the live system that runs his practice. No slide decks, no sales-team relay race.