Partners
We don't replace your tools. We complete them.
CanyonOps is the practice management platform that sits alongside the tools you already run — and beside the consultants, communities, and founding firms helping advisors deliver what they promise.
Works With How You Already Work
Keep your tools. Close the gap.
The coverage map is deliberate: each tool covers its slice. CanyonOps handles what none of them do: the promised work, its execution, and its proof.
Your CRM
Keeps its job: contacts & pipeline.
Portfolio tool
Keeps its job: the investments.
Planning software
Keeps its job: the plan.
AI notetaker
Keeps its job: the recording.
Service delivery & proof
CanyonOps covers this.
Transcripts flow in from any meeting tool today: paste or upload, no integration required. A growing set of direct integrations is on the roadmap; tell us which one matters to your firm and it moves up.
Founding Firms
Shape the platform.
CanyonOps grew out of one practice, and it's being finished with a small cohort of firms who run it for real and tell us what's true. In exchange we ask for the only thing that makes software good: honest feedback from a working practice.
Your feedback goes to the founder, not a support queue.
White-glove-plus: your service model, built with Jake directly.
"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."
"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."
Consultants & Communities
You tell advisors the truth. So do we.
If you coach advisors, run a community, or consult on practice operations, you've probably drawn this diagram on a whiteboard — the promises on one axis, the year on the other. CanyonOps is that whiteboard, running. We work with a small number of partners who want their people to actually implement the operating rhythm they teach.
Practice-management consultants
Your framework, built in. We'll build your service-model templates into the platform for your clients, so your methodology survives contact with February.
Study groups & communities
A working session, not a sponsor pitch: Jake demos the real practice and takes hard questions. Your members leave with the framework whether they buy or not.
Content & press
Writing about advisor operations? We'll share what running a $90M practice on this system actually looks like — numbers, screenshots, scars.
The best partnership starts with seeing it.
Twenty minutes with the founder, on the system that runs his practice.