Verapath and GenTrust Launch AI-Native Wealth Management Platform VIRA

Verapath and GenTrust have announced the general availability of VIRA, a new AI-native wealth management platform developed through a joint venture. The platform is designed to serve independent registered investment advisors (RIAs).

VIRA aims to consolidate key functions, including client relationship management (CRM), financial planning, portfolio management, tax, and reporting, into a single system of record. This integration is intended to provide RIAs with a unified view of each client.

The platform leverages artificial intelligence to streamline operations and support decision-making processes for wealth management firms. By offering a consolidated and intelligent system, Verapath and GenTrust seek to enhance operational efficiency and client service.

The joint venture highlights a trend towards integrated technology solutions in the wealth management sector. VIRA's AI capabilities are expected to automate routine tasks and provide deeper insights for advisors.

The platform was made generally available on September 16, 2026, in New York. The launch addresses the growing demand for comprehensive and intelligent tools within the RIA community.