Wealth Management
Advisors managing multi-generational client relationships where trust, discretion, and personal knowledge directly determine retention and referral flow.
Access
One plan. No tiers.
Everything included.
Adonna is not priced per seat. She is priced per book of business — because what she protects is the value of every relationship you've built.
$990
per month · billed annually
Priced per book of business. Your entire team — executive assistants, coordinators, chiefs of staff, support personnel — is included at no additional cost.
A single client relationship can represent six or seven figures of lifetime value. Adonna doesn't cost you $990 a month. She protects what you've spent a career building.
- Adonna conversational AI — voice and text
- Unlimited clients, contacts, and relationships
- Wow-Flow relationship intelligence engine
- Industry-adapted Work-Flow management
- Meeting intelligence with pre-interaction briefs
- Full integration with your existing tech stack
- Unlimited team members per book of business
- Personal onboarding with white-glove setup
"The professionals who perform at the highest level share a quality their clients cannot always name but always feel: presence. Adonna protects what makes that presence possible."
How It Works
From invitation to intelligence
in a single conversation.
We limit enrollment deliberately. Not as a marketing tactic, but because Adonna requires genuine understanding of your practice, your industry, and your relationships to deliver its full value. Every new member receives personal onboarding — a real conversation, not a setup wizard.
Step 01
Request an invitation.
Submit your information below. We review every request individually — Adonna is built for seasoned professionals managing significant books of business in relationship-driven industries.
Step 02
We reach out personally.
Within 48 hours, a member of our team connects with you directly. No automated sequences. No sales funnel. A conversation between professionals about whether Adonna is right for your practice.
Step 03
Your first conversation with Adonna.
Onboarding is your first experience with the product. You talk, Adonna listens and learns. Your tools connect in the background — email, calendar, CRM — while the conversation continues. No forms. No configuration manuals.
Step 04
Intelligence arrives within hours.
Before you've consciously contributed anything beyond a conversation, Adonna surfaces insights from your own communication history — a forgotten commitment, a fading relationship, a moment worth acting on. That's when you understand what this is.
Built For
Relationship-driven professionals.
Adonna is designed for executives whose client relationships are the foundation of their business — not an afterthought managed in a CRM.
Real Estate
Top producers whose repeat and referral business depends on maintaining genuine connection with clients across years between transactions.
Financial Advisory
Professionals whose clients expect to be known — not just as a portfolio, but as a person with goals, fears, and a family they're building for.
Legal Services
Partners and senior associates whose practice growth depends on the depth of relationships they maintain across a complex professional network.
Insurance
Agents managing large books where policy renewals and referrals are earned through years of demonstrated personal attention and timely outreach.
Executive Leadership
C-suite executives, chiefs of staff, and senior leaders who maintain strategic relationship portfolios spanning clients, partners, board members, and key stakeholders.
Commercial Real Estate
Brokers and principals managing long-cycle deal relationships where a single transaction can take years to close — and the trust built between conversations is what determines who gets the call.
Private Banking
Relationship managers serving high-net-worth clients who expect an intimate level of personal knowledge — not just of their portfolio, but of their family, their aspirations, and the legacy they're building.
Any High-Touch Practice
If your business is built on the depth of the relationships you maintain — if your clients stay because of how you make them feel, not just what you deliver — Adonna was built for you, regardless of your industry.
Common Questions
What you'd want to know.
- How is this different from my CRM?
- Adonna sits above your CRM — it doesn't replace it. Your CRM stores contact records and tracks activities. Adonna builds relationship intelligence from your existing communications and surfaces genuine reasons to connect that no CRM can produce. Think of it as the layer of understanding that transforms raw data into the quality of your presence.
- How long does onboarding take?
- Your first conversation with Adonna takes about 10–15 minutes. By the time you finish talking, your tools are connected and Adonna is already building intelligence from your communication history. Most members see their first meaningful insight within hours — not weeks.
- Can my assistant handle the setup?
- Yes — though Adonna works best when you engage directly, because the system calibrates to you personally. Most members start the conversation themselves, connect their email, then hand off remaining integrations to their assistant. Adonna adapts to however you prefer to work.
- Why is it priced per book of business, not per seat?
- Because the value Adonna delivers is tied to your relationships, not to how many people on your team use it. Your assistants, coordinators, and support staff all benefit from the intelligence — and including them at no extra cost means the entire team operates from the same level of understanding.
- What if I already have a great assistant?
- Then Adonna makes them extraordinary. The best executive assistants are already doing this work — remembering details, anticipating needs, preparing briefings. Adonna gives them the same intelligence across every relationship in your book, not just the ones they can hold in their own memory. It's the difference between a brilliant assistant managing 40 relationships deeply and managing 400.
- Is my client data secure?
- Absolutely. Adonna is built to the standards that relationship-driven professionals in regulated industries require. Your data is encrypted in transit and at rest, never shared across members, and never used to train our models. Your client intelligence belongs to you.
- What if it's not right for me?
- That's exactly why we review every invitation request personally. If Adonna isn't the right fit for your practice — because of your industry, your volume of relationships, or how you work — we'll tell you directly. We'd rather say no now than deliver a poor experience.
Built for professionals who understand that
relationships ARE the asset.
Submit your information and we'll reach out personally within 48 hours. No automated emails. No sales sequences. Just a conversation.