Do less. Grow more.
Plethos Group builds and runs custom AI assistants for your practice: inbox and scheduling, client calls, and financial data prep. Done for you, with a human reviewing anything sensitive.
Plethos (PLAY-thos): Greek for abundance.
Inbox triage, scheduling back-and-forth, reminder calls, collecting statements, prepping for reviews. The admin keeps growing with every client you add, and it takes time away from the work only you can do.
Endless inbox
Follow-ups slip when the day fills up.
Calendar tag
Booking and confirming meetings eats hours every week.
Scattered documents
Client data lives in PDFs, portals and spreadsheets.
What we build
Each assistant runs on Grok and is set up around your workflows, your tone and your tools.
Your AI chief of staff. It sorts your inbox, drafts replies, manages scheduling, tracks follow-ups and sends you a daily briefing.
A professional voice assistant for appointment setting, meeting reminders and routine client follow-up calls.
Built with an accountant's eye. It organizes client documents, reconciles data and prepares meeting-ready summaries.
We also handle branding and AI integration with the tools you already use.
We learn how your practice runs and pinpoint where AI automation will save you the most time.
We set up your assistants, connect them to your existing tools and test them with you.
You approve anything sensitive while we monitor and refine your assistants over time.
Registered Investment Advisors
RIAs ready to scale without adding headcount.
Independent advisors
Solo and small teams who wear every hat.
Wealth managers
Firms that want a white-glove client experience.
Why us
Founded by Fillipi Limas, a South Florida accountant and CPA candidate. We understand client financials, confidentiality and the details advisors care about.
Your financial data is handled by someone who knows what reconciled numbers look like.
No software to learn. We build, connect and maintain everything.
Sensitive actions wait for your approval. You stay in control.
No. This is a done-for-you service. We handle setup, integration and ongoing tuning.
Not on anything sensitive. You decide which actions need your review, such as client emails or anything involving financial data.
We design every setup with confidentiality in mind and work within your firm's existing policies. Your compliance team stays the final authority on how the tools are used.
In most cases, yes. We integrate with common email, calendar and document tools. We'll confirm on your strategy call.
Every practice is different, so pricing depends on scope. We'll walk you through options after the discovery call.
Tell us a little about your practice and we'll reach out to schedule a time.