Built to close one gap.

We spent two decades building investment management technology for some of the world's largest asset managers. The intelligence was real. It just never reached the one place it matters most: the conversation between an advisor and their client. Prospera exists to close that gap.

We believe advisors are how people actually get quality financial advice, because at the end of the day people want a human relationship around their money. The only thing that ever limited the best advisors was time. So Sophie is built to augment advisors, never to replace them, so that the understanding they give their closest clients can reach every client.