For independent advisory firms
Larkmere connects the systems your firm already uses and gives your team a short, ranked list each week of what needs attention, and why. Your service team supports more clients without another hire.
Now talking with independent firms in New Jersey.
The problem
Under ⅓
of advisors say data flows automatically between their main systems.
Kitces AdvisorTech Study, 202545%
of an advisor's working time goes to prep, analysis and keeping an eye on accounts, versus about 20% with clients.
Kitces Research2
support staff at a typical independent firm near us, serving a few hundred households. Many firms have none.
SEC Form ADV data, 36 New Jersey firms, 2026How it works
Keep the tools you already use. We do the setup and the work, and there's no new software for your team to learn. Scroll to follow one week.
Friday evening
Your team uploads a few standard exports from your custodian and CRM, about ten minutes a week, through a secure upload. We check every file first: totals must match your custodian to the penny. We never ask for passwords.
Overnight
Your data comes together into one picture of each family, and every check runs on tested rules built from official sources. Anything unclear is flagged for you, never guessed.
Monday, 6:15 AM
A short, ranked list of what needs attention and why, split by advisor and grouped by action. Every number shows its source.
During the week
Assign, act and check things off. You decide what to do. We never contact your clients, move money or place trades.
Then it starts again on Friday.
What we catch
01
IRAs and workplace plans, with every IRS rule and exception checked.
02
Money that the plan assumes is invested, sitting idle.
03
Accounts outside the range the client agreed to.
04
Including after a divorce or a death recorded in your CRM.
05
Before the client notices their money is in limbo.
06
Measured against the service your firm promises.
07
Tasks handed off with no activity since.
08
Large deposits, withdrawals and requests to move an account to another firm.
Our commitments
Every check runs on tested code built from official IRS and industry sources. Your client data never goes to an AI.
Each item links to the data and the rule behind it, so you and your compliance team can check anything.
We flag. Nothing goes to your clients, and we never move money or place trades.
Missing or unclear data is marked "needs your input," with the reason. We never guess.
Never Social Security numbers, full account numbers or passwords. Each firm's data is encrypted and kept separate.
Notice within 72 hours of any incident involving your data, and a monthly report of our accuracy.
We're early, and we're building Larkmere around how independent firms actually work. If you run or work at one, we'd be grateful for 20 minutes of your time, in person or by phone.
About
Larkmere Analytics was started by Jack Mowrey, a student at Seton Hall University's Stillman School of Business in South Orange, New Jersey, where he studies finance, entrepreneurship and wealth management, together with a co-founder who builds software and dashboards for small businesses.
We started by listening. Before building anything, we've been talking with advisors about how the work behind the scenes really gets done, and where it breaks. Larkmere is built around what they told us.
Get in touch
If you're willing to share how the work gets done at your firm, we'll gladly come to you.
[email protected]