Rowan Information

Rowan is operating intelligence for investment advisory firms. It connects context across the systems a firm already uses to identify timely opportunities across clients, prospects, households, and professional networks—then prepares the next action for advisor approval. Use Rowan to uncover held-away assets, recognize meaningful life and liquidity events, re-engage dormant relationships, and follow through consistently. Built for independent advisors and small RIAs in the United States and Canada. Human-approved, permission-aware, and auditable by design. Join the waitlist at rowan.team