Verapath and GenTrust Launch VIRA Wealth Management Platform

Sep 16, 2026
Verapath and GenTrust have formed a joint venture and released VIRA, an AI wealth management platform for registered investment advisers and wealth management firms.
Verapath and GenTrust Launch VIRA Wealth Management Platform
Image: Verapath via PR Newswire

Verapath and GenTrust formed a joint venture and released VIRA, an AI wealth management platform for registered investment advisers and wealth management firms, the companies announced in a press release.

VIRA combines customer relationship management, financial planning, portfolio management, tax, performance reporting and data warehouse functions. It provides a single system of record and client view. The companies say AI is embedded throughout its workflows to automate routine operations and reduce duplicate data entry and reconciliation.

The platform is available immediately. GenTrust, a multifamily office with nearly $6 billion in assets under management, used VIRA's predecessor for the past decade.

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