The team behind Vireos
We're building the marketing platform financial advisors deserve.
Our mission
With years of experience within the wealth tech industry, our founder Shea Werner saw firsthand how financial advisors struggled with marketing. The tools available were either too generic, too complex, or completely disconnected from the regulatory reality of financial services — and most failed to generate real ROI, new leads, meaningful conversations, or growth opportunities.
Vireos was born from a simple idea: what if advisors had a single platform that understood their world — one that combined lead generation, AI-powered content generation, and built-in compliance, all designed specifically for regulated industries?
To empower every financial advisor to grow their practice confidently, compliantly, and effectively.
Meet the team
Shea Werner
Founder & CEO
Wealth tech veteran with experience at Tifin, Personal Capital, and Archive Intel. Deep expertise in compliance technology and growth marketing for financial services.
Robert Brooks
Chief Technology Officer
Seasoned engineering leader with a background in scalable SaaS platforms and AI-driven products, focused on building the technology that powers Vireos.
What drives us
Growth-Driven
Every tool we build is designed to help advisors generate leads, start conversations, and grow their book of business.
Advisor-Centric
We design for the way financial advisors actually work — not how we think they should work.
Built-in Compliance
Regulatory guardrails are woven into every feature, so advisors can grow confidently without compliance slowing them down.