Your Financial Advisory, Systematized

Run your practice like a machine.

EvansOS is the command center for a premium financial advisory. Client relationships, engagement tracking, growth metrics, and competitive intelligence, all in one place.

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What You Get

Everything a private CFO needs to scale.

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Client Command Center

Track every client relationship, engagement status, and financial touchpoint. No more spreadsheets. No more lost context between meetings.

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Growth Intelligence

See which clients drive revenue, where referrals come from, and what your pipeline looks like. Data-driven decisions for a relationship-driven business.

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Competitive Radar

Know exactly how Zeni, Pilot, and other virtual CFO players are positioning. Stay ahead of market shifts before they hit your inbox.

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Automated Outreach

Find and contact entrepreneur-CEOs in health, food, beauty, and fitness who need a private CFO. Cold outreach that actually converts.

2013
Founded, Garden City NY
10+
Years serving entrepreneur-CEOs
24/7
AI working on your growth

Your advisory deserves infrastructure.

Let Polsia build, run, and grow your operating system autonomously.

Open EvansOS