Based in Louisville, trusted by companies and organizations across the US
We put technology in the right places so work gets done instantly, accurately, and compliantly.
Based in Louisville, trusted by companies and organizations across the US
Our founder ran his RIA for 12 years, so he understands…
But when you’re stuck in busywork, you’re not free to be the advisor they hired. And…
You should be spending more time with clients. When you’re not – someone else is trying to do so. The solution? Automated software that actually makes your life easier.
New Nine connects your existing tools, builds what’s missing, and automates repetitive back office work. You get to spend less time on busywork and more time with clients.
Regulators go bother someone else.
Information flows through your RIA automatically instead of being copied, checked, or chased down between systems.
The spreadsheets, side emails, and manual steps you’ve been relying on get replaced with something that actually works.
Routine tasks like AUM invoicing happen instantly, accurately, and effortlessly – without reminders or human error.
If busywork has ever stood between you and your clients, scheduling a call is the right decision.
At New Nine, we believe success shouldn’t require sacrificing the very freedom owning a business is supposed to provide.
This is what drives us to design systems that make businesses feel lighter and actually help you work less and get more done.
New Nine is led by Joe Ponzio, who brings over two decades of experience in business, finance, and technology, and has built and sold multiple companies.
What do our clients say?
Andre Vanier, CEO at Perceptive Panda
Talk with Joe about your day-to-day and manual processes, and he’ll come up with a plan to put the right technology in the right places.
We connect your tools, build what’s missing, and automate repetitive work. You’ll usually start seeing results in the first few days.
Walk away with a lighter, faster, more profitable RIA – and finally start spending more time with clients.
Everything you want to know (and maybe some things you didn’t think to ask)
Yes. All of your client data is stored in your own database, never mingled with other clients, and on secure servers with access controls and logging. All that to say…we take advisor compliance very seriously.
Be careful using tools like Zapier, Make.com, or n8n – unless you’re on an enterprise or self-hosted license, you could be exposed to significant regulatory headaches on their shared plans.
Have some other questions or ready to get the busywork off your plate? Scheduling a call is the right decision.
I want to free up time, save money, and finally start enjoying the freedom owning a business was supposed to provide.
I’d like to know if automating would generate a ROI for me, and what it would cost.
I’m tired of wasting money on software that doesn’t solve my problems.
I want to talk to Joe about how New Nine can help me work less and get more done.