We exist to give advisors back their time, so they can focus on clients, not manual prep.

Connor Florczyk

Founder

Connor began his career at Crescent Bay Advisors, Inc. (Acquired by Evoke Advisors in 2024), a boutique multi-family office serving ultra-high-net-worth families with complex, multi-entity structures. He later joined a top-performing private wealth team at Morgan Stanley, where he helped coordinate investment execution across billions in assets for executives, multi-generational families, and family offices.

Across both firms, Connor spent hours preparing for client meetings, pulling data from custodians, CRMs, emails, research platforms, and internal systems to build a clear picture before every conversation. He saw firsthand how much advisor time was lost to fragmentation and manual prep instead of strategic client work.

He founded Briefly to solve that problem by automating meeting preparation and unifying data across custodial platforms and core advisor systems. His goal is to help financial advisors deepen client relationships and make more informed decisions as the industry faces rapid change driven by generational wealth transfer and expanding client books.