innerHERO

About innerHERO

InnerHero is a self-hosted operating system for wealth managers.

We build an open-source distribution of CRM, AI agents, and workflow automation purpose-built for Multi-Family Offices. Think Umbrel, but for wealth management — you get a portal with modules on a VPS you control.

The problem: MFOs run on spreadsheets, generic CRMs, or pay $325/user/mo for Salesforce FSC. None of these understand families, legal entities, KYC/AML, or affiliations out of the box.

Our approach: - WM-native CRM — data model for families, legal entities, affiliations, KYC/AML, person classification, RM attribution - AI Enrichment (Check360) — automated name verification, LinkedIn discovery, target scoring, dossier generation at ~$0.12/lead - Smart Workflows — n8n-powered automation with Telegram bot for daily digest, enrichment alerts, and approve/reject actions

Built on proven open-source: Twenty CRM (AGPL-3.0), n8n (Fair-code), PostgreSQL, Traefik. Single-tenant deployment — each MFO gets their own stack with full data isolation.

Keywords

• Ai
• Automatization
• B2B Lead Generation
• Compliance
• Crm
• Digital Assistance
• Executive Ghostwriting
• Linkedin Growth
• Linkedin Marketing
• Marketing
• Multi-Family Office
• Personal Branding
• Self-Hosted
• Startup
• Transformation
• Wealth Management