
Keywords
AI, LinkedIn, financial advisory, productivity, entrepreneurship, technology, social media, risk aversion, innovation, advisory firms, AI, financial advisory, note-taking, client affluence, technology, productivity, ethical considerations, ... more
In this episode of AI for Advisors, Mark Heynen and James Cantwell talk with Jason Wenk, founder and CEO of Altruist, about building a modern custody platform from scratch and why infrastructure matters more than software. They discuss Jason’s journe... more
In this episode of AI for Advisors, Mark Heynen and James Cantwell talk with Rajesh Jayaraman, founder and CEO of Flextract, about solving wealth management’s most painful onboarding problem. Rajesh shares his journey from Yodlee and Ellevest to tack... more
In this episode of AI for Advisors, Mark Heynen and James Cantwell welcome two founders building critical AI infrastructure for wealth management: Max Klein, co-founder and CEO of LEA, and Mike Wilson, CEO of Hamachi.ai. Fresh from the Advise AI conf... more
In this episode of AI for Advisors, Mark Heynen and James Cantwell talks with Ryan Eisenman, CEO of Arch, which builds digital admin infrastructure for private markets, and Jacob Miller, Chief Solutions Officer of Opto Investments, a curated investme... more
In this episode, Mark and James speak with Victoria Toli, Co-founder and President of Finny, and Arnulf Hsu, Founder and CEO of GReminders, about how AI is redefining client acquisition and engagement in the wealth management industry amid the $100 t... more
Explore the forefront of AI for wealthtech with insights from industry leaders at the Advise AI conference.
This episode features conversations with representatives from Orion, CommuniFi, Mutify, Knapsack, Conquest Planning, Fini, Syntax, Alpathena... more
In this conversation, Joe Moss discusses the evolving landscape of Customer Relationship Management (CRM) systems in the context of artificial intelligence (AI). He identifies two main categories of AI integration: integrated AI CRMs and AI overlays.... more










Listeners, social reach, demographics and more for this podcast.
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AI for Advisors launched 11 days ago and published 18 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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