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AI School for Advisors

Public • 31 • Free

ProAdvisorSuite

Public • 293 • Free

1 contribution to AI School for Advisors
Who's Who in Ai-AdvisorTech
Article on LinkedIn Josh Brown asked: "Who is the most interesting CEO / founder working on AI for financial advisors. Give me names." I organized the comments like this: --- First up, those nominated who have creator mode turned on (also who I think are Ai-first AdvisorTech companies): - 26,523 - Derek N.H. Notman, CFP® , Founder & CEO at Couplr AI - The worlds first AI driven Client Matching solution for wealth management. Available anywhere but Mars, for now.: Nominated by Joe Moss, Self - 15,469 - Marc R. Butler, Founder and CEO at Wealth Management GPT - Giving Advisors Superpowers: The power of intelligent wealth management enabling advisors to grow and their business: Nominated by Teresa Leno , Justin W., Derek Notman - 10,065 - Ian J. Karnell , Chief Executive Officer at VastAssembly.ai - Powering Business Growth with AI Automation for Financial Advisors.: Nominated by Dani Fava, Geoff Moore - 7,963 - Sindhu Joseph , Founder, CEO at CogniCor Technologies - Generative AI Copilots for Wealth Management: Nominated by Kevin Cheeks, CFP®, CSRIC® - 5,876 - Vinay Nair , Founder, Chairman & CEO at TIFIN - AI for Wealth: Nominated by ChatGPT , Andrew Nigrelli , George A. - 4,876 - Thomas Stewart , Founder / CEO at Hadrius - The Financial Compliance Copilot: Nominated by Ryan Stevenson , Self - 4,287 - Jonathan Michael , Founder at AdvisorX AI - Scale your firm's thought leadership, client education and content marketing with content that sounds like you.: Nominated by Joe Moss - 3,677 - Mark Gilbert , Co-Founder and CEO at Zocks - Capture data that matters from conversations.: Nominated by Chris Arnold, CFP® - 2,977 - Gabe Rissman , Cofounder and President at YourStake - YourStake is on a mission to make scalable personalization easy to implement into your practice.: Nominated by Joe Moss, Jack Casady ⚓️ , Ross Cohen, CFP® - 2,110 - Haik Sahakyan , Co-Founder & CEO at ARQA - Next-Level Wealth Management: your Wealth, our Intelligence: Nominated by Joe Moss - 1,555 - Eden Ovadia , Co-Founder at FINNY - Grow your book of business by leveraging machine learning to identify and prioritize high quality prospects: Nominated by Joe Moss, Self - 1,344 - Tim Bickmore, CFP®, CPWA® , Co-Founder at Hyphaway - Financial planning for the next wave.: Nominated by Self - 1,230 - Cameron Howe , Co-Founder at Investipal - The complete advisor enablement platform for advisors in growth mode.: Nominated by Self - 1,016 - Daniel (Seong Min) Yoo , Founder/Co CEO at FinMate AI - Financial Advisor AI Assistant, save hours a week offloading structured notetaking: Nominated by Joe Moss
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New comment Jun 13
1 like • May 17
I am talking to https://www.levitate.ai/ relationship marketing....it doesn't seem to be on anyone's radar
1 like • Jun 12
I will replace calendly, mailchimp, advisors intelligence by adding Levitate. I will also reduce my outsourced marketing assistant’s hours because I can now easily do social media posts myself. Just starting all this as I did add Levitate. @Joe Moss
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Cathy Curtis
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3points to level up
@cathy-curtis-6588
Founder of Curtis Financial Planning, LLC an RIA firm located in Oakland, California.

Active 141d ago
Joined May 14, 2024
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