May 15 in General discussion
Who's Who in Ai-AdvisorTech
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:
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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
Who don't have creator mode turned on:
- 500+ - Wilbur Swan , Chief Executive Officer at Catchlight - AI driven insights to empower financial advisors’ growth.: Nominated by Jason Dubrow
- 500+ - Anand Sheth , CEO / Founder at Pulse360 - Spend more time helping your clients and less time documenting your advice.: Nominated by Joe Moss
- 500+ - Denis Konoplev , CEO and Co-Founder at paraplanner.ai - The first real-time AI copilot for online client meetings: Nominated by Joe Moss, Geoff Moore
- 500+ - Parker Ence , CEO & Cofounder at Jump - Jump uses AI to help wealth managers automatically take notes, stay compliant, and update their CRM.: Nominated by Andrew Windham , Eric Hilton , Jonathan Murdock, CFP®, CPWA®
- 500+ - Azer Karimov , Co-founder, CEO at Elara - A human-like AI Employee for Wealth Management: Nominated by Joe Moss
- 500+ - Andrew Altfest, CFP® , Founder and CEO at FP Alpha - Where AI meets financial planning. Enabling advisors to transform client data into comprehensive financial plans.: Nominated by Paul R. Previte, CRPC®, BFA™
- 500+ - Ramsey Shaffer , Cofounder & CEO at Uptrends.ai - Saving the world from doomscrolling: Nominated by Teresa Leno, Jacob Radke
- 500+ - Rohit Agarwal , Co-Founder at Sora Finance - AI-driven debt financing and management platform (consumer and small business) empowering advisors and their clients.: Nominated by Alex Chalekian , Samuel S. Deane, MBA
- 500+ - Todd Rovak , CEO & Co-Founder at Carefull - AI-driven defense of money, credit, identity, passwords and critical documents. For older adults and their families.: Nominated by Craig Mesick
- 500+ - Larry Shumbres , Founder and CEO at Archive Intel - Your Digital AI Compliance Assistant: Nominated by Samuel S. Deane, MBA
- 500+ - Kanishk Parashar , co-founder / CEO at Powder - Gen-AI sales co-analyst for wealth advisors.: Nominated by Dominic Tully
Also mentioned (maybe not Ai-Advisortech, but close):
- 13,126 - Howard Katzenberg , Founder & CEO at Glean.ai - Powering finance teams to spend intelligently.: Nominated by Wouter Born
- 9,664 - Sasha Orloff , Cofounder & CEO at Puzzle 🧩🚀 - Accounting Software For Ambitious Startups: Nominated by Wouter Born
- 4,313 - Pavan Mirla , Data Science Team Lead at PERCEPTRON INTELLIGENCE - We specialize in extracting of actionable insights from large and unstructured datasets, using AI techniques: Nominated by Self
- 2,118 - Alex Sukhanov , Co-Founder & CEO at StockClubs - Learn faster, invest smarter and prosper together: Nominated by Tom Brammar
- 1,923 - Britt Bollinger , Founder + CEO at B212 - Leveling the playing field in capital markets.: Nominated by Peter Seelbinder
- 500+ - Tal Schwartz, Ph.D. , Founder & CEO at Ai Funds - Artificial Intelligence Managed Investing: Nominated by Jordan McFarland
- 500+ - Andrew Smith Lewis , Founder & CEO at Alai Studios - The art + science of AI.: Nominated by Alex Chalekian
- 500+ - Marcus Kim , Founder/CEO at Qraft Technologies - Transforming Investing With Artificial Intelligence: Nominated by M R moiq capital
- 500+ - Alec Crawford , Founder & CEO at Artificial Intelligence Risk, Inc. - Leading AI Safety, Security, and Compliance: Nominated by Jonathan Treussard, Ph.D. , Scott Dooley, CFA , Tyler Bradford
- 500+ - Rafael Loureiro , Chief Executive Officer at Wealth.com - A combination of best-in-class estate planning technology and human expertise to elevate the wealth management industry.: Nominated by joanne bradford
Other Ai-AdvisorTech companies:
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Who's Who in Ai-AdvisorTech
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