What does AI in wealth management really look like on the ground? In this episode of the Build AI Podcast, Amit Goel chats with Vineet Mohan about how AI is quietly transforming the workflows of financial advisors - and why the opportunity is far bigger than just meeting notes.
From Morgan Stanley’s rollout of AI tools to 16,000+ advisors, to the rise of nimble, tech-forward RIAs - the wealth industry is undergoing a tectonic shift. And AI is at the center of it.
We dive into:
- Why the U.S. is 10 years ahead in AI adoption
- $48T AUM industry facing a 100K advisor shortage
- The Kitces map and why tech fragmentation is a real blocker
- Fast Tracker AI: Automating the grunt work in advisory firms
- Real AI use cases: onboarding, CRM workflows, document prep
- How AI can be the “overlay OS” stitching legacy systems together
- Vertical AI better than Generic AI: Building domain-first, not model-first
- Why SMB advisors are adopting AI faster than incumbents
- B2B AI go-to-market: from painkillers to process reinvention
If you're building for, investing in, or working inside wealth management, this is your front-row view into the real-world AI transformation already underway.
Subscribe to Build AI Podcast for more deep dives into vertical SaaS, agent infra, and AI-first workflows across industries.
Connect:
Vineet Mohan: https://www.linkedin.com/in/vinmoh/
https://www.linkedin.com/in/amitpayments/
FastTrackr AI: https://fasttrackr.ai/
gAI Ventures: https://gai.ventures/
#WealthManagement #FinancialAdvisor #VerticalAI #KitcesMap #AdvisorTech #Fintech #Finance #ArtificialIntelligence
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