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Next Generation
Wealth
Experience 

Dated Experience

The wealth industry is notorious for its archaic processes, passive, unaware investors and advisors overwhelmed by technology and operational inefficiencies, leaving the latter very little time to understand their clients or share advice. Added to this, financial advisors now face remarkably higher demand for engagement due to the volatility in investment portfolio performance, all while attempting to prepare for the “Great Wealth Transfer” of an estimated $68 trillion from baby boomers to younger generations. When added to the aging population of financial advisors, the lack of qualified back-office staff to support this surge in demand and exacerbated by higher operating costs, the table is set for nothing short of a fundamental rethinking and reorganization of the industry itself.

A Reimagined Wealth Experience

The latest technological advancements in AI such as LLMs and Knowledge graphs couldn’t have come at a more opportune moment for an overburdened and dated wealth management industry—and could change the game if applied strategically and with the proper support. AI-enabled digital assistants have the potential to serve as advisor co-pilots, assisting clients as they cruise through the bread-and-butter process lifecycle from prospecting, planning, onboarding, client meetings and client management operations, thereby transforming today’s broken experiences and manual efforts into a seamless, intuitive Amazon- or Uber-like experience for all stakeholders. Just like how you would ask your digital home assistant to “switch off the kitchen lights,” you can now interact with your Advisor Assistant to set up an RMD distribution for a client or initiate a simple beneficiary change.  The underlying demand for this kind of technological solution is uncharted, especially with trillions of dollars on the verge of transfer between generations, a complex and shaky financial and economic environment terrifying investors, and thousands of financial advisors on the precipice of retirement.

Our Vision

AI Assistant for Wealth management Industry

Rosh Cherian

Rosh Cherian
CTO
15+ yrs of experience 
Enterprise Solutions Architect
ing and Deploying for Fortune 500 companies

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Sindhu Joseph, CEO and Founder of CogniCor. Ph.D in AI, WSR Top Women Leaders in Wealth

Sindhu Joseph
CEO
Founder & CEO
PhD in AI, Invented 6 patents, 
WSR Top Women leaders  in Wealthtech, Wea
lthManagement.com Top 23 to watch in 2023

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Advisors and Key Investors

Stephen Langlois, Former CRO of e-Money  and President of Kestra Financial

Stephen Langlois
Former CRO of e-Money 
and President of Kestra Financial

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Karl Gouverneur Former CIO of  Northwestern Mutual

Karl Gouverneur
Former CIO of 
Northwestern Mutual

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Ram Nagappan CIO of  BNYM-Pershing

Ram Nagappan
CIO of 
BNYM-Pershing

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Atul Kamra Managing partner of  SixThirty Ventures

Atul Kamra
Managing partner of 
SixThirty Ventures

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Toan Huynh EIR at Morgan Stanley

Toan Huynh
EIR at Morgan Stanley

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Sales

Brendon Cooper SVP Sales Former Director of sales  at Apex Clearing, ETrade, Folio

Brendon Cooper
SVP Sales
Former Director of sales 
at Apex Clearing, ETrade, Folio

 

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Joseph Kuo
Strategic Communications Advisor
Chief Executive Officer & Founder at Haven Tower Group LLC

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Wim Van Lerberghe Director of Sales  Former Director of sales  at Pershing, Viewtrade, Folio

Wim Van Lerberghe
Director of Sales 
Former Director of sales 
at Pershing, Viewtrade, Folio

 

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