Wealth & Advisory AI
AI for wealth management and financial advice: advisor copilots, portfolio analytics, client meeting preparation and documentation, proposal generation, and direct to consumer advice tools. The regulatory line that organizes this category is whether the output constitutes investment advice, which triggers fiduciary and suitability obligations, or decision support for a licensed advisor who owns the recommendation. Vendors position carefully on that line and buyers should test the positioning against how the product actually behaves. Evaluation should weigh integration with custodial and planning systems, the provenance of market data and analytics, and whether AI generated client communications pass the institution's own review and books and records obligations.
| Vendor | Category | AI Centrality | Website |
|---|---|---|---|
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F
Feathery
Feathery automates the data intake and operational workflows that sit between clients, brokers, advisers and carriers, extracting structured information from documents, emails and voice recordings and moving it into the systems of record where work actually happens. It pairs an operating layer that structures client data across those systems with a decisioning layer that surfaces insights back into workflows, and a plain language assistant called Robin that builds and deploys new workflows without engineering involvement. Customers span insurance carriers, insurance brokers, registered investment advisers and broker dealers.
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Insurance AI | B | feathery.io |
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C
Clearwater Analytics
Clearwater Analytics runs a cloud native investment management platform for institutional investors, unifying portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance and risk analytics in a single system supporting more than ten trillion dollars in assets. Its distinguishing architecture is single instance and multi tenant, meaning every client sits on one version above one validated data foundation, and generative and agentic AI are embedded across that foundation rather than sold as a separate module.
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Capital Markets & Research AI | C | cwan.com |
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R
Rogo
Rogo is a generative AI platform built for investment banks, private equity firms and asset managers, pulling filings, transcripts, deal databases, market data and a firm's own data rooms into one place so an analyst can ask questions in plain language and get answers with citations. Its agent, Felix, carries out the long running work that has traditionally filled the analyst and associate tiers, including deal screening, information memorandum drafting, data room diligence, model construction, pitch material assembly and buyer outreach, and commits the output back into the firm's own tools.
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Capital Markets & Research AI | A | rogo.ai |