Who’s Who in AI-AdvisorTech

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 | AI for Advisors – 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 – Advisor AI – 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:

I’ll be categorizing, researching, demoing, interviewing all these at AI School for Advisors