Tag: Agentic AI
The WealthStack Podcast: How AI Is Reshaping Private Market Investing with Anna Joo Fee

The WealthStack Podcast: How AI Is Reshaping Private Market Investing with Anna Joo Fee

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Private markets are moving closer to the core of the wealth management conversation, but the experience around accessing, evaluating and explaining those opportunities remains highly fragmented. As advisors face growing client interest in alternatives, pre-IPO companies and more personalized investment opportunities, the need for better education, due diligence, transparency and portfolio context has never been greater.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Anna Joo Fee, CEO and founder of Goodfin, to explore how AI is changing the private markets experience. They discuss why access alone is not enough, how agentic AI can help advisors and investors navigate complex information, and why the future of private wealth may bring investing, tax, planning and private markets into a more connected ecosystem.

Key takeaways:

  • How AI can help address opacity, fragmentation and information gaps in private markets
  • Why access to private markets can become a source of alpha, but only when paired with education and context
  • What makes applying AI to private markets different from applying it to public markets
  • How agentic AI can support research, document analysis, investor education and investment workflows
  • Why advisor judgment, guardrails and trust become even more important as AI becomes more powerful

Resources:

Connect with Shannon Rosic:

Connect with Anna Joo Fee: 

About Our Guest:

Anna Joo Fee is the CEO and Founder of Goodfin, an AI-native wealth platform focused on private market investing. A former attorney at Sullivan & Cromwell, she brings a background in financial services, private markets, and fintech to her work building technology that helps advisors and investors better understand, access, and manage private investments. Through Goodfin, Anna is focused on using artificial intelligence to improve investment research, education, tax planning, and portfolio decision-making while keeping human expertise at the center of the wealth management experience.

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The WealthStack Podcast: AI’s Client Engagement Frontier with A.J. De Rosa

The WealthStack Podcast: AI’s Client Engagement Frontier with A.J. De Rosa

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Everyone in wealth management is talking about artificial intelligence, but too much of the conversation still centers on efficiency. Yes, saving time matters. But the bigger opportunity is moving firms from disconnected tools, dashboards and workflows into a world where AI can help deliver timely insights, proactive engagement and more personalized communication at scale.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with A.J. De Rosa, CEO and co-founder of Intellebox, to explore what separates AI as a feature from it as a firmwide strategy, why agentic workflows are not the same as basic automation, and how compliance may become stronger, not weaker, when AI is designed with the right guardrails.

Key takeaways:

  • How client engagement and personalization have become the new bottlenecks in wealth management
  • Why AI needs to evolve from point solutions into agentic operating systems
  • How compliance could become stronger with AI-powered oversight and human review
  • Why the future is not human versus AI, but human judgment plus machine intelligence
  • Why efficiency alone is not a growth strategy for advisory firms

Resources:

Connect with Shannon Rosic:

Connect with A.J. De Rosa:

About Our Guest:

AJ DeRosa is the Co-Founder and CEO of Intellebox.ai, where he leads the company’s mission to redefine wealth management through agentic AI and a next-generation client engagement platform. His extensive experience in startup leadership, capital formation, and enterprise scaling has positioned him exceptionally well for this next chapter, building an industry-transforming company at the intersection of AI and wealth advisory.

AJ brings over 29 years of revenue and operations leadership across finance, AI, and technology. He joined Intellectus Partners as a Partner and CEO-in-Residency, specifically recruited to incubate and launch Intellebox.ai. During his time at Intellectus, AJ helped shape the firm’s growth strategy while architecting the vision, commercial model, and market approach that became the foundation of Intellebox.

Before launching Intellebox.ai, AJ played integral roles in five venture-backed startups. Most recently, as Chief Revenue Officer and Section 16 Officer at Evolv Technologies, he helped lead the company through hyper-growth and its successful NASDAQ public listing in 2021. Prior to Evolv, AJ served as Chief Revenue Officer at Orbital Insight, where he secured over $120 million in venture capital from firms including Sequoia, Google Ventures, and Lux Capital, relationships he continues to support as an advisor.

Earlier, AJ spent more than a decade at Eze Software Group, where he contributed to major private equity transactions and served as Co-Head of Global Sales, solidifying his deep roots in the investment management and hedge fund ecosystem.

AJ holds a B.S. in Economics from Lehigh University.

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The WealthStack Podcast: Are You Hiring AI or Just Buying Tools? with Subatomic’s Sam Sova

The WealthStack Podcast: Are You Hiring AI or Just Buying Tools? with Subatomic’s Sam Sova

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Everyone in wealth management says they’re using AI right now. But if we’re being honest, most of it still looks like faster note taking, cleaner CRM updates or slightly better workflows. Helpful? Yes. Transformational? Not even close.

In this episode of The WealthStack Podcast, Shannon Rosic sits down with Subatomic CEO Sam Sova to unpack the much bigger shift happening beneath the surface: AI that doesn’t just assist advisors, but actually works alongside them.

He explains why the industry is still stuck in a “1995 internet moment,” what it really means to move from AI tools to AI coworkers, and how leading RIAs are already using agentic AI to orchestrate workflows, unlock growth and fundamentally rethink how their firms operate.

Key takeaways:

  • Why most AI in wealth management today is just incremental improvement, not transformation
  • The difference between AI tools and true agentic AI coworkers
  • How AI orchestration creates a single, intelligent view of the client
  • What “hiring AI” looks like inside a modern RIA
  • Why operational efficiency is just the starting point and growth is the real unlock

Resources:

Connect with Shannon Rosic:

Connect with Sam Sova:

About Our Guest:

Sam Sova is the Co-Founder and CEO of Subatomic, where he focuses on helping wealth management firms rethink how they operate through AI-driven systems. With over two decades of experience inside large organizations such as Fiserv, TIAA, AT&T, and Johnson Controls, he has led transformation efforts centered on solving complex operational challenges. Today, he brings that background into the evolving AI space, working with firms to move beyond traditional tools and adopt AI coworkers that can streamline workflows, unify data, and support more meaningful client engagement.

 

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From Franken-Stacks to AI Agents: The Annual WealthTech Outlook with Davis Janowski

From Franken-Stacks to AI Agents: The Annual WealthTech Outlook with Davis Janowski

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For three years running, the WealthStack season has officially started the same way: with an unfiltered wealthtech outlook conversation between Shannon Rosic and Davis Janowski, senior technology editor and research analyst at Wealth Management. If 2025 was the year firms finally started using AI, 2026 is shaping up to be the year we find out whether all that tech actually pays the rent.

In this annual tech vibe check, Shannon and Davis dig into how AI notetakers quietly reshaped advisor workflows, why agentic AI and “AI operating systems” are the next wave, and what this all means for junior talent, firm structure and the future “Chief AI Officer.”

They also explore whether Franken-stacks are really dying, how niche platforms and new lead-gen tools are redefining value, and why cybersecurity and deepfakes may be the biggest underpriced risks on every CTO’s roadmap. 

Key takeaways:

  • What under-the-radar innovations to watch in the 2026
  • How data fragmentation limits real AI adoption despite rising tech budgets
  • What agent-based platforms signal about the future of advisor software
  • Why critical thinking remains more valuable than pure AI skills
  • How cybersecurity risks are growing faster than regulatory responses

Resources:

Connect with Shannon Rosic:

Connect with Davis Janowski:

About Our Guest:

Davis Janowski is a New York-based technology journalist whose work spans consumer, business and the FinTech sectors.

Prior to his six years with WM, Janowski worked for Forrester Research as an analyst covering Digital Wealth Management. In edition, he has worked for two FinTech startups, Wealthfront and New York-based FeeX, Inc. (now Pontera). His work covering the advisor tech space began in 2007 when he joined InvestmentNews as the advisor industry’s first dedicated technology reporter. His start in tech journalism began as an editor with PC Magazine in 1999 where he later served as an analyst and reviewer.

His work has appeared in The New York Times, Wealth Management, Financial Planning, RIABiz, InvestmentNews, PC Magazine, numerous blogs and several books, including Technology Tools for Today’s High Margin Practice. He has also been a speaker and moderator at numerous industry conferences.

Outside his day-to-day he is a senior guide for Manhattan Kayak Company in New York City.

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