The WealthStack Podcast: How AI Is Reshaping Private Market Investing with Anna Joo Fee
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:
- Listen to WealthStack on Wealth Management
- Subscribe and listen to WealthStack on Apple Podcasts
- Subscribe and listen to WealthStack on Spotify
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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