Sep 11, 2025

. Steve Kane, head of product marketing at Altruist, said standalone platform Hazel is now moving out of beta and into general availability. "The biggest value that you have is all that human stuff," he said. "It's connecting with clients and helping them transition through big life transitions. It's connecting with them and helping them make sense of all the market chaos. We think that we can help you do more of that human stuff when you have Hazel on your team." AgentSmyth Rob Burgess/Financial Planning AgentSmyth provides different AI agents for equity analysis and specific trading insights, said CEO Pulkit Jaiswal. The firm has been live for around nine months and is active with over 50 trading desks worldwide. "We are basically a family of five agents," he said. "You can think of them as traders on a trading floor. We have a macro agent, a sentiment agent, an earnings expert, a quant and an options trader." All five of these AI agents continuously "We basically model the personalities of these agents around these five different personalities," he said. On top of those, Jaiswal said his firm is debuting its new AI agent: Agent Wealth. "We built Agent Wealth because we want you advisors and wealth managers, not just to buy AI," he said. "We want you to buy back your time. And so we're giving you the same institutional-grade hedge fund level muscle, but now for going from a bunch of loose words to a full client-ready note in less than 30 seconds." Archive Intel Rob Burgess/Financial Planning Larry Shumbres, founder and CEO of Archive Intel, said his firm wants to solve the problem of advisors carrying two phones. AI-powered archiving and surveillance tool encompasses everything from text messages, social media, chats and email to website communications, he said. "We're going back to the old BlackBerry days," he said. "Whether you have another phone to communicate with your clients to capture that, or you're using another app with a different phone number, we're making it a lot easier for you today. You could use your own phone, your own phone number, but you can whitelist or block your client contact list, so you don't need another phone, you don't need another phone number." Boosted.ai and is focused on investment research, analytics and client servicing. "Alpha can look at your portfolios," said Geoff Clauss, chief revenue officer of Boosted.ai. "Alpha knows what things you've told it you're focused on." Alpha can monitor the world for what's going on and then provide either alerts to advisors or clients, depending on the settings, said Clauss. "You stay on top of this stuff so that your clients don't have to get concerned," he said. "You don't have to have that moment of fear and sweating when the client calls you and says, 'What happened over here? How's my portfolio reacting to it?' You're ahead of it." Wayvest Rob Burgess/Financial Planning Wayvest's agentic AI platform allows advisors to "vibe code" financial plans using natural language prompts said CEO Brendan King. "The software can just build whatever we tell it," he said. "You're giving the tool context, and on the back end, it's just writing a bunch of code. It's citing all its sources, but it's writing code to render the plan." Sherpas Wealth Technology