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Today, AdvisorZen.AI has been successfully released on the world’s most popular innovation product platform—Product Hunt—and welcomes its first real digital users, innovation enthusiasts, other product developers, and others.
AdvisorZen.AI is intended as a tailored solution for professional wealth managers who want to streamline their daily work schedule, free up time for strategic endeavors, and concentrate on client relationships and business expansion rather than tedious daily tasks and manual operations.
‘AdvisorZen is a brand-new and easy-to-use AI assistant that helps Wealth Advisors in their daily routine. If you always thought about how to boost your performance with AI but didn’t know how - it will be a perfect tool for you!’ – admits Alex, CEO at AdvisorZen.AI LLC
Five state-of-the-art AI agents on the platform will help customers with quick research and their professional needs, including simple content creation, data search, structure, and industry advice.
AdvisorZen.AI is the best finance AI assistant for wealth management experts and individual advisors. It is customized to maximize customer interactions and strategic investment enhancement, save users time and effort, and guarantee unprecedented business success.
The story of AdvisorZen began in 2023, as the rapid adoption of OpenAI’s ChatGPT-3.5 and 4 sparked interests across industries. Steve Wilmarth, a university lecturer focused on Fintech and AI, met with two close colleagues: Vince Esposito, a Certified Wealth Advisor and Managing Partner at Fair Street Advisors with 30 years of experience, and Michael Knight, a seasoned Fintech expert specializing in portfolio operations, risk management, and trading.
Over lunch, they explored a key question: how could AI be leveraged to save time for wealth advisors, enabling them to focus more on client relationships and less on routine content creation tasks?
This partnership produced AdvisorZen, a straightforward, accurate, and incredibly effective AI solution designed to give wealth managers measurable returns on investment. After receiving encouraging early user feedback, the team entered an exciting era of growth, product refinement, and brand development.
Even though AI adoption has been growing gradually among software companies and IT giants, the three product inspirers recognized a need in the wealth management industry: an affordable, user-friendly AI agent specifically made to increase productivity for small and mid-sized businesses. They collaborated with Alex Romanenko, an IT specialist with 13 years of IT infrastructure and development expertise, to realize this idea. It turned out to be a success. You are welcome to share it with us!
The platform is now available for subscription. To become a user among the early adopters and test the platform immediately, visit AdvisorZen.AI just now. Do not forget to support us on the official product page at Product Hunt.
