Daniel Yoo is the CEO and co-founder of Finmate AI, bringing a fresh perspective from years as a financial advisor into the fast-evolving world of AI-powered wealth management. In this episode, Aisha Corpas Wynn and Lana Hout of THE AI CHICKS dive into how agentic AI is revolutionizing finance—from automating routine tasks to enabling hyper-personalized client outreach and compliance monitoring. Daniel unpacks why custom-built AI agents are shifting the game for advisors and clients alike, diving into tech stacks, data privacy, and the industry’s push toward democratizing access to financial advice. The conversation gets real about the limits and promises of AI in finance, the balance between high-touch relationships and high-tech automation, and what the future holds for advisors, investors, and anyone navigating their financial journey.

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