The WealthStack Podcast

Private markets may be attracting more capital, but the infrastructure behind those investments is still highly fragmented. As firms scale their alternatives businesses, managing data, documents, capital calls and reporting across disconnected systems is creating growing operational complexity.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Ryan Eisenman, CEO and co-founder of Arch, to explore how better data, automation and AI can modernize the private markets experience.

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About Our Guest:

Ryan Eisenman is the Co-Founder and CEO of Arch, a technology platform focused on simplifying the management of private market investments. Arch helps advisors, family offices, institutions, and other allocators centralize investment documents and data while streamlining workflows around K-1 collection, capital calls, distributions, and reporting. Through his work at Arch, Ryan focuses on reducing the administrative burden associated with private investments and giving investment teams more organized, accessible data to support their decision-making.

Wealth management firms are being asked to support more assets, deliver greater personalization and provide clients with increasingly real-time experiences. But behind the scenes, many investment teams are still operating across disconnected portfolio management, trading, CRM, accounting, compliance and reporting systems. As artificial intelligence moves from copilots and chatbots toward agents that can actually perform work, that fragmented infrastructure may become an even bigger constraint.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Sterling Perkins, director of solutions consulting at Ridgeline, to explore what happens when the investment management tech stack is rebuilt around a single system of record.

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Sterling Perkins is the Director of Solutions Consulting at Ridgeline, where he works at the intersection of wealth management and financial technology. He began his career as a financial advisor at Baird, helping grow a book of approximately $100 million across roughly 100 client relationships before transitioning into wealth technology. Sterling later spent six and a half years at InvestCloud, where he served as Global Head of Product and Global Head of Sales Engineering, before joining Ridgeline. His experience as both an advisor and technology leader gives him a practical perspective on investment management operations, AI, portfolio technology, and how firms can use connected systems to support growth and client service.

Investment teams have access to more data than ever, but more information does not necessarily mean better insight. Analysts still spend enormous amounts of time gathering filings, reading disclosures, comparing earnings calls and reconciling information across disconnected systems. At the same time, market volatility, geopolitical risk and rapidly changing investor expectations are making traditional, backward-looking portfolio analysis increasingly difficult to rely on alone.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Af Malhotra, Founder and CEO of ReN, to explore how AI can help investment teams move from backward-looking analysis toward more forward-looking risk intelligence. They discuss ReN’s approach to analyzing portfolios, why domain-specialized AI matters in financial services, how automation could reshape investment research and what the future of embedded, agentic investment intelligence could look like.

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About Our Guest:

Af Malhotra is a tech founder, active investor, and dedicated philanthropist. He has an illustrious career in technology, having held leadership roles in global companies including Amstrad, Fujitsu, and most recently Gartner. 

Af is a regular contributor in the media, having been featured as a ‘technology entrepreneur and visionary ’ on the BBC News, CNBC Live, HuffPost, Financial Express Magazine, The Times, Raconteur, Bloomberg, International Finance Magazine and the Entrepreneur Magazine.

Af has acquired graduate and post-graduate degrees from Goldsmiths College, University of London (Anthropology), Kingston Business School (MA in Business), Harvard Business School (Executive Education). He is also a guest lecturer at London Business School (LBS)  and Queen Mary’s, University of London.

Financial advisors are investing in more technology than ever, but many are questioning whether traditional software pricing models actually align with the value those platforms create. As artificial intelligence changes what software can deliver, many firms are reconsidering how technology providers should be connected to the growth they help create.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Eden Ovadia, CEO and co-founder of FINNY AI, to explore the firm’s shift from traditional software subscriptions to a pay-as-you-grow model. They discuss how AI is changing expectations for technology providers, why outcome-based pricing may create stronger alignment between vendors and advisors, and how FINNY is approaching growth attribution, advisor partnerships and the future of wealth technology.

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Eden Ovadia is the CEO & Co-Founder of FINNY, a technology platform designed to help financial advisors grow their firms through AI-powered tools, data, and marketing capabilities. Eden focuses on how advisor technology companies can better align their success with the growth outcomes advisors are trying to achieve. Through FINNY’s pay-as-you-grow model, Eden is helping rethink how wealth technology companies approach pricing, partnerships, and measurable advisor growth.

As artificial intelligence adoption accelerates across wealth management, enterprise RIAs are becoming an important proving ground for what it actually takes to move from experimentation to scale. The conversation has shifted to be more about the foundation required to make AI useful across an entire wealth management business

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Leslie Norman, chief technology officer at Dynasty Financial Partners, to explore what it takes to move AI beyond experimentation and into the everyday operating system of an RIA. They discuss why advisors can still find themselves acting as the “human integration layer” between disconnected systems, how Dynasty is building a more unified technology and data foundation, and what has to happen behind the scenes for AI to become truly useful at scale.

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About Our Guest:

As Chief Technology Officer, Leslie Norman is responsible for the strategy and delivery of technology solutions that benefit the hundreds of independent financial advisors and professionals across the Dynasty Network. She oversees the Product and Engineering, Information Technology, Cyber Security, and Technology Services teams who help Dynasty’s community get the most from their tech stack. She also leads Dynasty Labs, the firm’s dedicated innovation arm, where emerging technologies are explored and developed into practical capabilities for advisors.

Her leadership has focused on building an integrated platform that supports independent advisors at scale, with a strong emphasis on AI and data-driven capabilities. Leslie has spent her career at the intersection of technology and financial services, leading initiatives that modernize operations and put better tools in the hands of advisors and their clients. Her work spans product development and operational transformation — building systems that simplify complexity, automate the back office, and create more meaningful client experiences.

Leslie holds a Master of Business Administration and a Master’s in International Business from the University of Florida, as well as a Bachelor of Science in Finance. A proud Tampa Bay native, Leslie brings a personal connection to the region’s growth and to the mission of developing the next generation of business and technology leaders.

For many business owners, the company represents far more than a line item on a balance sheet. It is their largest source of wealth, income, identity and legacy. Yet critical questions around valuation, succession, equity risk, tax planning and an eventual exit often remain disconnected from the broader financial plan.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Jason Early, founder and CEO of RISR, to explore how technology and artificial intelligence are helping advisors bring greater clarity to business owner planning. They discuss how advisors can capture and analyze business data, identify risks hiding inside legal and financial documents, and begin building trusted relationships long before a liquidity event.

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About Our Guest:

Jason Early is the Founder and CEO of RISR, a technology platform that helps financial advisors better serve business owners through business valuation, succession planning, risk analysis, and AI-powered planning tools. Throughout his career, Jason has worked at the intersection of financial advice, business owner planning, and technology, with a focus on helping advisors gain deeper insight into privately held businesses. Drawing on years of experience working alongside advisors and business owners, he is passionate about equipping financial professionals with the tools and information they need to deliver more meaningful planning before, during, and after a business transition.

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.

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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.

Artificial intelligence in wealth management is moving beyond productivity hacks and into the heart of organic growth. For advisors, the next opportunity is not simply creating more content faster, but building smarter growth engines that connect marketing, client engagement, intent signals, referrals, personalization and measurable business development outcomes.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with John Wernz to explore how AI is changing advisor marketing, where firms should focus now, and why the future of growth may depend on becoming more human, not less.

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About our Guest: 

John Wernz is a growth strategist, advisor, investor, and marketing leader with more than 25 years of experience helping financial services firms drive organic growth. Throughout his career, he has held leadership roles with organizations including Fisher Investments and Wealth Enhancement Group, where he helped support significant growth initiatives. Today, he advises private equity-backed firms, wealth management organizations, and fintech companies on marketing, business development, technology, and growth strategy. Known for combining data-driven decision-making with a deep understanding of client relationships, John focuses on helping firms adapt to changing market dynamics, emerging technologies, and evolving client expectations.

As firms move beyond artificial intelligence notetaking, prep tools and basic automation, the bigger opportunity may be rethinking how work gets done across the entire organization, from the front office to the back office.

What happens when the goal is not doing more, but giving people room to do better human work?

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Andrei Pop, founder and CEO of Humanity Labs, to explore the rise of the AI workforce in financial services. Pop explains why RIAs are uniquely positioned for this next wave of AI, how firms can use digital workers to close capacity gaps, and why the future of advice may depend less on scaling tasks and more on scaling trust.

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Andrei Pop is the Founder and CEO of Humanity Labs, a company focused on building AI workforces for financial services firms. Originally from Romania, Andrei brings a human-centered perspective to technology and operations, shaped by his experience growing up in an oppressive system and later spending years in Silicon Valley. Through Humanity Labs, he works with RIAs and wealth management firms to help them rethink how work gets done, using AI to create firm capacity, streamline operations, and free advisors to focus more on trust, judgment, and human connection.

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.

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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.