The future of wealth management is being built in real time, and it’s being built with AI.
As part of Future Proof Citywide 2026, we’re bringing back the AI Demo Drop to surface the most innovative, practical, and advisor-ready AI tools shaping the next era of financial advice. The response was extraordinary. More than 80+ founders from across fintech, wealthtech, and AI brought forward solutions designed to eliminate friction, unlock scale, and help advisors deliver better outcomes for clients.
After careful review, we’re excited to officially announce the seven AI Demo Drop Finalists.
These companies represent the cutting edge of applied AI in wealth management, solving real problems for real advisors, right now.
Meet the Companies Built for the Speed of Change
Company: Advice.ai (formerly Integrated Wealth Platform, Inc.)
Tool: Advice.ai Tax Strategy Module
Overview: Advice.ai is tackling one of the most complex and most valuable areas of financial advice: tax planning. Their tax strategy module leverages artificial intelligence, machine learning, and IRS-sourced tax data to deliver robust tax planning optimization for high-net-worth-focused financial advisors and tax professionals. The result is deeper insight, more precise analysis, and better-informed strategies for clients where tax impact truly matters.
Company: CurrentClient
Tool: CurrentClient
Overview: CurrentClient is modernizing one of the most critical touchpoints in advisor-client relationships: communication. They’ve built a modern phone and messaging app designed specifically to enable SEC-compliant client communication for financial advisors. With shared team inboxes and CRM-connected calling and texting, CurrentClient helps firms stay responsive, compliant, and coordinated without sacrificing efficiency or client experience.
Company: Nevis
Tool: Nevis
Overview: Nevis is addressing the invisible tax on advisory firms: manual administrative work. Their unified AI platform uses agentic tools to automate routine tasks that limit advisor productivity, particularly for high-growth RIAs. By offloading administrative burden, Nevis enables advisors to scale without burning out or compromising service quality.
Company: Perscient
Tool: Parallax
Overview: Perscient’s Parallax platform brings clarity to a world overwhelmed by information. Designed as a narrative intelligence platform, Parallax helps financial advisors cut through news and data overload by combining human wisdom with AI-powered synthesis. The outcome is clearer context, stronger conviction, and more confident conversations with clients, especially during volatile or uncertain moments.
Company: Shaping Wealth
Tool: Lydia
Overview: Shaping Wealth is pushing AI beyond automation and into the human core of advice. Lydia is an AI-powered behavioral coach designed to help advisors deliver deeply human advice at scale. Using nudges, guided workflows, and conversational AI grounded in real-world planning use cases, Lydia supports better client behavior, stronger engagement, and more meaningful outcomes.
Company: Slant CRM (Pageport Inc.)
Tool: Slant CRM
Overview: Slant CRM is an AI-native CRM built to solve capacity constraints for fast-growing RIAs. By consolidating the advisor tech stack and automating workflows like annual reviews, Slant delivers a unified view across custodian data, meetings, emails, notes, and more. Advisors gain actionable insight without added complexity, freeing up time to focus on clients, not systems.
Company: VastAdvisor
Tool: VastAdvisor Enterprise
Overview: VastAdvisor is rethinking how financial advisors and enterprise networks approach growth. Their fine-tuned model platform eliminates fragmented and inefficient lead generation through predictive targeting, autonomous campaign orchestration, and AI-driven compliance. The result is a smarter, more scalable way to connect advisors with the right prospects at the right time while staying within regulatory guardrails.
What’s Next
This is where AI stops being theoretical and starts getting real.
On Sunday, March 8 from 4:50–6 p.m. ET, the seven AI Demo Drop finalists will take over the SoBe Stage at Future Proof Citywide 2026. Catch fast and focused live demos from founders putting their solutions on the line in front of the advisors, operators, and industry leaders who are actively shaping the future of wealth management.
In an industry where the pace of change is accelerating by the month, this is where you see who’s actually keeping up, and who’s setting the pace. It’s where real problems meet real traction, and where the next wave of category-defining companies proves they’re built for the wealth and investment management industry.
If you want to see where this industry is headed, this is the hour that matters.
Be there.
Register now to catch the AI Demo Drop live at Future Proof Citywide 2026.
