AI is the biggest platform shift in history, with a McKinsey study reporting up to 30% of tasks in many knowledge-worker roles could be automated or transformed by AI by 2030. For financial services, the message is clear: adapt now or get left behind.
At Future Proof Festival, seven innovators will take the stage for the first-ever AI Demo Drop, showcasing how AI is transforming the RIA industry. From autonomous equity analysis to AI-powered compliance and client conversion tools, these builders are solving the industry’s toughest challenges.
Chosen from 100+ applicants, these finalists blend early-stage ingenuity with proven products already reshaping how the wealth management industry operates and its clients are served.
MEET THE 7 AI DEMO DROP FINALISTS
- AgentSmyth: AgentSmyth’s AI agent mesh is redefining equity analysis. It pulls filings, dark-pool prints, options flow, sentiment, and macro data into one thread, delivering fully cited, compliance-ready answers in seconds. CIOs and advisors save hours a day and unlock 40+ extra client touchpoints every week.
- Hazel (Altruist AI) by Altruist: Hazel is the AI assistant built to supercharge high-growth RIAs. It preps meetings, takes notes, drafts follow-ups, and answers advisor questions in real time. By automating the busywork, Hazel frees teams to scale faster and focus on what matters – clients.
- Archive Intel: Archive Intel is modernizing compliance for financial firms. It monitors and archives communications across iMessage, WhatsApp, email, and social media while slashing false positives by 99%. AI agents handle reviews and audits, cutting manual workloads by 85% and giving firms back hundreds of hours every month.
- Alfa by Boosted.ai: Alfa is an AI coworker for finance teams. It scans markets, news, and filings in real time to surface insights, automate research, and streamline reporting. Analysts, RIAs, and portfolio managers use Alfa to ditch the grunt work and stay laser-focused on strategy and clients.
- Mimos AI: Mimos helps RIAs stand out in the AI age. Its Answer Engine Optimization platform gets firms discovered on ChatGPT, Gemini, and beyond, turning AI visibility into qualified client leads. Foundational models and recommendation algorithms transform compliance challenges into growth opportunities.
- Sherpas Wealth: Sherpas is purpose-built to help advisors grow faster. Its three coordinated AI agents – Data Agent, Paraplanner, and Investment Analyst – turn raw prospect data into customized plans and investment proposals in minutes. Advisors stay in control while Sherpas powers the heavy lift behind the scenes.
- Canvas by Wavvest: Canvas is the standout feature of Wavvest’s end-to-end operating system for RIAs. It lets advisors “vibe code” financial plans using natural language, making complex planning feel effortless. Built for next-gen client engagement, Canvas layers in AI agents across investments, tax, estate, and insurance—all within one fully integrated platform.
DON’T MISS OUT
Future Proof Festival is where the future of the RIA industry is built. The AI Demo Drop goes live at Future Proof Festival on Sunday, September 7 in Huntington Beach, CA.
Registration is capped at 5,000 and filling fast. Be there to see it all.
Register now to lock in your spot.
