Seed Round Open: $1.8M
Where Psychology Meets Prosperity
Transforming wealth management through AI-powered psychological intelligence. We don't just improve prospecting—we reimagine it.
Transforming wealth management through AI-powered psychological intelligence. We don't just improve prospecting—we reimagine it.
The wealth management industry is facing a perfect storm.
Nearly all traditional prospecting attempts fail, leading to a 90% attrition rate for new advisors.
Projected shortage by 2034 (McKinsey & Co. 2025). The workforce is retiring faster than it can be replaced.
Wasted annually on failed outreach and marketing spend. The core model is broken.
We use Jungian archetypes and AI-driven research to determine compatibility BEFORE outreach begins.
For advisors building from scratch. We use public data signals (job changes, funding rounds) combined with psychological profiling to identify high-compatibility prospects.
For established advisors. We analyze client social networks to uncover warm referral opportunities that match the advisor's specific archetype.
132 patent claims filed. 35M+ personality combinations. 40+ years of domain expertise embedded in the algorithm.
Decades of domain expertise combined with cutting-edge academic validation.
Founder & CEO
40+ years in financial services. Trained 12,000+ advisors at Merrill Lynch and UBS. Creator of BetterPath Training.
Senior Technologist
Former CTO at Relovate. Enterprise-scale software architecture and extensive ML/AI experience.
Dr. Jimmie Lenz
Duke University FinTech Director
25+ years capital markets, machine learning & blockchain expertise.
Dr. Stephen A. Martin
Jungian Analyst, Philemon Foundation
Academic validation for our 12-archetype personality system.