Company Profiles

BBVA sealed a strategic alliance with OpenAI in 2025 to roll out AI across all 120,000 employees and is building a proactive, conversational advisory assistant for wealth clients — making it the most aggressive AI adopter among European universal banks.

The global benchmark. DBS has 1,500+ AI models in production across 370+ use cases, projects >SGD 1 billion in economic value from AI in 2025, and was named World's Best AI Bank. Their decade-long data infrastructure investment created an unmatched foundation for GenAI deployment.

RBC Wealth Management rolled out TIFIN AG's AI-Powered Insights to all US advisors in February 2024 — identifying clients with money in motion using behavioral AI trained on billions of transactions — and is developing 3+ additional AI applications on its proprietary ATOM platform.

Standard Chartered launched SC GPT across 41 markets for 70,000+ employees in March 2025 and debuted the world's first AI-generated video FX advisory product for wealth clients — setting a new bar for advisor-facing and client-facing AI simultaneously.

eToro launched Tori AI in August 2025 as a personalized AI analyst for Club Members, backed by 7 AI-powered Alpha Portfolios and a public API for custom AI trading strategies — positioning itself as the AI-native social investing platform.

Public.com launched Generated Assets in November 2025 — a first-of-kind system where AI swarms of evaluation agents build custom stock indexes from natural language prompts — and is building toward fully agentic portfolio execution by 2026.

Cortex AI is Robinhood's conversational investment intelligence platform, rolling out to Gold subscribers in early 2026. While targeting retail investors today, the expectation risk is significant: the next generation of wealth clients will expect this level of AI-native interaction as a baseline.

The established benchmark in algorithmic wealth management. Wealthfront's AI-driven portfolio management, tax-loss harvesting, and automated rebalancing have created the cost leader position in mass affluent wealth management at 0.25% advisory fee.

Altruist's launch of Hazel — the first AI agent dedicated to tax planning for advisors — triggered a $150 billion wealth management stock sell-off in February 2026. The market's reaction signals investor belief that AI will structurally commoditize high-fee advisory services.

LPL expanded its Anthropic partnership in February 2026 to deploy Claude AI plugins to its 30,000+ financial advisors. The compliance-governed, data-controlled plugin architecture is designed specifically for regulated wealth management — a notable contrast to general-purpose AI tools.

AI-native private wealth platform built from scratch on AI infrastructure. Three specialized AI agents (Investment Planner, Product Specialist, Research Analyst) with institutional expansion underway across Asia. Team includes PhDs from Google Research and finance veterans from Morgan Stanley and J.P. Morgan.

Savvy Wealth is an AI-powered RIA platform that grew AUM more than 500% to $2B since early 2024, with some advisors reclaiming 19 hours/week via AI-automated admin — backed by $72M Series B from Industry Ventures.