We bring the AI. You bring the humanity

There’s some hand wringing around AI replacing us, so let’s explore.

At WEALTHAWK, we believe the best AI creates human opportunity to learn, grow and connect with each other. So we use AI to assess, sort and make sense of big data — because algorithms are more efficient at this task than humans, and, importantly, most people dislike this type of work.

We give financial advisors a great place to start, but where you go is up to you.

While we can connect you with someone who needs your help and perhaps suggest the best way to approach them, you know people make decisions about their financial advisors based on trust and rapport. Your job ​​requires a high degree of personalization and customization; a deep understanding of the individual needs of your client.

So let WEALTHAWK connect you to the data so you can connect with the people who need you.

Come Soar With Us!