WealthAI Advisory
Call (947) 221-1875 to speak with Ava, our AI-powered virtual assistant
We empower financial advisors and wealth firms to improve efficiency, enhance client communication, and drive growth through intelligent, AI-powered solutions.
WHAT WE DO
What We Do
WealthAI Advisory helps financial advisors and small wealth management firms transform their operations through AI. We turn complex financial data into actionable insights, automate time-consuming processes, and provide tools that support smarter decision-making and long-term growth.
Why WealthAI Advisory
We combine deep financial expertise with advanced AI to help advisors build smarter, more scalable firms.
Data-driven decision making
AI-powered automation and efficiency
Customized solutions tailored to each firm
Enhanced client communication and engagement
Scalable systems for long-term growth
How It Works
01
02
03
04
Analyze
Identify Opportunities
Train & Implement
Optimize & Scale
We assess your current workflows, data, and technology stack.
We pinpoint where AI can create the most impact.
We deploy tools and train your team for smooth adoption.
We refine performance and help you scale AI across your firm.
Leads the strategic vision of WealthAI Advisory and oversees development of AI-driven solutions for financial advisors and wealth firms. Directs client-facing initiatives focused on innovation, efficiency, and data-driven decision-making. Supports business growth through technology integration, advisory strategy, and digital innovation.
Julia Mikolajczyk
Chief Executive Officer
Meet Our Team
Our team combines financial expertise and AI-driven strategy to help wealth firms improve efficiency, enhance client relationships, and drive growth.
Oversees financial strategy and supports development of data-driven solutions for advisory firms. Focuses on market research, financial analysis, and identifying insights that support stronger decision-making. Contributes to strategic planning and helps align AI tools with financial advisory needs.
Jack Selwey
Chief Financial Officer
Oversees technology integration and supports implementation of automation and digital solutions across the firm. Focuses on workflow optimization, systems connectivity, and practical applications of AI tools for advisors. Contributes to innovation initiatives that improve efficiency and support scalable growth.
Drew Mirachi
Chief Technology Officer
Powered by Leading AI Tools
We leverage a curated stack of leading AI platforms to help financial advisors and wealth firms generate actionable insights, automate workflows, and improve decision-making.
Koyfin
Financial data and analytics for portfolio and market insights.
Tableau
Data visualization dashboards for clear financial reporting.
Zapier
Workflow automation that connects systems and reduces manual tasks.
Google AI Studio
AI-powered analysis and structured insight generation for financial, market, and company intelligence.