Shaping Wealth Expands Advisory Board to Advance Human-First AI Platform for Wealth Management
Shaping Wealth enhances its advisory board with industry experts to accelerate the development of its AI platform Lydia, focusing on integrating behavioral science with technology to humanize financial advisory services.
Shaping Wealth announced the expansion of its advisory board with the addition of Jason Pereira, MBA, CFA, CFP®, and Samantha Russell, joining behavioral economist Dr. Hal Hershfield to guide the company's strategic evolution. This move aims to accelerate the impact of human-first AI innovation in the wealth management industry, particularly through the advancement of its proprietary AI platform, Lydia, and deeper technology integrations.
Brian Portnoy, CFA, Ph.D., founder and CEO of Shaping Wealth, emphasized that the future of the industry lies in combining technology and humanity to better serve clients. The new advisors bring decades of expertise in technology adoption, marketing innovation, and behavioral science, which will be crucial as the company scales Lydia's impact and expands its platform globally. Pereira, host of the Fintech Impact Podcast, noted that AI is accelerating the industry's shift toward human-centric services, expressing excitement about leveraging Shaping Wealth's behavioral finance knowledge with AI to create a more human industry.
Russell, recently named to InvestmentNews' 40 Under 40 and FMG's Chief Evangelist, will help shape go-to-market strategies and client engagement initiatives, highlighting Shaping Wealth's commitment to making technology more human. Dr. Hershfield, Professor at UCLA Anderson School of Management, will continue his advisory role with expanded responsibilities around Lydia's behavioral intelligence framework, confident in the team's ability to guide advisors through the integration of technology and human-first guidance.
The advisory board expansion aligns with Shaping Wealth's strategic pivot toward AI-powered solutions, centered on Lydia, a behavioral intelligence engine designed to enhance empathetic, personalized guidance rather than solely focusing on efficiency. This approach aims to improve the emotional intelligence of financial conversations, addressing a critical need in the industry for tools that foster deeper client connections. Portnoy described this as a pivotal moment, reimagining how human insight and artificial intelligence can collaborate to help more people achieve funded contentment. For more information, visit https://shapingwealth.com.