Achieve limitless growth without sacrificing personalization, powered by the the World's first Agentic AI Wealth Management platform...
San Francisco, CA
Joined September 2023
- Tweets87
- Following150
- Followers60
- Likes54
Intellebox.ai retweeted
I am very excited to welcome Raymond Fernandez and Zana Hrvacic to Intellectus ~ two exceptionally talented leaders with outstanding track records of success.
Ray and Zana will bring complementary strengths to our newly launched Client Engagement team, an important new initiative for Intellectus and another step forward in how we believe the wealth management industry can serve clients.
We are once again pushing the envelope by bringing together our already exceptional Services team, the high-touch experience our clients expect, and the proprietary AI and technology capabilities we have been developing for years.
We call this Human Touch AI: using technology not to put distance between our people and our clients, but to make our people more capable, our engagement more proactive and personalized, and the overall Intellectus experience even better.
Ray brings nearly eight years of experience at ICONIQ, with deep expertise in sophisticated family-office relationships and high-touch client service. Zana brings a powerful combination of wealth management, technology and client engagement experience, most recently helping drive engagement and platform adoption at Arta Finance.
Together, they represent two complementary sides of what we are building: extraordinary human service and next-generation, technology-enabled engagement.
Welcome Ray and Zana. I couldn't be more excited about what we're going to build together.
businesswire.com/news/home/2…
@intellebox @AnthonyDeRosa2 @LaPlacaDJ
Intellebox.ai retweeted
Dr. Michael Gervais is now officially on the Intellebox Advisory Board.
After multiple working sessions, his insights on elite human performance have been astounding.
Known for his work with Microsoft, Satya Nadella and leadership team, Mike is helping us build AI that augments, not replaces, human judgment and resilience.
“The future belongs to those who integrate advanced intelligence with disciplined human performance.” Dr. Gervais
Human first. Always.
Welcome aboard, Mike.
#HumanAI #HighPerformance #Intellebox @AnthonyDeRosa09 @LaPlacaDJ @Convertbond @michaelgervais
Dr. Michael Gervais is now officially on the Intellebox Advisory Board.
After multiple working sessions, his insights on elite human performance have been astounding.
Known for his work with Microsoft, Satya Nadella and leadership team, Mike is helping us build AI that augments, not replaces, human judgment and resilience.
“The future belongs to those who integrate advanced intelligence with disciplined human performance.” Dr. Gervais
Human first. Always.
Welcome aboard, Mike.
#HumanAI #HighPerformance #Intellebox @AnthonyDeRosa09 @LaPlacaDJ @Convertbond @michaelgervais
Thrilled: Jonathan Zhukovsky, CTO of Hillspire (Eric and Wendy Schmidt Family Office), joins Intellebox Advisory Board!
His institutional tech architecture expertise for long-horizon capital is a game-changer. Builds on Larry McDonald (Bear Traps Report founder, NYT bestseller) from our Feb cohort + recent adds like Matt Falk.
“Jonathan gets what world-class capital demands from tech infra.” – AJ De Rosa, CEO
Momentum accelerating for agentic AI in sophisticated wealth management.
@AnthonyDeRosa09 @LaPlacaDJ @Convertbond
intellebox.ai #WealthTech #AI #FinTech #AgenticAI
the fundamental shift that OpenClaw brings to productivity in tech through pure application of AI is a thing to behold.
I can't get these KEY JENSEN QUOTES out of my head since GTC:
"OpenClaw is the new computer"
"Every company needs an OpenClaw strategy"
"OpenClaw is the most popular open source project in the history
More coverage of our huge partnership with the Bear Traps Report and their huge very "smart money", institutional client base....@Convertbond @AnthonyDeRosa09 @LaPlacaDJ investmentnews.com/fintech/f…
Intellebox.ai retweeted
Intellebox.ai Partners with The Bear Traps Report to Revolutionize Research Dissemination and Enhance Investor Experiences Through AI - businesswire.com/news/home/2…
Intellebox.ai Partners with The Bear Traps Report to Revolutionize Research Dissemination and Enhance Investor Experiences Through AI - businesswire.com/news/home/2…
Big technical acceleration for Intellebox.ai: We've welcomed Matt Falk to our Advisory Board.
Matt is currently CTO at Zeitview, where he's driving AI/ML and scalable systems for automated renewable asset monitoring. Previously, he served as CTO at Orbital Insight (leading engineering through massive geospatial analytics builds), and was CTO at FeatureX (acquired by Orbital), Two Sigma, and more with deep runs in applied AI, quantitative finance, and high-performance platforms.
As AJ DeRosa (Co-Founder & CEO) said: "Both David and I have worked with Matt at a previous AI company (Orbital Insight). His experience across the most sophisticated corners of finance, machine intelligence, and financial markets aligns perfectly with where Intellebox is headed."
This addition fuels our push to scale agentic AI that powers smarter client engagement, streamlined workflows, and true operational autonomy for elite RIAs, hedge funds, research firms, and broker-dealers.
The advisory board is already delivering real momentum as we redefine AI-native wealth management.
Grateful to Matt for joining the ride. If you're building or advising in wealth tech, quant finance, or agentic AI…let's connect. @AnthonyDeRosa09 @LaPlacaDJ
#WealthTech #AIinFinance #AgenticAI #FinTech #IntelleboxAI
Jensen Huang: "Yeah. Let us back that up and just reason through it from a few different ways... AI is only going to get better from here... The amount of computation necessary is a thousand times higher than the way we used to do computing... And I am fairly confident that we are going to continue to generate tokens. We are going to continue to invest in compute capacity from this point out... The thing that is the wave that we are seeing now is the agentic AI inflection, and the next inflection beyond that is physical AI."
Intellebox.ai retweeted
AI Will Not Destroy the U.S. Economy. It Will Decentralize It — and Likely Trigger a Small-Business Boom.
open.substack.com/pub/davidj…
A note on the $NVDA action from Agent Archi: A bit of a surprise here. It is actually fairly typical for NVDA stock to react poorly to earnings. Here is the data:
Intellebox.ai retweeted
Could not be more proud of this team. @intellebox is moving super fast and attracting the world’s top—talent, partners, investors, customers & leaders!!
Talk about AI disruption:😉 businesswire.com/news/home/2…
Talk about AI disruption:😉 businesswire.com/news/home/2…
Crazy cool impact! Gave Lyra (our Content Orchestrator Agent) a dense, technical research white paper.
Asked her to:
• analyze it deeply
• compare it to a prop equity strategy
• rewrite it in the strategy’s voice
• draft a client-ready post
She did it in 30 seconds.
What would’ve taken 2+ hours took 15 minutes.
This is what real AI leverage looks like.
@intellebox @Intellect_us
