About
Director of Growth at TIFIN AXIS
Perplexity AI Business FellowJonathan works at the intersection of AI, data infrastructure and wealth management—helping RIAs, wealth platforms and PE-backed firms design agentic workflows that actually move business metrics.
Before joining TIFIN AXIS, he founded and built AdvisorX AI and Wealth I/O as marketing technology platforms for financial advisors, pioneering AI-powered content creation, lead generation, and client engagement tools specifically designed for RIA compliance and growth.
He is the host of AI for Wealth, where he speaks with operators, founders and investors about how AI agents will reshape wealth management.
Jonathan also writes a weekly newsletter, Wealth Management Prompts, sharing practical prompts, patterns and implementation notes for advisors and wealth platforms.
Case Studies
RIA case study interviews around compliant content marketing & organic growth
Buff Dormeier, Chief Technical Analyst at a $4B AUM RIA on How AdvisorX Augments his Productivity
Learn how a Forbes-recognized wealth advisor uses AI to save time and improve client communication
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Case Study: Why Wealth Advisors from this Modern RIA Use AdvisorX
See how a fast-growing wealth management firm produces quality content faster with AI
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Michael Reynolds, CFP® on how AdvisorX helps with 95% Automation of Weekly Client Communications
Discover how one advisor achieves 95% automation in client communications while maintaining quality
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Jacob Rieger, CFP® CIO of Vaultis Private Wealth on Breaking into the RIA Channel with AdvisorX
Watch how a new RIA uses AI to create targeted content for niche audiences and scale efficiently
Watch Case StudyFirms I've worked with
Selected RIAs, RIAs-in-transition, and wealth platforms I've partnered with.
Video Archive
Deep dives, tutorials, and conversations focused on AI agents, workflows, and data infrastructure for wealth management.
Advisor Onboarding Packages in Minutes (Not Hours) with Claude Skills
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The AI Agent Tsunami: How Financial Advisors Must Niche to Survive
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Will AI Replace Financial Advisors? Adam Dell on the Future of Wealth
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Is Your AI Agent Just a Workflow? The Truth About 'Autonomy' in Financial Services
Watch on YouTubeSee how agents can work for your firm
Move from experimentation to production agent workflows that actually augment your team's capacity.