Imagine AI Podcast
Imagine AI Podcast
Join Chris Madden in exploring the latest in artificial intelligence with insightful interviews with CEOs and top executives from AI startups and industry leaders. A must-listen for anyone interested in AI news and the minds driving its innovation.
Chris Madden
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The Future of Wealth Management is a Team of AI Agents - Seungwoo Son | Imagine AI Live - E126

E126 • Jul 9, 2025 • 13 mins

In this episode of the Imagine AI Live Podcast, host Chris Madden sits down with Seungwoo Son, VP of Applied AI at Wealth.com, to explore how estate planning is being completely reimagined through artificial intelligence. Seungwoo shares the fascinating story behind Wealth.com’s AI copilot, Esther, designed to parse complex, decades-old estate documents, visualize key data, and support financial advisors with compliance and accuracy at its core. We also talk about the upcoming “Great Wealth Transfer,” where $84 trillion in assets will shift generations—and how technology must rise to the challenge. If you want to understand how deep domain expertise and interdisciplinary collaboration are the true fuel for AI innovation, this one’s a must-watch.

Key Points

  • Wealth.com leverages AI to efficiently read and interpret complex estate planning documents, significantly reducing the time financial advisors spend on these tasks.
  • The startup's AI copilot, Esther, uses advanced language models and human-in-the-loop processes to ensure high accuracy in document analysis and client reporting.
  • The future of estate planning at wealth.com envisions a suite of specialized AI agents collaborating across various financial and legal domains to provide comprehensive and integrated services.
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