For Financial Advisors

AI & Automation Summit

Webinar on July 24th at 2 pm ET / 11 am PT
Join Craig Iskowitz and seven industry leaders for an exclusive summit showcasing cutting-edge AI solutions tailored for financial advisors. Discover how to streamline operations, enhance client relationships, and drive growth with seven pioneering technologies.

Meet the Innovators: Seven Companies Leading the AI Revolution

Explore breakthrough technologies from industry frontrunners. See firsthand how these innovative solutions can elevate your financial advisory services.
2024 AI & Automation Summit - Pulse360
2024 AI & Automation Summit - SnappyKraken
2024 AI & Automation Summit -Orion Advisor Tech
2024 AI & Automation Summit - VRGL
2024 AI & Automation Summit -FP Alpha
2024 AI & Automation Summit - Wealthfeed
2024 AI & Automation Summit - ARQA

Join Craig as he explores the world of AI for Financial Advisors

Craig Iskowitz hosing AI & Automation Summit by Pulse360 for Financial Advisors

Craig Iskowitz

CEO & Founder of EZRA Group
Craig Iskowitz is a business and technology strategy consultant who is a recognized expert on fee-based advisory platforms and wealth management technology. He is the founder and CEO of Ezra Group, a strategy consulting firm providing technology and business advice to banks, broker-dealers, asset managers, private equity and fintech firms.

Meet the Magnificent 7

Discover the Visionaries Revolutionizing Financial Advisory with AI and Automation

Pulse360 Founder Anand Sheth

Anand Sheth

Founder | CEO of Pulse360
With over twenty years of experience in the financial advisory industry, Anand is driven by a singular Northstar: helping advisors deliver a Ritz-Carlton level of client experience to foster organic growth through referrals. Anand understands that delivering top-notch client service requires impeccable organization, systematization, and automation. Leading the charge in AI innovation, Anand has been at the forefront of crafting cutting-edge solutions specifically designed to empower financial advisors. His mission is to equip advisors with the tools they need to provide exceptional service, ensuring they can grow their business and exceed client expectations.
Ian Finnerty, CFP®, CIMA®

Ian Finnerty, CFP®, CIMA®

Director, Advisor Sales of FP Alpha
As Director of Advisor Sales for the northern territory, Ian works with prospective financial advisors demonstrating how to use the FP Alpha platform to offer comprehensive financial planning in a scalable manner. As a Certified Financial Planner™ (CFP®) and a Certified Investment Management Analyst (CIMA®), he provides insights and guidance on financial planning concepts, practice management, and industry trends. Prior to FP Alpha, Ian was with Hartford Funds as an Investment Specialist, focused on working with financial advisors to find investment solutions to help accomplish client goals.
Robert Sofia - SnappyKraken

Robert Sofia

CEO of Snappy Kraken
Robert has over 20 years of marketing experience and has served thousands of financial companies. Snappy Kraken is the fastest-growing marketing program for advisors and has been ranked as the #1 content marketing company every year since 2019.
Josh Smith VRGL

Josh Smith

Co-founder & CEO of VRGL
Josh Smith is Co-founder and CEO of VRGL. Josh has spent his entire career in software, wealth and investment management. Most recently, Josh co-founded and was CEO of Solovis, Inc., an industry pioneer in multi-asset class analytics for institutional investors. Solovis is the system of record for established institutions, including many of the largest family and multi-family offices throughout the world. Josh successfully led the company from day one to its eventual sale to Nasdaq, Inc. in 2020.

Before Solovis, Josh was an investment banker at RBC Capital Markets and an investment associate for Investure, a $10 billion OCIO in Virginia where he made investment recommendations across public and private assets globally.

Josh graduated with highest honors from Georgia Tech and lives with his family in Dallas, TX.
Haik Sahakyan

Haik Sahakyan

Co-founder & CEO of ARQA
Haik Sahakyan is the Co-Founder and CEO of ARQA, a pioneering firm in AI-driven wealth management established in November 2022. Based in Miami, Florida, he leads ARQA's strategic initiatives and innovation, enhancing financial accessibility and integration for high-net-worth individuals and institutions.

He is also a Principal at Blackmar, a role he has held since February 2017, where he specializes in consulting and implementing analytics and performance reporting platforms. Haik co-founded Blackmar Technologies (aka Kosmos) in September 2018, a company that was later acquired, where he developed integrated financial tools for high-net-worth individuals and family offices. Prior to this, he led implementations as a part of the Client Solutions team at Addepar from December 2015 to February 2017.
Rylan Folts

Rylan Folts

Co-Founder & Head of Sales of Wealthfeed
Rylan Folts is the Head of Sales and Co-Founder of WealthFeed, a business development software focused on capturing money in motion for the financial services industry. Launched in 2023, WealthFeed's AI-powered platform offers real-time money-in-motion data, enabling financial advisors to acquire new clients, increase client retention and win more wallet-share within their book of business. Rylan's career began at J.P. Morgan Private Bank in Naples, Florida. He then continued his advisory role, managing over $1 billion in capital at Wealth Management firms in Scottsdale, Arizona, and Manhattan Beach, California. His extensive experience in business development and organic growth has equipped him with the skills to lead innovative growth strategies in the fintech space.
Rick Williamson of Orion Technology - taking part in AI & Automation Summit hosted by Pulse360

Rick Williamson

Brand Experience Director, Orion
Rick Williamson, better known as Ricky Redtail, is an experienced fintech professional with 12+ years of industry expertise. With a background in film production, public speaking, and customer experience at Walt Disney World, Rick brings a creative and knowledgeable perspective to his work. 

He excels in public speaking and training in the fintech sector, consistently delivering exceptional results and infusing his passion for movies and pop culture into his professional endeavors.

As the Director of Brand Experience, Rick combines fintech, pop culture, and practice management strategies to create engaging and educational narratives that connect with audiences, making him a standout figure in the industry.