Holistico, the full investment cycle co-pilot for financial advisors, has joined the Wealth Engineering Expert Sourcing Consortium (the “Consortium”) to expand access to next-generation advisor tools across a national network of over 2,200 firms.

The Consortium, launched by Wealth Engineering LLC, connects independent financial advisors, CPAs, and family offices with innovative platforms that support modern wealth management. As a new member, Holistico brings to the Consortium its comprehensive advisor toolkit — an integrated AI platform that enhances portfolio analytics, investment research, and client engagement.

“We’re honored to join the Wealth Engineering Expert Sourcing Consortium,” said Eugene Yashin, CFA®, CEO and co-founder of Holistico. “This partnership allows us to reach a broad network of forward-thinking firms and help them unlock smarter, more scalable ways to deliver value to clients.”

Unlike general-purpose AI tools, Holistico is specifically designed for investment professionals. Designed by advisors for advisors, the platform combines academic research, empirical investment expertise, and advanced AI to support the full investment cycle — from portfolio analysis and proposal generation to risk assessment and compliance management. Holistico helps firms scale personalized advice, reduce manual workload, and stay compliant with evolving regulations.

The partnership with Wealth Engineering enables Consortium members to explore Holistico’s offerings through curated introductions, guided demos, and exclusive benefits.