Advisors today are under constant pressure: too many systems, too much noise, and not enough time. What if onboarding a client, generating a proposal, or running compliance checks could take minutes instead of hours?
In this episode of the Wealth Engineering podcast, Nick Gregory sits down with Eugene Yashin, CEO and Founder of Holistico, to explore how artificial intelligence is reshaping the future of wealth management. Eugene shares his journey from quant research and building a $1.1B RIA, to creating Holi™ — the AI co-pilot designed specifically for financial advisors.
The discussion reveals how Holi automates every stage of the advisory cycle: from reading PDF statements in seconds, to building proposals that impress prospects, to scanning entire books of business with a simple voice command. Eugene explains how this technology is not just theory — it’s already helping advisors win new clients, uncover risks, and add millions in new AUM.
You’ll also hear the story behind Holistico’s recognition by Morningstar, strategic collaborations with Google Cloud, and why leading asset managers like Goldman Sachs and BlackRock are joining forces with Holi. And perhaps most importantly, you’ll gain a glimpse into the future — from AI-driven tax return analysis to deeper compliance integrations — that promises to elevate advisory practices even further.
Whether you’re an RIA leader, a compliance officer, or simply curious about how AI will redefine financial services, this conversation is full of insights you don’t want to miss.
