Inside WealthTech – VastAssembly

At the Future Proof conference, Molly Weiss and Blake Wood of Envestnet interviewed Ian Karnell, CEO and founder of VastAssembly, about the transformative role of AI in wealth management. Ian highlights intelligent automation across front, mid, and back offices as the biggest trend reshaping the industry, enabling firms to scale without being limited by adviser capacity. He shares VastAssembly’s mission to cut 90% of the $8 billion advisers spend annually on organic growth by democratizing lead generation platforms. The discussion explores AI-driven decision intelligence, digital engagement strategies for tech-savvy investors, and the importance of trust through personalized communication. Ian also touches on partnerships with firms like BlackRock and SCI, emerging opportunities in tokenization and alternative investments, and the rise of “FinFluencers.” The conversation wraps up with rapid-fire insights on crypto, alts, and the future of wealth management culture.