In this episode of FinTech Impact, Jason Pereira sits down with Dr. Toby Wade, CEO of DeepVest, to explore how wealth management firms can leverage AI without worrying about false information or incorrect math. Wade explains how DeepVest’s \"hallucination-free\" AI stack uses pre-coded, deterministic calculations for structured financial data, ensuring the system returns exact portfolio analytics and refuses to guess unsupported numbers.
Listeners will learn how DeepVest evolved from natural-language backtesting into a complete advisor platform that accelerates proposal generation, portfolio stress-testing, and meeting prep. By integrating directly with existing CRMs and custodians, the platform helps advisors win new business and scale AUM without taking on the role of a custodian or trading desk.
Give this episode a listen to discover how deterministic AI is giving wealth managers institutional-grade analytics without the risk of hallucinations.
Episode Highlights:
00:00 Welcome to Fintech Impact
00:37 What DeepVest Does
00:57 Origin Story and Focus
01:56 Deterministic Analytics Engine
04:25 Why LLMs Hallucinate
07:04 Expanding Into Proposals
08:41 All In One Advisor Platform
10:15 Data Context and Guardrails
14:34 Real World Advisor Wins
18:33 Future Butler Service Vision
19:59 Where DeepVest Wont Play
21:20 Rapid Tech Adoption Wish
23:23 Startup Challenges and Wrap
24:39 Closing and Sponsor Message
Resources:
Facebook – Jason Pereira's Facebook
LinkedIn – Jason Pereira's LinkedIn
Woodgate.com – Sponsor
LinkedIn - Toby Wade’s LinkedIn
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