The AI Transformation of Private Wealth Management: What to Expect in 2024

The world of private wealth management is undergoing a significant transformation, driven by rapid advancements in AI technology. For Registered Investment Advisors (RIAs), staying ahead of these changes is not just beneficial—it’s essential. As we look toward the second half of 2024, several key trends are poised to reshape the landscape, offering new opportunities and […]

Empowering Fund Screening and Diligence with AI: Enhancing Precision and Efficiency

fund screening and due diligence with AI in private market investments

In the world of private markets, due diligence is a cornerstone of sound investment strategy. The meticulous process of evaluating potential investments can be both time-consuming and resource-intensive. Yet, it’s indispensable for mitigating risks and ensuring robust returns.  Enter artificial intelligence (AI). AI has been powering tools that are reshaping how due diligence is conducted, […]

Designing A Generative AI Assistant For Private Markets

We spoke with Samuel Ganeles, director of enterprise sales at Helix, to learn about their groundbreaking project: the industry’s first conversational, natural language investment assistant tailored for private markets and alternative investments.