WealthAI

WealthAI, your go-to destination for questions on finances and investment help for young college graduates ready to tap into the market. We are dedicated to providing top-notch services tailored to meet your unique needs and investment plans.

Explore

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Our Services

At WealthAI, we will have weekly webinars that talk about current financial events along with new and up and coming investing opportunities.

Webinars on Zoom

At WealthAI, you can chat with one of our team members to talk about a plan tailored to your situation.

One on One Consulting with NotionAI

We will send daily email updates are market trends and daily news that is happening in the world of finances and economics.

Market Updates using ChatGPT

Along with webinars, we will have classes where you, along with others, can learn from some of our team members on topics such as risk management, reading stocks, and other financial topics.

Group Classes on Zoom

Podcast

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00:00 / 04:21

Phone Number (AI Agent)

‭1 (573) 212-5686‬

Our Mission

At WealthAI, we are dedicated to assisting individuals and young adults in leveraging AI to optimize investments and wealth management. We focus on integrating AI-driven insights to enhance financial decision-making, portfolio management, and risk assessment. Our goal is to bridge the gap between technology and finance, empowering users with intelligent, data-driven strategies for financial growth and security.

Our Team.

Erich Surovetz

CEO ees159@miami.edu

Levi Epperson

CIO lre34@miami.edu

Greg Peltz

CAO gxp809@miami.edu

Catherine Cardoso

CFO clc329@miami.edu

Design

Our design services focus on creating visually appealing and user-friendly information that you can understand to help grow your portfolio.

Consulting

Our consulting services offer strategic guidance and practical solutions in order to optimize your knowledge of finances and how to grow your investments.

Making Investing Understandable