---
title: AI for wealth management
description: Private AI for RIAs, multi-family offices and private bank teams: client correspondence, reporting and meeting prep on your own data. Nothing trained on it.
canonical: https://privatesuperintelligence.si/wealth-management/
last-updated: 2026-10-15
---

# AI for wealth management, built for each firm

Private SuperIntelligence is private AI for wealth management firms: registered investment advisers, multi-family offices and private bank teams. We set it up across the firm's email, documents and client data, and it does the firm's work without client information leaving your control.

## Why wealth managers need private AI

Advisers want AI for the work that eats their week. Compliance asks where client data goes. Both are right.

- **63%** of RIAs now use AI, and about **10%** have fully integrated it. ([Charles Schwab, 2026 RIA study](https://pressroom.aboutschwab.com/press-releases/press-release/2026/Schwab-Study-Reveals-RIA-AI-Adoption-More-Than-Doubles---But-Most-Firms-Still-in-Early-Stages/default.aspx))
- **46%** of advisers not yet using AI name client confidentiality or data privacy as their top concern. ([AssetMark survey, via Kitces, September 2026](https://www.kitces.com/blog/weekend-reading-for-financial-planners-september-26-27-2026/))
- The SEC's amended **Regulation S-P** requires firms to oversee service providers that handle customer information, from 2025-12-03 for larger firms and 2026-06-03 for smaller ones. ([Goodwin, November 2025](https://www.goodwinlaw.com/en/insights/publications/2025/11/alerts-practices-dpc-approaching-effective-date-for-regulation); [Davis Wright Tremaine, May 2026](https://www.dwt.com/blogs/privacy--security-law-blog/2026/05/reg-sp-smaller-entities-june-2026-deadline))

Private SuperIntelligence answers both sides: the most capable AI for the advisers, on a deployment built for the firm alone, which keeps no copy and trains nothing on client data.

## What it does for a wealth management firm

- **Client correspondence:** replies to clients, custodians and attorneys, drafted in each adviser's voice. Sending always needs a person.
- **Meeting prep:** a brief for each client meeting from your own notes, documents and the last conversation, with every point cited.
- **Consolidated reporting:** one view across custodians and managers, with every figure cited to its source.
- **Client questions:** answers drawn from the firm's own documents and research, for an adviser to review.
- **Multi-family offices:** entities, trusts, K-1s and capital calls across every family the firm serves, kept separate by permission. See [AI for family offices](/family-offices/).

## How it works

1. **Map** where the firm's information lives: email, the CRM, custodians, documents.
2. **Deploy** it in an environment built for your firm alone, from isolated cloud to air-gapped.
3. **Set permissions:** it drafts freely, while sending, trading and anything external needs a person.
4. **Hand over** to your team, with a named contact at Mitosis Labs.

## Private AI vs an enterprise AI seat for a wealth manager

| | An enterprise AI seat or an AI notetaker | Private SuperIntelligence |
|---|---|---|
| Setup | Your team | Done for you |
| Scope | One task or one adviser | The whole firm's information |
| Infrastructure | Shared | Dedicated to your firm |
| Client data | Under the provider's terms | No copy kept, nothing trained |

For a checklist of what to ask any AI vendor, read [How to keep company data private when using AI](/guides/keep-company-data-private-with-ai/).

## Frequently asked questions

### Is AI safe for wealth management firms?

It depends on where client data goes. Ask any AI vendor whether it trains on your data, how long it keeps prompts and outputs, who at the vendor can see them, and where the data is stored. Private SuperIntelligence keeps no copy, trains nothing and runs on infrastructure dedicated to your firm.

### Is ChatGPT safe for financial advisors?

Business plans of ChatGPT do not train on your data, but the firm still sets them up, governs them and oversees the provider itself. Consumer plans may train on chats unless the setting is turned off, so client information does not belong in them.

### Who is Private SuperIntelligence for in wealth management?

RIAs, multi-family offices, private bank teams and UHNW wealth managers, especially firms with no one in-house to run AI.

### How much does it cost?

There is no public price list. Mitosis Labs scopes each engagement after a first conversation with the firm.

### How do we start?

Register with your email, job title and approximate revenue or assets. Firms can book a conversation with Alex Morris, Co-founder and CEO of Private SuperIntelligence (by Mitosis Labs), straight after registering.