DeepVest with Toby Wade | E446

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 DeepVest LinkedIn - Toby Wade’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.