AdvisorGenie

AdvisorGenie is a New York-based AI consultant that provides automation, strategy, and marketing services exclusively for financial advisors, RIAs, and wealth firms. The company, founded by a solo practitioner, operates an AI system named Genie that manages the full growth function—from event organization and partner introductions to content creation and compliance workflows—while requiring client approval before anything is published. Genie builds all marketing materials from the advisor's own ideas, footage, and interviews, and does not use shared content libraries or cold outreach.