Most AI in wealth management is a copilot: it waits for a question. GPTadvisor is an agent. It watches every portfolio, prepares the work and brings it to the advisor ready to review.
Brent crude crosses $104. Nobody is in the office. The agent picks it up and checks who it affects.
Six clients hold more energy than their model allows. One of them is Charles Webb.
The agent writes the suggestion, checks it against the client's profile and leaves it on the advisor's desk.
At top-tier banks in production. Administrative tasks that took 27 minutes now take 1.
The analysis, monitoring and paperwork that used to fill an advisor's afternoon. The advisor keeps the relationship and signs off every action.
Portfolio report · Q3 2026PDFOne agent at the core. It works only with the data your firm trusts, reaches clients on every channel and runs on your own infrastructure.
The agent sits at the core, with three layers: brain, skills and memory. It draws on sources such as Bloomberg, Morningstar, Allfunds, FactSet, Microsoft Dynamics 365, Salesforce and more than 30 others. It reaches clients and advisors through the GPTadvisor app, mobile, WhatsApp, Teams, Outlook, ChatGPT and Claude. It runs on AWS, Microsoft Azure or Google Cloud, with any model, compliance and a full audit trail.
Teams in New York, Madrid and Hong Kong.
We design close to the regulation. Every flow is built with MiFID II, the AI Act and DORA in mind, and the advisor approves every action.
In the CNMV regulatory sandbox since 2024The agents connect to your portfolio software by API, MCP or files and bring recommendations, reports, product search and client memory to your advisors in weeks.
AI Wealth AgentsWealth management, engineering and AI.
He has spent his career building wealthtech solutions for the financial industry. He founded GPTadvisor in 2023 to bring generative AI into wealth management. He also teaches at the Bankinter Innovation Foundation and wrote the book Financial Services: The Era of the Customer (Gestión 2000).
Aerospace engineer from the Polytechnic University of Valencia, he finished his studies at the University of Illinois at Urbana-Champaign, where he also taught Creativity, Innovation and Vision. He has founded companies since 2016 and now co-leads GPTadvisor.
She leads operations and strategy at GPTadvisor, making sure the business side runs so the product side can build. That means financial planning, fundraising, partnerships and hiring, and scaling a company that is growing fast across new markets.
He leads product and AI at GPTadvisor, with a team across product, data and customer success. His focus is the trust layer: evaluation, guardrails and model-risk controls mapped to each bank's DORA and EU AI Act requirements, on top of a deterministic engine that runs every portfolio calculation.
He starts from the business problem before proposing a solution, picks an architecture ready for what comes next, and builds it with the team that will maintain it. Right now he is focused on autonomous agentic development and on giving models reliable access to a company's knowledge.
He leads how GPTadvisor's AI reaches production: he explores new models, frameworks and agent architectures, validates them technically and turns them into products for clients. He joined in 2024 as a data engineer, building the API and data pipelines that feed the assistant with fund data and keep its answers grounded.
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