Making Investing Understandable
WealthAI
WealthAI, your go-to destination for questions on finances and investment help for young college graduates ready to tap into the market. In combination with AI tools, we are dedicated to providing top-notch services tailored to meet your unique needs and investment plans.
Our Services
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 is a double major in accounting and finance and has the background and experience to help you invest. Erich is skilled in portfolio management, and with his skills along with AI, can help you in the long run.
Levi Epperson studies Economics and brings a passion for making finance more approachable through smart, tech-driven tools. At WealthAI, he helps shape features that turn complex investing ideas into simple, useful insights for young people.
Greg Peltz is an undeclared Business major with a background in finance and entrepreneurship who has experience in investing. Greg also has some experience of learning and interacting with some of the best tech entrepreneurs.
Catherine Cardoso is a scholar who has knowledge in the business and finance field. In conjunction with AI, she is ready to help you learn about the unique world of finances.
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.
