Jonathan Michael

Jonathan works at the intersection of AI, data infrastructure and wealth management—helping RIAs, wealth platforms and PE-backed firms design agentic workflows that actually move business metrics.

He is the host of AI for Wealth, where he speaks with operators, founders and investors about how AI agents will reshape wealth management.

Jonathan also writes a weekly newsletter, Wealth Management Prompts, sharing practical prompts, patterns and implementation notes for advisors and wealth platforms.