Shows
AI for AdvisorsKitces on AI, Productivity, and the 10 yr OutlookKeywordsAI, LinkedIn, financial advisory, productivity, entrepreneurship, technology, social media, risk aversion, innovation, advisory firms, AI, financial advisory, note-taking, client affluence, technology, productivity, ethical considerations, future of finance, advisory capacity, technology adoptionSummaryIn this conversation, Michael Kitces discusses various themes surrounding the intersection of AI, social media, and financial advisory. The discussion begins with light-hearted banter about blue shirts and transitions into serious topics such as LinkedIn's connection limits, the future of social media, and the impact of AI on...
2026-01-221h 35AI for AdvisorsJason Wenk on Altruist's Playbook for AI + CustodyIn this episode of AI for Advisors, Mark Heynen and James Cantwell talk with Jason Wenk, founder and CEO of Altruist, about building a modern custody platform from scratch and why infrastructure matters more than software. They discuss Jason’s journey from FormulaFolios’ 14,000% growth to raising nearly half a billion dollars for Altruist, his early (failed) attempts to pitch AI to advisors in 2018, and the strategic acquisition of Thyme to build Hazel. The conversation covers the economics of custody, why being multi-custodial creates unnecessary pain, data ownership debates, and whether note-taking is already commoditized. They also dive into Robinhood’s Trad...
2026-01-091h 30AI for AdvisorsOnboarding Without the Paperwork Hell: Flextract’s Rajesh Jayaraman on AI Document ProcessingIn this episode of AI for Advisors, Mark Heynen and James Cantwell talk with Rajesh Jayaraman, founder and CEO of Flextract, about solving wealth management’s most painful onboarding problem. Rajesh shares his journey from Yodlee and Ellevest to tackling the document-heavy nightmare that forces advisors into three-meeting cadences lasting months. They discuss why Google Gemini won the model race for document processing, the security considerations of using consumer AI tools with client data, and how the SPAR framework helps evaluate AI outputs. The conversation covers the SEC’s landmark AI conflict rule, the platform versus point solution debate, and...
2025-12-151h 14AI for AdvisorsBeyond the Shiny Objects: Max Klein and Mike Wilson on Wealth Tech’s Invisible LayerIn this episode of AI for Advisors, Mark Heynen and James Cantwell welcome two founders building critical AI infrastructure for wealth management: Max Klein, co-founder and CEO of LEA, and Mike Wilson, CEO of Hamachi.ai. Fresh from the Advise AI conference in Vegas, the group digs into the backend systems that power front-office tools—from client data orchestration to compliant email drafting. They debate whether CRMs are dying, discuss adoption strategies for B2B AI startups, and explore Orion’s Denali AI announcement. The conversation touches on everything from switching costs and user friction to why email might outl...
2025-12-121h 04
Fintech ImpactKnapsack with Mark Heynen | E405In this episode of FinTech Impact, host Jason Pereira interviews Mark Heynen, co-founder of Knapsack, an AI-powered platform designed to enhance financial advisory workflows. Mark shares insights on how Knapsack automates administrative tasks by integrating with various data sources and employing natural language agents. He discusses the platform's evolution from a private note-taking tool to a comprehensive agent-based system, capable of handling everything from simple email scheduling to complex tax planning. Mark also touches on the challenges faced in data compliance and the future of AI in financial services. Don't miss this deep dive into how A...
2025-12-0939 minAI for AdvisorsPrivate Markets Go Digital: Infrastructure, Access, and AI with Ryan Eisenman and Jacob MillerIn this episode of AI for Advisors, Mark Heynen and James Cantwell talks with Ryan Eisenman, CEO of Arch, which builds digital admin infrastructure for private markets, and Jacob Miller, Chief Solutions Officer of Opto Investments, a curated investment access platform for advisors. They discuss the infrastructure pain points holding back advisor adoption, Opto’s rigorous 1.4% fund approval rate, and how AI is automating everything from quarterly reporting summaries to diligence workflows. The conversation covers wire fraud detection in an age of AI voice cloning, why blockchain isn’t the answer for private markets, whether we’re in an AI bub...
2025-12-0450 min
AI for AdvisorsUsing AI to Attract & Retain Clients with Victoria Toli @ Finny and Arnulf Hsu @ GRemindersIn this episode, Mark and James speak with Victoria Toli, Co-founder and President of Finny, and Arnulf Hsu, Founder and CEO of GReminders, about how AI is redefining client acquisition and engagement in the wealth management industry amid the $100 trillion Great Wealth Transfer.Victoria shares how Finny helps advisors achieve true organic growth through AI-driven, hyper-personalized outreach that scales trust and relationships — challenging the notion that advisors are slow to adopt technology. Arnold discusses how GReminders automates the entire meeting lifecycle, saving advisors hundreds of hours each year and allowing them to focus on delivering more meaningful cl...
2025-11-1246 minAI for AdvisorsAdvise AI Exhibitor Pitches in Las VegasExplore the forefront of AI for wealthtech with insights from industry leaders at the Advise AI conference. This episode features conversations with representatives from Orion, CommuniFi, Mutify, Knapsack, Conquest Planning, Fini, Syntax, Alpathena, FinMate AI, Advisor CRM, AIdentified, Meetings Hub, and Egnyte. Discover how these companies are revolutionizing data management, client engagement, and financial planning for advisors. Tune in to learn about the latest innovations and how they're shaping the future of the financial advisory landscape.
2025-11-0637 min
AI for AdvisorsJoe Moss on AI overlays vs AI CRMsIn this conversation, Joe Moss discusses the evolving landscape of Customer Relationship Management (CRM) systems in the context of artificial intelligence (AI). He identifies two main categories of AI integration: integrated AI CRMs and AI overlays. Moss emphasizes that larger Registered Investment Advisors (RIAs) are more likely to adopt AI features as overlays rather than switching to entirely new CRM systems. This reflects a trend towards enhancing existing technologies with AI capabilities rather than overhauling them completely.TakeawaysThere are two main categories of AI in...
2025-10-2833 minAI for AdvisorsWhen Humans Beat AI With Matt Morris and Mike Bennett from EncorEstate PlansWhat happens when AI gives legal advice — and gets it wrong? In this episode, Mark Heynen and James Cantwell sit down with Matt Morris and Mike Bennett from Encore Estate Plans to unpack their viral study comparing ChatGPT, Claude, Perplexity, and Google AI to human estate-planning experts. The results? Some bots aced the basics, others literally gave up halfway through.From hilarious “ChatGPT Law School” jokes to serious insights about legal accuracy, the conversation explores where AI helps, where it fails, and why human oversight still matters when your life’s assets are on the line...
2025-10-2747 minAI for AdvisorsPirates, the Navy, and the Future of Wealth Tech with Orion’s Reed ColleyIn this episode of AI for Advisors, hosts Mark Heynen and James Cantwell welcome Reed Colley, President of Orion Advisor Technology, for a deep-dive into how Orion is driving AI innovation in wealth management. Reed, a seasoned entrepreneur and founder of Black Diamond and Summit Wealth Systems, shares insights from his journey—from startup “pirate” to leading a “Navy” of enterprise solutions.They explore Orion’s Denali data architecture, the evolving role of agentic AI, and how wealth tech firms can balance scale versus specialization in the age of open ecosystems. The discussion also touches on the future of CR...
2025-10-1856 minAI for AdvisorsIs Jump a CRM killer? CEO Parker Ence talks agents and creating a new category on the Kitces map.In this episode, Mark Heynen and James Cantwell speak with Parker Ence, CEO and co-founder of Jump, about how AI is reshaping the advisor workflow. Parker shares how Jump evolved from a data-aggregation startup to one of the fastest-growing AI meeting assistants in wealthtech. They discuss the challenges of scaling an AI company in a regulated industry, the role of timing and product focus in driving adoption, and how intelligent automation can strengthen advisor–client relationships. The conversation also covers Jump’s recognition at the WealthManagement.com Industry Awards, the future of “agentic AI,” and what’s next for technology...
2025-10-0846 minAI for AdvisorsHow AI helps financial advisors scale and grow with Dr Sindhu Joseph & David DecelleIs AI the key to helping advisors scale—or just another shiny tool adding to tech stack chaos? In this episode of AI for Advisors, Mark and James sit down with two leaders tackling the problem from very different angles: Dr. Sindhu Joseph, CEO of CogniCor, and David DeCelle, founder of Model FA.Dr. Sindhu shares her journey from 25+ years in AI research to building CogniCor’s co-pilot platform, designed to help advisors move from reactive to proactive and expand access to financial advice beyond just the affluent. David brings his perspective as an advisor-turned-coach, showing how AI c...
2025-10-0344 minAI for AdvisorsMark Gilbert @ Zocks + Are notetakers building CRMs? + Wealthbox & HazelIn this episode of AI for Advisors, hosts Mark Heynen and James Cantwell engage with Mark Gilbert, co-founder of Zocks, discussing the evolution of AI in financial services. They explore the unique approach Zocks takes towards privacy and compliance, the implications of AI in government, and the future of note-taking and wealth management. The conversation also touches on the challenges and opportunities presented by AI, the role of CRMs, and best practices for vetting AI solutions in the industry.takeawaysMark Gilbert has a rich background in tech and finance.Zocks focuses on privacy by not recording conversations...
2025-09-2041 minAI for AdvisorsIs Future Proof the Burning Man of finance? + Kitces study + the rise of AI assistantsIn this episode, James Cantwell and Mark Heynen discuss their experiences at the Future Proof conference, highlighting the vibrant atmosphere, networking opportunities, and the emergence of AI technologies in the financial advisory space. They delve into key insights from Michael Kitces regarding the importance of client engagement over technology, and share their thoughts on innovative tools that enhance client relationships. The conversation also covers highlights from the demo drop, predictions for future trends in wealth tech, and the evolving role of technology in financial services.TakeawaysFuture Proof is a unique networking opportunity for financial advisors...
2025-09-1342 minAI for AdvisorsAI in practice with Ben Olsen and Kai BogdanovichIn this episode, Mark and James host Ben Olsen and Kai Bogdanovich to discuss the practical applications of AI in wealth management. They explore the expectations financial advisors have regarding AI, the strategies for implementing AI solutions, and the importance of understanding the limitations of AI technology. The conversation also touches on the current trends in AI usage among financial advisors, the challenges of integrating AI into existing systems, and the future of AI in enhancing client relationships. The guests share insights from their experiences and provide practical advice for advisors looking to leverage AI effectively.
2025-09-0546 minAI for AdvisorsIs AI working? + JP Morgan's Coach AI + Microsoft's Empire Strikes Back + Google Finance's AI RebootWe unpack the hype vs. reality of enterprise AI, why that viral “95% of AI pilots fail” headline was misleading, and where adoption is actually working—especially when human teams and focused, vertical tools move in lockstep. We also compare healthcare’s scribe wave with wealth management, and spotlight emerging tools from big banks and big tech. 00:00 Debunking LinkedIn Studies01:11 The State of AI: Is It Working? — AI Adoption Challenges and Insights — The Role of Human Support in Technology01:25 Integrating Technology and Human Resources05:16 Future of AI in Wealth Manag...
2025-09-0225 minAI for AdvisorsThe future of CRMs in the age of AI + Are we at peak AI hype?In this conversation, Mark Heynen and James Cantwell discuss the current state of AI in wealth management. They explore the challenges of CRMs, the importance of data integration, and the evolving role of note-taking technology. The discussion also touches on the impact of AI on productivity and the need for systems of record to adapt to new technologies. They conclude with thoughts on future guests and the direction of the industry.
2025-08-2635 minAI for AdvisorsEpisode 1: GPT5 & the future of advisorsIn our very first episode of AI for Advisors, Mark Heynen (serial entrepreneur & co-founder of Knapsack AI) and James Cantwell (WealthTechSelect, longtime wealth management consultant) dive into the big questions shaping the future of advice:Can AI really make better judgments than humans?Will financial advisors be replaced by algorithms, or will AI simply become their most powerful tool?How are tools like ChatGPT, Claude, and Perplexity actually being used (or not used) in real advisor workflows?What happens to fees, client ratios, and the advisor’s role as...
2025-08-1836 min
Financial Advisors Want To Know PodcastEp 69: How AI Is Streamlining Operations and Saving TimeFinancial Advisors Want to Know: How AI Is Streamlining Operations and Saving Time - Ep. 69 Mark HeynenWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms. Today's guest is Mark Heynen. Mark has led go to market in emerging markets for large and small companies, from Google’s initial push into maps in the mid 2000s to Facebook’s early mobile efforts and ultimately launching PayJoy, a Silicon Valley-based fintech, in 20 countri...
2025-04-0726 min
Venture EverywhereAI in Your Knapsack: Mark Heynen with Noah SpirakusIn episode 60 of Venture Everywhere, host Noah Spirakus, Partner at Everywhere Ventures, talks with Mark Heynen, co-founder of Knapsack, a free, private meeting notetaker and automation platform. Mark shares his startup journey, from fintech to AI, driven by his passion for expanding access to essential tools. Mark also discusses how Knapsack leverages AI to protect data and build user-friendly applications for diverse customer bases, shaping the future of how businesses interact with technology.In this episode, you will hear:AI models are rapidly becoming commoditized.How Knapsack's AI automates meetings and manages contacts, enhancing productivity.The v...
2025-02-1833 min
DealMakersMark Heynen On Breaking Down Barriers to Access To Fintech, Smartphones, And AI, Raising Over $400 MillionMark Heynen has successfully navigated the startup ecosystem several times, running the entire gamut from building, scaling, and funding companies to exiting them. His journey demonstrates the power o
2024-12-1836 minDealMakers: Entrepreneur | Startups | Venture CapitalMark Heynen On Breaking Down Barriers to Access To Fintech, Smartphones, And AI, Raising Over $400 MillionMark Heynen has successfully navigated the startup ecosystem several times, running the entire gamut from building, scaling, and funding companies to exiting them. His journey demonstrates the power of resilience, learning from failures, and successfully pivoting to adapt to market conditions.Mark's latest venture is Knapsack, and he reveals what it means to build a rocket ship in the current environment. The company has Alphabet, Ascend Venture Capital (Seattle), FiDi Ventures, and Gradient Ventures.
2024-12-1836 min
AI Realized PodcastThe Next Wave of Enterprise AI: Local Inference and Data Privacy with Knapsack's Mark HeynenThe Next Wave of Enterprise AI: Local Inference and Data Privacy with Knapsack's Mark HeynenMark Heynen is the Co-Founder and Chief Product Officer of Knapsack, where he's building private AI automations for enterprise use. A serial entrepreneur with over 20 years of experience, Mark has consistently focused on expanding technology access across markets. His journey includes key roles at Google's early maps initiative, Facebook's mobile efforts, and co-founding PayJoy, a fintech company he helped expand to 20 countries. Prior to Knapsack, he served as VP of Partnerships at the Stellar Development Foundation, working on extending financial services through...
2024-11-1820 min
AI Realized PodcastThe Next Wave of Enterprise AI: Local Inference and Data Privacy with Knapsack's Mark HeynenThe Next Wave of Enterprise AI: Local Inference and Data Privacy with Knapsack's Mark HeynenMark Heynen is the Co-Founder and Chief Product Officer of Knapsack, where he's building private AI automations for enterprise use. A serial entrepreneur with over 20 years of experience, Mark has consistently focused on expanding technology access across markets. His journey includes key roles at Google's early maps initiative, Facebook's mobile efforts, and co-founding PayJoy, a fintech company he helped expand to 20 countries. Prior to Knapsack, he served as VP of Partnerships at the Stellar Development Foundation, working on extending financial services through...
2024-11-1820 min
HumAIn PodcastEdge AI Revolution: Building Private Enterprise Automations with Knapsack's Mark HeynenEdge AI Revolution: Building Private Enterprise Automations with Knapsack's Mark HeynenMark Heynen is the Co-founder and Chief Product Officer at Knapsack, where he's building private AI automations for enterprise use. A seasoned entrepreneur and technology executive, Mark has founded five companies and held key positions at tech giants including Google and Meta (formerly Facebook). His career spans from pioneering online pricing analytics in London to expanding mobile technology access in emerging markets.Episode Highlights:[00:00-03:21] From Startup to Big Tech: Heinen's Journey[03:21-06:36] Knapsack's Three Pillars for Enterprise AI
2024-11-1424 min
Entrepreneurial Excellence PodcastRallying Teams and Raising Capital for Startup Success with Mark HeynenIn this episode of the Entrepreneurial Excellence podcast, our host Adam interviews Mark Heynen, a 5x founder and former executive at Google and Meta, who is currently working on Knapsack.
Mark shares valuable insights on empowering senior leaders, fostering a culture of psychological safety, and creating an environment where teams can thrive. He also touches on maintaining company culture during periods of rapid growth, highlighting the importance of a founder’s involvement in hiring and nurturing a results-driven culture.
Tune in to hear Mark's take on entrepreneurship, persistence, and the strategies that can help founders ac...
2024-09-201h 05
ESG: Even Samen Gevat#48 - Waarom Fantoomgroei nog steeds relevant is – van Sander Heijne en Hendrik NotenSander Heijne schreef in 2020 samen met Hendrik Noten het boek Fantoomgroei, waarvan in 2022 een update verscheen. In dat boek doen zij onderzoek naar de vraag waarom werkenden al jaren nauwelijks iets terug zien in hun portemonnee van de winsten die bedrijven maken. Zorg, onderwijs en politie zijn ondertussen uitgehold. Hoe kan dat? Waarom accepteren we dat? De auteurs concluderen dat de huidige hang naar groei het resultaat is van een verhaal dat we zelf zijn gaan geloven. Fantoomgroei is het boeiende verslag van hun zoektocht. In 30 minuten proberen Marloes en Aldert de essentie te vangen.
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2024-05-0835 min
We Built A ThingYou're Pretty BasicIn this episode, Mark goes hunting with his son and works some more on the concealment cabinet. Bruce does another craft show...find out the results. Drew passes on a laser and dreams up some more projects. Plus, a ton more! This episode is sponsored by OneFinity CNC! We have partnered with them and would love it if you would go to their website and check them out: https://www.onefinitycnc.com/ (we don't have a coupon code at this time, but if you're able to mention that we sent you, it helps!) Become a patron of...
2023-10-251h 01
Emerging Markets StartupsBuilding a startup for emerging markets from Silicon Valley| Mark Heynen VP @ Stellar, co-founder of PayjoyOver the last episodes, we’ve focused on people and companies in emerging markets building for their markets. There’s also been a wave of companies in Silicon Valley building for emerging markets. Those include Payjoy which focuses on selling smartphones via loans and Branch, Tala and Kiva who give microloans to everyday people. Today we have Mark Heynen, who co-founded Payjoy, helped Google and Facebook expand its products to emerging markets and has worked in emerging markets since 1999. We discuss key trends in emerging markets including: the digitization of everyday transactions, the “mobile multiplier”, the tremendous growth of the midd...
2020-12-3127 min
DevelomentorMark Heynen - Serial Entrepreneur, Int’l Business Development Guru (#21)Welcome to another episode of Develomentor. Today's guest is a serial entrepreneur and international business development guru Mark Heynen.Mark Heynen (@markheynen) serves as PayJoy’s Chief (Business Development) Officer. Prior to PayJoy, Mark had an extensive career starting companies in the US and abroad, and striking complex deals in the mobile ecosystem. In 1999, Mark joined the founding team of LibertySurf, France’s first free ISP, and launched operations in the UK and Germany. Shortly thereafter in 2000, Mark co-founded retail analytics company Electrobug Technologies in London, which he eventually sold in 2006. He moved back to the U...
2020-01-0935 min
Readings from the Port Townsend Writers' ConferenceMark Doty Reading from the 2009 Port Townsend Writers' ConferenceWe are pleased to present a reading by Mark Doty, recorded at the 2009 Port Townsend Writers' Conference.
It all started in 1974 with the founding of the Port Townsend Writers’ Conference by novelist Bill Ransom, who envisioned an egalitarian, non-hierarchical conference where the emphasis was on the craft of literary writing.
Such writers and welcomers as Jim Heynen, Carol Jane Bangs, Sam Hamill, Rebecca Brown, and many others continued this emphasis on the writing craft over the next few decades, and the Conference has become an annual pilgrimage for many.
Whether you’re seeking to c...
2013-11-2700 minReadings from the Port Townsend Writers' ConferenceMark Doty Lecture from the 2009 Port Townsend Writers' ConferenceWe are pleased to present a craft lecture by Mark Doty, recorded at the 2009 Port Townsend Writers' Conference.
It all started in 1974 with the founding of the Port Townsend Writers’ Conference by novelist Bill Ransom, who envisioned an egalitarian, non-hierarchical conference where the emphasis was on the craft of literary writing.
Such writers and welcomers as Jim Heynen, Carol Jane Bangs, Sam Hamill, Rebecca Brown, and many others continued this emphasis on the writing craft over the next few decades, and the Conference has become an annual pilgrimage for many.
Whether you’re seek...
2013-11-2752 minReadings from the Port Townsend Writers' ConferenceMark Halperin Reading from the 1977 Port Townsend Writers' ConferenceWe're pleased to present a reading from poet Mark Halperin, recorded at the 1977 Port Townsend Writers' Conference.
It all started in 1974 with the founding of the Port Townsend Writers’ Conference by novelist Bill Ransom, who envisioned an egalitarian, non-hierarchical conference where the emphasis was on the craft of literary writing.
Such writers and welcomers as Jim Heynen, Carol Jane Bangs, Sam Hamill, Rebecca Brown, and many others continued this emphasis on the writing craft over the next few decades, and the Conference has become an annual pilgrimage for many.
Whether you’re seeking to cr...
2013-04-2600 min