Everest Wealth Partners Debuts AI-Powered Financial Planning Suite for High-Net-Worth Clients
BOSTON, November 22, 2025 – Everest Wealth Partners, an independent wealth management firm overseeing $45 billion in client assets, today announced the launch of its AI-Powered Financial Planning Suite, marking a significant advancement in the integration of artificial intelligence within personalized wealth management services. The platform addresses growing client demand for sophisticated, data-driven financial strategies while preserving the human advisory relationship fundamental to high-quality wealth management.
The comprehensive suite combines seven integrated modules: an AI Advisor capable of complex financial planning scenarios, predictive forecasting tools for life event modeling, automated portfolio rebalancing with real-time risk assessment, daily market briefings tailored to individual holdings, investment analysis benchmarking, instant insights for spending pattern recognition, and a cryptocurrency monitoring system. Each module leverages a multi-agent architecture enriched with real-time market data and client financial histories, ensuring recommendations remain grounded in individual circumstances rather than generic assumptions.
The launch coincides with unprecedented consumer adoption of AI financial tools across global markets. According to recent research from Lloyds Banking Group, more than 28.8 million UK adults—56 percent of the adult population—have used artificial intelligence to manage their finances in the past 12 months, with users reporting average annual savings of £399 through AI-generated insights . This rapid mainstream acceptance mirrors accelerating demand among high-net-worth individuals for intelligent automation that enhances, rather than replaces, advisor expertise. Everest Wealth Partners’ internal surveys indicate 73 percent of clients already use consumer AI tools for preliminary financial research, creating expectation gaps that traditional advisory models struggle to address.
The platform’s predictive engine distinguishes itself through contextual reasoning capabilities validated against Certified Financial Planner® examination standards, scoring 96.5 percent accuracy across comprehensive test scenarios. Unlike generic large language models that suffer from “context rot” when processing extensive personal financial data, Everest’s system employs hybrid reasoning—combining deterministic mathematical engines for precise calculations with generative AI for nuanced scenario interpretation. Every output undergoes compliance vetting against fiduciary, privacy, and accuracy standards before reaching advisors, ensuring regulatory rigor while scaling personalized service delivery.
“We are not replacing the judgment and relationships our advisors have cultivated over decades,” said Catherine Morrison, Chief Executive Officer of Everest Wealth Partners. “Instead, we’re eliminating manual tasks that consume nearly 40 percent of an advisor’s workweek—data aggregation, performance reporting, basic scenario modeling—so they can focus on what algorithms cannot: understanding a family’s values, navigating complex emotional decisions, and providing accountability during market volatility. This technology allows us to deliver institutional-quality analysis to every household we serve, regardless of account size.”
Initial implementation across Everest’s 175-advisor network has demonstrated measurable efficiency gains. Pilot program data shows advisors reclaiming an average of 11 hours weekly previously spent on administrative functions, enabling a 23 percent increase in dedicated client engagement time. Client retention metrics improved 8 percent among pilot participants, with satisfaction scores citing faster response times and more comprehensive planning analyses as primary drivers. The firm projects full rollout completion by Q1 2026, with select existing clients gaining immediate access through their dedicated advisory teams.
About Everest Wealth Partners
Founded in 2008, Everest Wealth Partners is an independent registered investment advisor headquartered in Boston, Massachusetts, serving high-net-worth individuals, families, and institutional clients nationwide. The firm manages approximately $45 billion in assets under management and employs 175 financial advisors across 23 offices. Everest specializes in comprehensive wealth planning, investment management, tax optimization strategies, and intergenerational wealth transfer services. The firm operates under a fiduciary standard and has been recognized by Barron’s and Financial Times as a top wealth manager for five consecutive years.
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