From Wall Street Giants to Fintech: AI and the Future of Investing

Beyond The Noise

This episode explores how AI is reshaping investment management across both large financial institutions and fintech players. The discussion compares how scale, legacy infrastructure, and regulation influence AI adoption, and why fintechs often move faster in turning AI into production-ready tools. The conversation highlights where incumbents and fintechs converge—using AI to improve investment decisions, operational efficiency, and client outcomes—and what this means for the future of the industry.

On your own portfolios, with your data.

See how Sphere can improve portfolio construction, investment decisions, and client reporting using your own data.