Our story
Built from real experience
training advisors on AI.
Hi, I'm Christopher Baker — a financial services major at SCSU. I've been training financial advisors and RIAs on how to use AI effectively in their practices, and that hands-on experience is what inspired me to build Advisor Intelligence.
Working directly with advisors, I saw the same problems over and over: generic AI tools that don't understand compliance, no clear guidance on what prompts actually work, and a lot of wasted time figuring things out from scratch. So I built the toolkit I kept wishing existed for the people I was training.
Every template, every guide, and every feature in this platform comes from real conversations with real advisors about what they actually need day to day.
Our mission
Make every financial advisor confident and effective with AI.
Without compromising compliance, client trust, or professional standards.
What we believe
Our values
Advisor-first design
Every feature starts with "would this actually help in a real advisory practice?" If the answer is no, we don't build it.
Compliance is non-negotiable
We don't bolt on compliance as an afterthought. It's woven into every template, every output, every workflow.
Transparency over trust
We don't ask you to trust us with your data. We show you exactly how it flows, what we store, and what we never see.
I'd love to hear from you.
Have questions or feedback? Want a personal walkthrough of the entire platform? I'm happy to jump on a call and show you everything myself.
Reach out anytime — I personally read and respond to every message.
support@advisorintelligence.com