Free AI WealthTech Platform Debuts for Advisors

Janowski, D. (2026, April 1). Free AI Risk Platform Debuts for Advisors. WealthManagement.com. https://www.wealthmanagement.com/advisor-support-platforms/new-ai-risk-platform-launches-for-financial-advisors

• UX Wealth, a US based TAMP, has launched riskDNA, a specialized AI-native platform designed to provide financial advisors with advanced risk intelligence and portfolio analytics. But, it also includes financial planning and CRM.

• The software is available to advisors without subscription fees because its operational costs are subsidized by asset managers seeking distribution intelligence.

• The system is built using an agentic AI framework that separates complex financial services into modular, interoperable technology components.

• Founder and CEO Kyle Wiggs designed the tool to serve as an efficient growth engine that enables rapid technology adoption for registered investment advisors.

• The platform provides asset managers with specific insights into how their investment strategies are being positioned and utilized by wealth managers.

• RiskDNA is currently accessible to UX Wealth Partners advisors and is slated for a full public market launch on May 1, 2026.

Knote: In my opinion, the dream architecture for a WealthTech would be a clean, centralized database with modular functionality hung off of it (CRM, portfolio construction, proposals, etc.). At the risk of attack, I will point out that the functionality does not necessarily have to be AI, but it can be. On the surface, riskDNA may be the closest thing I have seen yet.