Ramona Ortega

Founder and CEO of WealthBuild AI focused on democratizing personalized financial advice using AI; former founder of My Money, My Future and a lawyer with experience in financial services and compliance.

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Dec 2, 2025 • 43min

Bringing smarter, accessible wealth management through agentic AI

Ramona Ortega, Founder and CEO of WealthBuild AI, aims to democratize personalized financial advice using AI. She discusses the evolution of AI in wealth management and how transitioning from chatbots to agentic workflows can enhance scalability. Ramona highlights partnerships with community banks to bridge gaps in access to financial services for underserved populations. She also addresses the challenges of messy data and emphasizes the importance of governance in implementing AI solutions.

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