About Optimal AdvisorAI
We teach financial professionals to use the AI tools their firm already approved, compliantly.
Built by financial professionals for financial professionals
Our co-founders have spent their entire careers in financial services. We understand the industry, the challenges financial professionals face and the importance of building strong client relationships.
We help advisors and their teams get more from the AI tools they already have, including ChatGPT, Microsoft Copilot and Claude. Our focus is on helping them strengthen client relationships, support business development and drive growth.
Four reasons firms work with Optimal AdvisorAI
Financial Services Experience
We've worked with and trained more than 20,000 advisors and financial professionals across Fortune 500 firms, custodians, broker-dealers and asset managers.
Our experience shapes training and consulting designed specifically for financial services.
Role-Based AI Training
Different roles require different AI skills. Our training is built around the work financial advisors, sales professionals, investment professionals and other financial services employees actually do.
Rather than relying on generic AI examples, we focus on practical applications relevant to each role, helping people use AI in ways that support their responsibilities and business goals.
Our Research Team Helps You Stay Current
AI is changing rapidly. Our dedicated research team monitors and tests new features across ChatGPT, Microsoft Copilot, Claude and other AI tools.
We identify developments that matter to financial professionals and turn them into updated training, new lessons and practical applications.
Our clients benefit from a team focused on understanding what's changing in AI and what's worth putting to work.
We Help You Get More From the Tools You Already Have
We don't sell AI software. We provide training and consulting built around the tools your firm already uses.
We work within your approved technology and compliance policies.
Leadership Team
David Itzkovits
Co-Founder of Optimal AdvisorAI
Craig Kirkpatrick
Co-Founder of Optimal AdvisorAI
Karen Maccaro
Managing Director, Learning
Keagan Barnes
Vice President, Research
Talk to a Human About AI
Whether you're looking to develop your own AI skills or help your organization use AI to strengthen client relationships and drive growth, we'd welcome a conversation.
