About Wealth I/O
Jonathan
Michael.
Founder, Wealth I/O · Richmond, Virginia
Ten years building marketing technology for financial services.
Jonathan is a MarTech executive with more than ten years of experience building marketing technology applications in the financial services space, and most recently in the commercial trades, designing agentic workflows for client acquisition.
He is a Perplexity AI Business Fellow and brings strong sales, product and marketing acumen to the firms he works with. He founded Wealth I/O to close the AI-search gap for independent financial advisors and RIAs.
On the record.
NOV 2025Financial PlanningSix missing AI capabilities holding financial advisors back
DEC 2025Money Matters, Ep. 339AI Workers, Not Chatbots: How Advisors Scale with Digital Co-Workers
APR 2024WealthTech on DeckThe AI-Augmented Advisor, with Jack Sharry
JAN 2024The Customer WinsAI for Wealth Management Marketing, with Richard Walker