Chris Todd
CEO of InvestNet and leader in wealth management technology, overseeing the firm's product and data strategy and discussing the use of AI and data insights to help financial advisors.
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May 12, 2026 • 21min
Envestnet’s Chris Todd: AI Helps Advisors Predict the Next Best Moves
Chris Todd, CEO of Envestnet and wealth-tech leader, explains how data and AI are reshaping advisory work. He describes refocusing strategy, building infrastructure for planning and alternatives, and using predictive AI to recommend next-best actions like tax moves and rebalancing. He also covers agentic AI plans and how insights free advisors to deepen client relationships.
