The AI Tool trusted by banks and brokerages worldwide | David Lee, Co-Founder WealthRyse | BRP #135

💰 What if managing wealth was as smart as the technology running the world?

David Lee is the Co-Founder of WealthRyse an AI-native fintech company based in Hong Kong that is quietly transforming the way licensed financial institutions handle portfolio management.

WealthRyse isn't just another fintech tool - it's a full infrastructure play. From automated portfolio calculation and risk analysis to scenario testing and stress simulations, WealthRyse equips banks, brokerages and insurance institutions with the analytical power to make smarter, faster, and more confident decisions - without replacing the human judgment at the center of it all 🧠.

Built on a B2B model and designed exclusively for licensed professionals, WealthRyse sits at the intersection of AI precision and financial expertise - giving institutions the tools to craft their own strategies while remaining fully in control.

At We Make Future 2026 in Bologna 🇮🇹, we sat down with David to explore what it really means to bring AI into one of the most regulated and trust-driven industries in the world and why the future of wealth management is being written in code 💻.

See if your questions are among the ones we've answered, and if not, what are you waiting for?

We're waiting for you in the comments section! 👇

Hit the Like, Share & Subscribe buttons if you enjoyed it! 🎬 ----------------------------------- 📲 Find us on: https://www.instagram.com/businessroompodcast https://www.facebook.com/businessroompodcast https://www.linkedin.com/company/businessroompodcast https://www.tiktok.com/@businessroompodcast

----------------------------------- ☎️ Contact us at: hello@businessroom.ro www.businessroom.ro

----------------------------------- 👀 Where to find David: https://www.linkedin.com/in/davidhyungteklee/ https://www.wealthryse.ai/

📍Location: Bologna Fiere Viale della Fiera, 20, Bologna, Italy

Chapters:

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