Agentic AI · Wealth
Private banking. For everyone.
A Wealth agent that builds a long-horizon plan around your real life — kids, house, retirement, taxes — and adjusts it the moment anything changes.
What the agent would do
A glimpse of wealth, fully agentic.
- ✓Models retirement, college, and major-purchase scenarios live
- ✓Coordinates tax, estate, and insurance across accounts
- ✓Stress-tests your plan against recessions and rate shocks
- ✓Connects you to a human advisor for the high-stakes decisions
🤖KAI · Wealth Agent
Are we still on track to retire at 60?
Yes — 94% probability based on your current $4,200/mo contributions and 6.8% blended return. The wildcard is healthcare from age 60–65. If you bridge with an HSA-funded plan and shift $300/mo from taxable to your Roth, the probability climbs to 98% and your tax bill in retirement drops by about $46k over 20 years.
Make those changes.
Done. HSA contribution maxed, taxable cut by $300/mo, Roth bumped by the same. I've also scheduled a 30-min call with a Kasisto advisor next Tuesday to review your estate documents — they haven't been updated since 2022.