Ahmad Akkarie's Linkedin Analytics

Hi, I'm Ahmad. After witnessing wealth management firms lose millions in assets due to service limitations, I founded Asset Velocity AI to solve a critical problem in the industry. Last month, a $147M client called at 2 AM about Asian market volatility. Your competition answered. You didn't. Every month, wealth management firms lose millions in assets to more responsive competitors. According to Morgan Stanley, 82% of high-net-worth clients expect instant responses. Yet most firms still operate like it's 1990 - missing opportunities around the clock while their competition captures assets 24/7. We transformed a regional wealth management firm that lost two $50M+ accounts in a single week due to delayed response times. Within 90 days of implementing our AI solutions, they captured $183M in new assets and won back a $95M client from a larger competitor. Today, they outmaneuver firms 10 times their size. Asset Velocity AI specializes in transforming wealth management firms into 24/7 revenue engines. Our founding team combines deep AI expertise with wealth management experience, creating solutions that enable firms to compete with industry giants. In our latest implementation, we helped a regional firm capture $183M in new assets by transforming their service model from 9-5 to 24/7 without adding staff. Transform your wealth management firm into a 24/7 revenue machine without adding staff or opening international offices. Our proven implementation process takes just 90 days to achieve full transformation. Book a discovery call to see how we can transform your firm into a 24/7 revenue engine. Limited to two new clients per quarter to ensure flawless execution.