Intellectus Partners today announced the launch of a dedicated Client Engagement team, a new function designed to transform how clients experience and engage with the firm across its people, technology, investment capabilities, services and broader ecosystem.
The initiative represents the next stage of a strategy Intellectus has been building for years: combining increasingly sophisticated artificial intelligence with an even higher standard of personal service, judgment and human engagement. Intellectus calls that philosophy Human Touch AI.
"AI is going to fundamentally change wealth management, but our vision has never been to use technology to put distance between the advisor and the client," said David La Placa, Founder and CEO of Intellectus. "It is exactly the opposite. We believe AI can make our people dramatically more capable while allowing us to become more proactive, more personal and more responsive. Our objective is to combine advanced technology with an extraordinary level of human service."
The new Client Engagement team builds on Intellectus' multi-year investment in artificial intelligence and digital advisory technology. That work has included the development and subsequent spinout of Intellebox.ai, the AI platform that provides the technological foundation for much of this new Client Engagement model, as well as continued internal development of IntellectusIQ and other proprietary AI capabilities.
"The question is increasingly shifting from what can we build? to how do we make every client meaningfully better off because we built it?" La Placa said. "That requires people who can translate innovation into experiences that are intuitive, useful and personal."
Intellectus serves a community of ultra-high-net-worth entrepreneurs, founders, executives and significant families whose financial lives often span operating companies, concentrated wealth, private investments and complex family structures.
The new team will work across Intellectus with a mandate focused on anticipating client needs, increasing proactive engagement, coordinating complex requests, connecting clients with resources across the firm and its external network, and helping clients access the breadth of Intellectus' investment platform, Family Office Services, Founder's Advisory, Private Markets, research, Connexus network, educational programming and AI capabilities.
To launch the function, Intellectus has added Raymond Fernandez as Vice President, Strategic Client Services & Engagement and Zana Hrvacic as Platform & Client Engagement Lead. Fernandez joins after nearly eight years at ICONIQ within its family office platform supporting Silicon Valley's most sophisticated family-office relationships. Hrvacic brings more than a decade across AI-enabled wealth technology, most recently Director at Arta Finance leading engagement for largest customers.
"The best client experience is when a client feels like the entire firm knows them, understands what matters to them, and is already thinking one step ahead," said Jay Casey, Co-Founder of Intellectus. "That's the standard we're building toward. Technology can help us deliver it at a level that simply wasn't possible before."
About Intellectus Partners
Founded in 2015, Intellectus Partners is a San Francisco-based wealth and investment management firm serving entrepreneurs, founders, executives and ultra-high-net-worth families. The firm operates across wealth and investment management, public and private markets, Family Office Services, Founder's Advisory and proprietary artificial intelligence capabilities.
