More than a third of investors now consult ChatGPT before calling their financial advisor. Your move.
Robo-advisors handle portfolios. You handle lives.
The robo-advisory market is projected to reach $16.79 billion in 2026 and is growing at 32% annually. More than a third of consumers across all age groups are now turning to tools like ChatGPT and Claude for investment guidance - often before meeting their human advisor. But robo-advisors manage portfolios. They don't manage life transitions, tax implications of a divorce, retirement timing for a couple with different risk tolerances, or the emotional side of watching markets crash. YOUR expertise does. DataPeeps turns that expertise into an AI trained on YOUR financial philosophy - so prospects get your guidance before they get generic AI's.
We're onboarding financial advisors in small groups - early signups get priority access
projected robo-advisory market in 2026 - growing at 32% CAGR. Younger investors are choosing automated tools over human advisors at record rates.
Business Research Insights / Grand View Research
of consumers across all age groups now consult AI tools like ChatGPT for investment guidance - often before speaking with their financial advisor.
McKinsey AI & Wealth Management Report via Fortune, March 2026
projected growth in financial advisor jobs through 2032 - because clients still value human expertise for complex decisions. The question is which advisors they choose.
Bureau of Labor Statistics
Your younger prospects are comparing your fees to a $20/month robo-advisor. Your existing clients are asking ChatGPT questions they used to bring to your quarterly review. And the next generation of investors is building financial habits without a human advisor in the picture at all. The advisors who win aren't the ones who fight this shift. They're the ones who put their own expertise in front of clients before the algorithm does.
From competing with algorithms to outclassing them.
Prospects compare your fee to a robo-advisor without understanding the value difference
Your financial philosophy and planning frameworks live in your head - not in a format clients can access between meetings
Every new prospect asks the same foundational questions that consume your first meeting
Between quarterly reviews, clients get financial guidance from TikTok and ChatGPT instead of you
Prospects experience YOUR financial thinking before the first meeting - and arrive already understanding your value
Your philosophy, frameworks, and market perspectives are searchable and accessible to clients 24/7
New prospects self-serve foundational questions, so your meetings focus on high-value planning
Between reviews, clients access YOUR guidance instead of generic internet advice - keeping you top of mind
Live in minutes. Not months.
Upload your financial philosophy
Market commentaries, planning guides, educational materials, retirement planning frameworks, client-facing FAQs, published articles - anything that captures how you advise. DataPeeps organizes it automatically.
Set compliance boundaries
You control exactly what gets shared. Set disclaimers. Limit responses to general educational guidance. Redirect specific investment questions to a scheduling link. Your compliance standards, your rules.
Deploy to prospects and clients
Embed on your website, share during onboarding, or add to your client portal. Your financial philosophy starts working immediately - educating prospects and supporting clients around the clock.
Built for how financial advisors actually serve clients.
Compliance-Ready Boundaries
Set disclaimers, restrict responses to educational content, and redirect investment-specific questions to a consultation. Your AI respects the boundaries you set - every time.
Prospect Qualification
Every question a prospect asks your AI is a signal. Capture contact info automatically and see exactly what they're concerned about - before your first conversation.
Client Retention Tool
Between quarterly reviews, clients access YOUR market perspectives and planning guidance instead of generic AI. That keeps you top of mind and deepens the relationship.
Voice Responses
Some clients prefer to listen. Your AI delivers guidance in natural audio - making your financial philosophy accessible however clients want to receive it.
Works Everywhere
Your website, a shared link, or embedded in your client portal. No app to install, no account to create. Your expertise shows up wherever your clients already are.
What this looks like in practice.
Rachel is a independent financial planner specializing in retirement transitions. Rachel uploads her retirement planning guides, market commentaries, and educational materials on Social Security optimization into DataPeeps. She configures the AI with a clear disclaimer and redirects any specific investment recommendations to a consultation booking. Now, when a 58-year-old prospect visits her website and asks 'How should I think about the timing of my Social Security claim?', they get a thoughtful response grounded in Rachel's actual framework - not a generic article. The prospect books a consultation already educated on Rachel's philosophy. Rachel reports that prospects arrive better prepared, initial meetings are more productive, and her close rate increased because clients already trust her thinking before the first call.
Illustrative example based on the DataPeeps platform. Your results will depend on your content and client base.
Questions we hear from financial advisors like you.
The advisors who put their expertise in front of clients first will define what financial guidance looks like next.
Robo-advisors are cheaper. ChatGPT is free. The financial advisors who stay essential aren't the ones competing on price - they're the ones making their human expertise too valuable to replace. DataPeeps puts your financial philosophy to work.
We're onboarding financial advisors in small groups - early signups get priority access
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