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RIA Edge West
October 6-8, 2025
Ritz-Carlton | Marina del Rey, CA

Sindhu Joseph
Founder and CEO at CogniCor
Speaker

Profile

Dr. Sindhu Joseph, is the CEO and founder of Wealth management AI startup CogniCor. CogniCor's Copilots are indispensable allies of growth minded advisors and RIA firms. CogniCor Copilot enables advisors and firms to personalize and scale effortlessly navigating client review meetings, client servicing workflows, and discovering actionable insights from client and advisor interactions. Dr. Joseph has a Ph.D in AI, and has co-authored over 6 patents and was chosen as the top 10 to watch in 2023 by Wealth Management.com and CEO of the year by Wealth Solutions Report in 2024. With a global background spanning India, Europe, and the USA, she is passionate about AI, and democratizing access to wealth for all. She is in the advisory board of several companies. Dr. Sindhu is also part of Forbes Technology Council and Fast Company Technology Council. Outside of her professional interests, she enjoys hiking, reading, and stand-up comedy.

Agenda Sessions

  • Will AI Make Financial Planning More Human?

    2:45pm