Building the AI Brain of Wealth Management | Vineet Mohan | TBCY

S7 E353 Vineet Mohan, Co Founder and CEO, FastTrackr AI



00:39- About Vineet Mohan
00:49- Which global experience shaped you most—and why?
04:36- What pivotal moment led you to become a founder?
06:16- What core problem is FastTrackr AI solving in U.S. wealth management?
08:47- Why has such a large industry neglected this problem for so long?
10:00- How does an advisor use FastTrackr daily?
12:41- What advisor tasks should be automated first?
14:03- How do adoption and decision-making differ between small and large advisory firms when evaluating your product?
15:52- How do you ensure accuracy, auditability, and compliance in wealth management?
18:08- What other barriers, beyond compliance, limit Fast Tracker AI adoption among RIAs?
20:23- What does long-term success look like for FastTrackr AI?
21:44- What advice would you give corporate leaders transitioning into building AI-driven products?




In this episode of The Brand Called You, Vineet Mohan—Co-Founder and CEO of FastTrackr AI—shares his journey from a global leadership career at HSBC to building an AI-led platform transforming the US wealth management industry.


He discusses cross-cultural leadership, founding a startup, solving operational inefficiencies with AI, and what it takes for experienced leaders to build compliant, scalable AI products.



About Vineet Mohan -


Vineet is a co-founder and CEO of FastTrackr AI, which is an AI led platform purpose built for the US wealth management industry.



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