In this episode of The WealthTech Podcast, host Mark Wickersham speaks with Dr. Sindhu Joseph, Founder & CEO of CogniCor, and a true pioneer in artificial intelligence for financial services. With a PhD in AI, over 20 years of experience, and multiple patents, Sindhu has been at the forefront of building practical AI applications long before large language models hit the mainstream.

She shares her founder’s journey—from growing up in India and seeing firsthand the impacts of wealth disparity, to launching CogniCor as a purpose-driven platform that empowers financial advisors to scale personalized advice and democratize access to wealth.

The conversation explores:

✅Why the wealth management industry needs an AI “co-pilot”

✅How CogniCor addresses tech fragmentation by creating an “intelligence layer” for advisors

✅The promise and risks of agentic AI, and what it means for day-to-day workflows

✅Guardrails firms should consider when adopting AI

✅The broader societal implications of AI—from job disruption to redefining the human role in a technology-driven future

If you’re curious about how AI will reshape wealth management, this episode offers both a visionary and practical roadmap.

About Dr. Sindhu Joseph

Dr. Sindhu Joseph is the Founder and CEO of CogniCor, a leading AI company serving the wealth management industry. With a PhD in Artificial Intelligence and over 20 years of experience in building AI solutions, Sindhu holds multiple patents in machine learning and natural language technologies. She launched CogniCor to address the fragmentation in financial technology and to create an industry-specific AI “co-pilot” that helps advisors reduce administrative burdens, scale personalized advice, and democratize access to wealth.

A recognized thought leader in AI, Sindhu has lived and worked across India, Europe, and the U.S., bringing a global perspective to how technology can transform financial services and society at large.

About CogniCor Company

CogniCor is an AI platform built for wealth management, founded by Dr. Sindhu Joseph. Its industry-specific AI “co-pilot” helps financial advisors cut through tech fragmentation, automate workflows, and deliver scalable, personalized advice. By acting as an intelligence layer across CRMs, planning tools, and portfolio systems, CogniCor empowers firms to serve more clients efficiently while democratizing access to wealth.

About The WealthTech Podcast:
The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver.

The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families.

Disclaimer
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation there is no obligation to update or provide notice of inaccuracy or change.