Host Jason Pereira joins Nitrogen Wealth CEO Dan Zitting to discuss the company’s evolution from a niche risk-scoring tool into a comprehensive AI platform. Dan outlines how Nitrogen is leveraging a new agentic AI engine to automate the advisor meeting lifecycle, effectively shrinking hours of manual preparation into minutes. Beyond technical updates, the conversation dives into Nitrogen’s expanded suite—covering everything from portfolio research to tax education—and Dan’s vision for overcoming the data and compliance hurdles that currently slow down AI adoption in wealth management.

This episode is a must-listen for financial advisors and RIA owners looking to reclaim their schedules through automation, as well as fintech enthusiasts interested in how legacy brands successfully navigate a total AI-centric pivot.

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Nitrogen Wealth

LinkedIn - Dan Zitting’s LinkedIn

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