The world’s most powerful AI in the psychology of money.

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Partner with Lydia

Drive Accelerated Growth
Unlock revenue opportunities with game-changing AI.
Personalize at Scale
Engage broad and diverse client segments effortlessly.
Become a Talent Magnet
Attract and empower top talent with cutting-edge technology.
Gain Strategic Intelligence
Transform client insights into winning strategies.

Drive Accelerated Growth

Unlock revenue opportunities with game-changing AI.

Personalize at Scale

Engage broad and diverse client segments effortlessly.

Become a Talent Magnet

Attract and empower top talent with cutting-edge technology.

Gain Strategic Intelligence

Transform client insights into winning strategies.

A Trusted Guide

Lydia is your always-on, empathic colleague who "gets it." Use Lydia for your meeting prep, agenda setting, role-play scenarios, and real-time guidance. Be better prepared, ask better questions, create "referral-worthy" moments.

Scaled Personalization

Lydia channels your CRM and other data to drive tailored, personalized outputs to better serve a diverse client roster. With a perfect memory and high EQ, Lydia remembers your client interactions and connects to deepen engagement and foster loyalty.

Content Collaborator

Lydia effortlessly builds tailored communication strategies, including blogs and emails, for your different audiences, creating opportunities for you to connect with clients facing different challenges at different moments across the life cycle.

Obsessively Secure

Lydia prioritizes data security, employing best practices in data collection and encryption. Your firm's data is ring-fenced and never commingled. Sleep-at-night security with 24/7 monitoring, backup systems, and detailed audit trails ensure reliability.

Strategic Intelligence

Lydia analyzes unstructured data across your entire practice, driving unique insights into client and advisor psychology while uncovering patterns, trends, and opportunities for growth.

“Lydia has the potential to change the practice of financial advice as much as any technology I’ve ever seen.”

– Jason Pereira, Woodgate Financial & host of Fintech Impact

Elevate your Practice with LYDIA

The business case for human-first AI guidance.

Growth Acceleration
Lydia accelerates your growth strategies by leveraging multiple competitive advantages. By powering customized engagements and adaptive insights, the AI can drive growth in wallet share, referral-worthy moments, multi-generational loyalty, and new client acquisitions. Lydia equips advisors to engage "next-gen" clients who will benefit from the impending, massive great wealth transfer. Lydia expands your market share and widens your moat.
Personalization at Scale
Lydia increases your firm's operational efficiency by scaling conversations across a diverse set of audiences. Lydia allows you to work smarter, not harder. Lydia helps you tailor your messaging to various audiences quickly, using deep personalization based on qualitative and quantitative data and client-specific strategic communication. Optimize engagement with your entire client roster.
A Magnet For Top Talent
Lydia is your key to attract, retain, and motivate top talent. Firms using this leading AI solution signal a commitment to innovation and investment in human capital. Lydia gets you noticed. By providing impactful insights, tailored communication strategies, and proprietary data, Lydia equips your employees with the necessary resources to excel in their roles, acquire new skills, stoke curiosity, and boost productivity.
Unique Business Intelligence
Lydia empowers firm leadership with unprecedented insight into the heart of the business: the advisor-client relationship. It provides detailed reports on themes and trends emerging from conversations across your platform. Understand what's resonating and pinpoint areas for improvement. Discover whitespace opportunities for engagement, training, and growth.

Growth Acceleration

Lydia accelerates your growth strategies by leveraging multiple competitive advantages. By powering customized engagements and adaptive insights, the AI can drive growth in wallet share, referral-worthy moments, multi-generational loyalty, and new client acquisitions. Lydia equips advisors to engage "next-gen" clients who will benefit from the impending, massive great wealth transfer. Lydia expands your market share and widens your moat.

Personalization at Scale

Lydia increases your firm's operational efficiency by scaling conversations across a diverse set of audiences. Lydia allows you to work smarter, not harder. Lydia helps you tailor your messaging to various audiences quickly, using deep personalization based on qualitative and quantitative data and client-specific strategic communication. Optimize engagement with your entire client roster.

A Magnet For Top Talent

Lydia is your key to attract, retain, and motivate top talent. Firms using this leading AI solution signal a commitment to innovation and investment in human capital. Lydia gets you noticed. By providing impactful insights, tailored communication strategies, and proprietary data, Lydia equips your employees with the necessary resources to excel in their roles, acquire new skills, stoke curiosity, and boost productivity.

Unique Business Intelligence

Lydia empowers firm leadership with unprecedented insight into the heart of the business: the advisor-client relationship. It provides detailed reports on themes and trends emerging from conversations across your platform. Understand what's resonating and pinpoint areas for improvement. Discover whitespace opportunities for engagement, training, and growth.

A Pathbreaking Partnership

Lydia is the brainchild of two iconoclastic firms committed to human flourishing. Shaping Wealth is the global wealth industry’s premier learning and training platform powering human-first financial guidance. Alai Studios is a unique interdisciplinary practice, bringing unmatched experience from the creative, cognitive and technical worlds to work with AI.

Behavioral Finance + Artificial Intelligence

Brian Portnoy

Brian, Ph.D., CFA is the founder of Shaping Wealth. He has written multiple widely-acclaimed and bestselling books on the psychology of money, including The Geometry of Wealth. He has an extensive background in investing and investor education, and earned a PhD at the University of Chicago.

Andrew Smith Lewis

Andrew is the founder and CEO of Alai Studios. He is a pioneer in leveraging AI to advance human capabilities, with over two decades of experience at the intersection of brain science, AI, and industry innovation, he has co-invented a transformative learning platform, holds nine patents, and previously served as the Founding Chief Innovation Officer of CAIS, where he led the creation of an AI-powered learning platform.

Sarah Weisinger

Sarah is Head of Strategy and Operations at Alai Studios, driving growth in the AI landscape. With a 23-year tenure at The Walt Disney Company, she held various senior roles, including SVP & Publisher of Disney Publishing Worldwide. Sarah's expertise in strategic leadership, technology implementation, and fostering employee-centric cultures has revitalized businesses across industries.

Neil Bage

Neil is a co-founder of Shaping Wealth. As an expert at bridging complex behavioral science with practical, tech-enabled application, he has served as a Chief Behavioral Officer for a UK-based financial planning firm and founded an award-winning behavioral technology business. He speaks throughout the world on human evolution and behavioral psychology.

Joy Lere

Joy, Psy.D., is a co-founder of Shaping Wealth. She is a licensed clinical psychologist and an expert in human behavior. She has held research and clinical positions at multiple institutions including Penn Medicine Princeton Health and has served as an Assistant Clinical Professor in Clinical Psychology at George Washington University.

Iain Harlow

Iain, Ph.D., CSci is the Chief AI Officer at Alai Studios. An accomplished scientist and business leader, Iain has spearheaded the practical application of AI across domains spanning learning, insurance and finance. His academic background is rooted in transformative cognitive science research at UC Davis and a PhD in Neuroinformatics from the University of Edinburgh.

Meghaan Lurtz

Meghaan, Ph.D. is the head of Learning Strategies at Shaping Wealth. She is a leading global expert on the psychology of financial planning and currently serves on multiple financial technology boards bringing together finances and mental health. She is an active speaker, writer, and researcher focused on the intersection of money and psychology.

Patrick Bergstrom

Patrick is the Head of Technology and Infrastructure at Alai Studios. As a seasoned engineering leader with over 20 years of experience in retail and healthcare, he was the former Technology Executive at UnitedHealth Group. Patrick specializes in transformational projects, agile methodologies, and cloud technologies. He holds a patent in NLP and has a track record of scaling organizations from POC to hundreds of thousands of users.

Brian Portnoy
Brian, Ph.D., CFA is the founder of Shaping Wealth. He has written multiple widely-acclaimed and bestselling books on the psychology of money, including The Geometry of Wealth. He has an extensive background in investing and investor education, and earned a PhD at the University of Chicago.
Andrew Smith Lewis
Andrew is the founder and CEO of Alai Studios. He is a pioneer in leveraging AI to advance human capabilities, with over two decades of experience at the intersection of brain science, AI, and industry innovation, he has co-invented a transformative learning platform, holds nine patents, and previously served as the Founding Chief Innovation Officer of CAIS, where he led the creation of an AI-powered learning platform.
Sarah Weisinger
Sarah is Head of Strategy and Operations at Alai Studios, driving growth in the AI landscape. With a 23-year tenure at The Walt Disney Company, she held various senior roles, including SVP & Publisher of Disney Publishing Worldwide. Sarah's expertise in strategic leadership, technology implementation, and fostering employee-centric cultures has revitalized businesses across industries.
Neil Bage
Neil is a co-founder of Shaping Wealth. As an expert at bridging complex behavioral science with practical, tech-enabled application, he has served as a Chief Behavioral Officer for a UK-based financial planning firm and founded an award-winning behavioral technology business. He speaks throughout the world on human evolution and behavioral psychology.
Joy Lere
Joy, Psy.D., is a co-founder of Shaping Wealth. She is a licensed clinical psychologist and an expert in human behavior. She has held research and clinical positions at multiple institutions including Penn Medicine Princeton Health and has served as an Assistant Clinical Professor in Clinical Psychology at George Washington University.
Iain Harlow
Iain, Ph.D., CSci is the Chief AI Officer at Alai Studios. An accomplished scientist and business leader, Iain has spearheaded the practical application of AI across domains spanning learning, insurance and finance. His academic background is rooted in transformative cognitive science research at UC Davis and a PhD in Neuroinformatics from the University of Edinburgh.
Meghaan Lurtz
Meghaan, Ph.D. is the head of Learning Strategies at Shaping Wealth. She is a leading global expert on the psychology of financial planning and currently serves on multiple financial technology boards bringing together finances and mental health. She is an active speaker, writer, and researcher focused on the intersection of money and psychology.
Patrick Bergstrom
Patrick is the Head of Technology and Infrastructure at Alai Studios. As a seasoned engineering leader with over 20 years of experience in retail and healthcare, he was the former Technology Executive at UnitedHealth Group. Patrick specializes in transformational projects, agile methodologies, and cloud technologies. He holds a patent in NLP and has a track record of scaling organizations from POC to hundreds of thousands of users.

Lydia Story

Why Lydia? The Human Experience of Money

The idea behind "Lydia" connects the history of money's human impact to its future: The name derives from the very first coin discovered in the 7th century BCE in modern-day Turkey, what was then the Lydian Empire. Money - metal coins, paper bills, and digital signals - is not only a financial instrument but a means of social engagement and an emotional lightning rod. We have imagined Lydia AI as your clear-eyed "guide" along this increasingly complex human journey, navigating difficult decisions with an eye toward security and peace of mind.

NEXT STEPS

Founding Strategic Partners Wanted

We are currently working with a small and select group of top-tier independent advisory firms to bring LYDIA to market. Our Founding Strategic Partners get early and exclusive access, custom data engineering and integration work, and the full attention of our technical and product teams. If this sounds like you, send us an email at meetlydia@alaistudios.com