Grades describe a company’s AI use, not the quality of its services.
San Francisco, CAFinancial advisorsPublicly using AI since 2025

Israilov Financial

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How they use AI

Uses an AI note-taking feature in video calls to document client meetings.

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Why this grade

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This business uses AI in important financial planning and investment work.

AI-use signals

Uses AI in important financial planning and investment work

Useful questions to ask

Before you hire

Public information does not yet cover these parts of how this business uses AI. Ask them directly.

  1. Which AI tools built for financial planning and investment work do you use?
  2. How many of your staff use AI, and how are they trained?
  3. Is AI connected to your systems and records, or used on its own?
  4. How do people review AI output and protect client financial information?
  5. What results have you seen, such as better quality, faster work, or lower cost?

Ready-to-send message

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Subject: Question about how Israilov Financial uses AI

Hi Israilov Financial team,

I'm considering working with your business and would like to understand how you use AI.

1. Which AI tools built for financial planning and investment work do you use?
2. How many of your staff use AI, and how are they trained?
3. Is AI connected to your systems and records, or used on its own?
4. How do people review AI output and protect client financial information?
5. What results have you seen, such as better quality, faster work, or lower cost?

Thank you.

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This grade is about how the business uses AI. It is not a grade for the quality of its work or any one employee.