Grades describe a company’s AI use, not the quality of its services.
Purchase, NYFinancial advisorsPublicly using AI since 2026

Seacrest Wealth Management

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How they use AI

Set AI governance covering vendor due diligence, data handling, and formal client disclosures before deploying AI tools.

Reported in the pressEvidence reviewed

Built an internal AI tool that turns portfolio data and market context into client-ready performance analysis in minutes.

Reported in the pressEvidence reviewed
What these evidence labels mean

Why this grade

Grade updated

This business has access to industry-standard AI tools, uses AI in important financial planning and investment work and checks AI work for safety and mistakes.

AI-use signals

Has access to industry-standard AI tools

Uses AI in important financial planning and investment work

Checks AI work for safety and mistakes

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. How many of your staff use AI, and how are they trained?
  2. Is AI connected to your systems and records, or used on its own?
  3. 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 Seacrest Wealth Management uses AI

Hi Seacrest Wealth Management team,

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

1. How many of your staff use AI, and how are they trained?
2. Is AI connected to your systems and records, or used on its own?
3. 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.

Seacrest Wealth Management AI adoption profile — They Use AI