Episode summary
The WealthStack Podcast: How AI Is Reshaping Private Market Investing with Anna Joo Fee
Summary
Private markets are moving from a niche allocation to a core portfolio discussion, but the workflow around them is still fragmented, manual, and hard to explain. Anna Joo Fee, CEO and founder of Goodfin, argued that the biggest problem is not just access to pre-IPO and other private opportunities, but helping advisors and investors understand structure, liquidity, tax, and portfolio fit well enough to act on them.
She said AI can matter more in private markets than in public markets because so much of the data is siloed in documents, data rooms, and experts’ heads. In her view, the real unlock is agentic AI that can support research, document analysis, education, proactive alerts, and investment execution within clear guardrails, rather than a simple chatbot layered on top of old systems.
Fee also emphasized that advisor judgment still matters and may become more valuable as AI improves. Goodfin’s roadmap extends beyond pre-IPO access into broader private wealth, including QSBS and, eventually, closer coordination between investing, tax, planning, trusts, and estates.
Key takeaways
- Anna Joo Fee said private markets need both access and context, because access alone does not make an opportunity usable for an investor.
- Fee argued that AI is more transformative in private markets than in public markets because the underlying data is fragmented and often unstructured.
- She said Goodfin’s approach uses multiple agents for research, document review, alerts, and execution, not just a chatbot.
- Fee expects advisor judgment and guardrails to become more important, not less, as AI takes over more routine work.
- She said the near-term opportunity is to start with low-risk internal workflows before moving to client-facing AI tools.
Notable quotes
“private markets and alternative investments. Not just how AI can help investors research opportunities faster, but how it could actually reshape access, education, due diligence, portfolio construction”
“we are building at the intersection of AI and private wealth. Uh so Goodfin is an AI-native wealth platform geared towards private market investing”
“the transformative impact of AI in private markets, I think will potentially be even greater, right? Medium to long term because once you build those pipes”
How the episode opens
Today, eight out of 10 advisors use AI. Advisors who use Jump not only save 10 to 15 hours per week on note-taking, but also elevate the end-to-end client experience from onboarding new clients to meeting follow-up. If you're not using Jump, you're not getting the most out of your AI platform.
Learn more at jump.ai. Welcome to the WealthStack podcast. I'm your host Shannon Rosic, the director of WealthStack Content Solutions, and today we're looking at AI through a very specific lens, private markets and alternative investments.
Not just how AI can help investors research opportunities faster, but how it could actually reshape access, education, due diligence, portfolio construction, and the entire experience around investing in private companies. And look, private markets have historically been relationship-driven, opaque, and just hard to navigate. And at the same time, advisors are facing growing client demands for alternatives, more interest in pre-IPO companies, and a need to explain complex opportunities in a way that is both sophisticated and understandable.
So, to help us unpack all of that, I'm joined by Anna Gufi, CEO and founder of Goodfin, and Anna is building at the intersection of AI, private markets, and wealth management with a platform focused on bringing more intelligence, transparency, and accessibility to private market investing. And hey, Anna also recently joined us at Wealth Management Edge for a conversation on AI use cases and alternatives. So, I'm certainly excited to continue that conversation today.
So, Anna, welcome to the show.
Thank you so much for having me, Shannon. — Absolutely. So, I've been very much looking forward to extending the conversation that we had on site at Edge, but I want to start with what will probably be the hardest question that you will get this entire conversation, and that is what makes Anna, well, Anna, both personally and professionally.
From the episode’s captions: roughly the first two minutes, lightly cleaned. Keep watching on YouTube →
Topics
- ai for private markets
- agentic ai workflows
- private market education and due diligence
- advisor guardrails and trust
- pre-ipo and alternatives investing
Companies and tickers mentioned
- Goodfin
Watch the episode
Summary, takeaways and quote selection by Octagon. Quotes are short excerpts; the full conversation is in the episode.
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