Raghid Nami

I've spent 10 years building technology for wealth management, most of it close to the people who use it every day. I started on a trading desk, working with investors from their first account to large, complex positions. Fixing broken processes on the side is what pulled me into technology. Since then, I've led product for wealth management software used by thousands of advisors and their teams, across reporting, portfolio management, client portals, data, integrations and AI. I've taken products from idea to launch, rebuilt others around how people actually work, and spent a lot of time with advisors, operations teams, corporate directors, compliance and engineers trying to get to the same answer. Today I lead product at a WealthTech startup, building software for advisors and portfolio managers. I also run a small consulting practice that helps businesses automate their workflows and implement the right systems. Across all of it, I've learned that good technology removes steps. If a tool adds work, people quietly stop using it, no matter how good the demo was. I've spoken about wealth management, technology, and AI at conferences, published articles and webinars, and I write here about investments, wealth management, technology, and AI.I speak English, French and Arabic, and I'm always happy to talk with advisors, business owners and operators and people building in this space.