About Nexhelm AI

The AI coworker for wealth management — transforming how financial advisors work with intelligent automation.

Our Vision

Nexhelm AI envisions a future where AI serves as an indispensable copilot for financial advisors — not replacing human expertise, but amplifying it. We're building a digital coworker that handles the operational complexity of wealth management, freeing advisors to focus on what truly matters: understanding their clients' aspirations and guiding them toward financial success.

Meet the Team

Founded by former Amazon engineers and a financial services veteran.

Lona Yu

Lona Yu

Co-Founder and CEO

LinkedIn
Nolan McCafferty

Nolan McCafferty

Co-Founder and CTO

LinkedIn
Brian Abatemarco, CFP®

Brian Abatemarco, CFP®

Founding Head of Sales

LinkedIn

Ready to Get Started?

See how Nexhelm AI can transform your wealth management practice with a personalized demo.

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