JIFFYAI, a leading AI technology company transforming wealth management through intelligent data foundation and AI-powered experiences, today announced that Larry Roth has joined its Advisory Board.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260603511632/en/
Larry Roth
One of the industry’s most respected leaders and innovators, Larry brings decades of executive leadership, strategic advisory, investment banking, and entrepreneurial experience. As Founder and Managing Partner of Ascentix Partners, he advises wealth management firms, fintech companies, and investors on growth, transformation, mergers and acquisitions, and strategic execution.
Throughout his distinguished career, Larry has served as CEO of Advisor Group (now Osaic) and Cetera Financial Group—two of the largest independent wealth management organizations in the United States. He has led transformational growth initiatives, structured numerous value-creating transactions, and helped shape the evolution of the modern wealth management ecosystem.
Larry joins JIFFYAI at a pivotal moment for the wealth management industry, as firms seek new ways to harness AI, unify fragmented data ecosystems, and create more seamless experiences for advisors and clients while driving greater operational scale.
“The wealth management industry is entering a defining era where competitive advantage will increasingly come from industry-specific AI capabilities rather than generic technology,” said Larry Roth. “Firms need solutions that understand the realities of advisory businesses—from complex workflows and regulatory requirements to multi-custodian operations. JIFFYAI has built a strong foundation that addresses these challenges while helping firms scale efficiently and deliver more connected experiences for advisors and clients. I’m excited to support the company’s vision and next phase of growth.”
JIFFYAI’s approach combines a robust data foundation with AI-powered applications designed specifically for wealth management firms. By unifying enterprise and custodial data, generating actionable intelligence, and embedding those insights into advisor and client workflows, the company helps organizations increase productivity, elevate experiences, and unlock capacity for growth.
“As AI reshapes wealth management, firms will need a trusted data foundation that enables better decisions, greater operational efficiency, and more personalized client experiences,” said Babu Sivadasan, Founder and CEO of JIFFYAI. “Larry’s leadership experience and deep understanding of the wealth management ecosystem make him an exceptional addition to our Advisory Board. His perspective will help us accelerate our mission to help firms transform fragmented data into intelligence and meaningful action.”
Larry’s decision to join JIFFYAI’s Advisory Board reflects the growing momentum behind the company’s vision for the future of wealth management—one built on unified data, intelligent experiences, and AI-driven operating leverage. The leaders and innovators of JIFFYAI today are keenly focused on helping wealth firms navigate a new era of growth, productivity, and client engagement.
About JIFFYAI
JIFFYAI helps RIAs, Broker-Dealers, Family Offices, and Banks & Trusts transform wealth management through AI-powered solutions that unify data, uplift client experiences, and unlock advisor capacity. Built on a centralized data foundation that aggregates information from custodians, CRMs, and other enterprise systems, JIFFYAI provides a single source of truth across the organization. Its solutions—including Unified Onboarding, Account Servicing, and Universal Desktop—streamline operations, improve efficiency, and enhance engagement throughout the client lifecycle. JIFFYAI’s Agentic AI capabilities further empower advisors with intelligent planning, scheduling, meeting preparation, insights, and workflow automation, enabling firms to scale personalized service, drive growth, and achieve operational excellence.
JIFFYAI — Unify Data. Uplift Experiences. Unlock Capacity.
Learn more at www.jiffy.ai
View source version on businesswire.com: https://www.businesswire.com/news/home/20260603511632/en/
Media gallery
