Humanity Labs announced that Dimple Shah has joined the company as Managing Director, Wealth, a newly created role focused on bringing AI Workforce solutions to wealth management firms.
Shah will work with RIAs, independent broker-dealers, and wealth management enterprises to help them use AI Workforce capabilities to improve operating leverage across the front, middle, and back office.
Shah brings more than 25 years of experience in wealth management, strategy, and business transformation. She most recently held a senior leadership role at Osaic and previously held executive roles at LPL Financial, Oliver Wyman, Hewlett-Packard, and PayPal. Her background includes enterprise strategy, client experience, platform transformation, and operating model design across large-scale financial services organizations.
Humanity Labs said Shah will partner closely with its engagement team to help firms identify opportunities where an AI Workforce can create capacity, improve execution, and support growth. Her work will focus on expanding partner relationships and helping wealth management firms apply AI to operations, client service, and business development.
Humanity Labs provides an AI Workforce managed service model designed to operate within a firm’s existing systems and workflows. The company’s AI Workforce can support functions such as client onboarding, account opening, compliance review, client reporting, meeting preparation, billing, alternative investment operations, and M&A support.
The appointment comes as wealth management firms increasingly move beyond standalone AI tools and look for embedded AI models that can support end-to-end workflows. Humanity Labs said its AI Workforce helps firms facing talent constraints, margin pressure, compliance demands, and rising client expectations expand capacity without adding headcount or disrupting existing technology environments.
Humanity Labs works with wealth management firms that collectively oversee more than $750 billion in client assets. The company is backed by venture firms including Google Ventures and Vestigo Ventures.
KEY QUOTES:
“Wealth management firms do not need more technology for technology’s sake. They need practical ways to create capacity, reduce complexity and help their people spend more time on the work that drives client trust and business growth. Dimple understands the opportunity, and she has led strategic growth across some of the industry’s largest platforms. Her experience and expertise will be critical as we bring AI Workforce solutions to the wealth management industry.”
Andrei Pop, Founder and CEO of Humanity Labs
“Humanity Labs is solving one of the most important opportunities facing wealth companies today: How firms can leverage AI to transform their operating model. Advisors and client-facing teams want to spend more time on personal relationships and strategy, but too often they are consumed by manual processes, fragmented systems and repetitive tasks. Humanity Labs has built an AI Workforce that delivers done work in the systems firms already use. I’m excited to help wealth management firms unlock a more human and more scalable model.”
Dimple Shah, Managing Director, Wealth at Humanity Labs
“AI can’t replace the trust, judgment and human connection at the center of financial advice. But it can remove a tremendous amount of the work that keeps people from operating at their highest potential. That is the future we are building toward, and Dimple’s leadership will help us bring that future to the wealth management industry faster.”
Andrei Pop, Founder and CEO of Humanity Labs
