WealthSimAI gives finance programs a way to put students in front of realistic client conversations before they ever meet a real client, with every conversation and portfolio automatically graded and a professor able to review or override any result.
WealthSimAI runs alongside a curriculum as a class exercise, not a replacement for it. Professors create a class, get a join code, and invite students by code or email. Scenarios are organized across six progressive levels: client discovery, investments, insurance, tax, retirement, and estate, with 25+ AI personas including couples scenarios.
Students interview an AI client to uncover goals, constraints, and risk tolerance, build a simulated portfolio using live market prices, and respond to the client's follow-up questions and objections, the same loop a working advisor goes through with a real client, without real capital at risk.
Every conversation is scored on discovery, suitability, clarity, empathy, and accuracy. Every portfolio and trade is scored separately, 0 to 100, against the client's mandate. Class-level analytics show trends over time and which rubric criteria students are strongest and weakest on.
Beyond the built-in persona library, professors can generate custom AI client personas for scenarios specific to their own curriculum.
From a class roster to a finished gradebook, in four steps.
Bring a class roster in whatever format already exists. Paste it in or upload it, WealthSimAI maps the columns automatically, and the professor previews the mapping before any invite goes out.
Build an assignment from the available client scenarios. Assignments can be cloned across multiple classes instead of rebuilt each semester, and completion is tracked automatically.
Most grades don't need a second look. The review-by-exception queue surfaces only the ones flagged as borderline or unusual, so professors spend their time where it matters.
Pull results as a CSV, or as a Brightspace-format gradebook CSV export for direct import into the LMS gradebook.
WealthSimAI is in an invite-only beta. Finance programs interested in a pilot can request access below.
Request beta access to pilot WealthSimAI with a class.