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Jonathan Michael

Jonathan Michael Profile Photo

Director of Growth @TIFIN AXIS

Jonathan has 10+ years of experience as both an EdTech and WealthTech founder. After founding startups and consulting for leading wealth managers as a go-to-market leader and product builder he's now at TIFIN AXIS solving wealth management's biggest scaling challenge—giving firms an AI-powered digital workforce that takes on the operational heavy lifting. He sees a future where every advisor has a team of AI workers amplifying their expertise, allowing them to serve more clients more deeply than ever before. Jonathan is an avid runner and passionate about pushing the boundaries of personal development. He writes a weekly LinkedIn newsletter called "Wealth Management Prompts" and interviews leaders in Wealth on his YouTube channel called "AI for Wealth".

Dec. 18, 2025

Money Matters Episode 339-AI Workers, Not Chatbots: How Advisors Scale with Digital Co-Workers W/Jonathan Michael

What if financial advisors didn’t just use AI tools—but had AI workers supporting their business? In this episode of Money Matters, host Chris Hensley is joined by Jonathan Michael, Director of Growth at TIFIN AXIS, to unpack what AI agents really are, how they differ from chatbots, and why they…