Silicon Valley-based RIA Launches Independent AI Platform for Advisory and Wealth Firms

SAN FRANCISCO: Intellectus Partners has appointed AJ De Rosa as Chief Executive Officer of Intellebox.ai, effective October 1, 2025. The move marks Intellebox’s transition from an internal innovation to an independent company serving the advisory and wealth management industry.

Intellectus Partners is an independent registered investment adviser founded by entrepreneurs for entrepreneurs.

Developed within the Intellectus incubation group, Intellebox.ai is a full stack artificial intelligence platform designed to serve as the Advisor's Intelligence Operating System - a unified platform that connects every part of the modern advisory firm through intelligent engagement, AI agents, and automation.

Built for financial advisory and research firms, it helps transform intermittent client engagement and fragmented workflows into a more connected ecosystem that enhances advisor efficiency and improves client communication.

"As a Co-Founder of Intellebox.ai, AJ's deep fintech expertise was key as he helped incubate and design Intellebox.ai from the ground up," said David J. La Placa, Founder and CEO of Intellectus Partners. "His appointment signals Intellebox’s evolution from a stealth stage innovation to a venture scalable company - entering the next phase with institutional customers and commercial acceleration."

De Rosa brings nearly three decades of leadership experience in AI, fintech, and enterprise growth. He previously served as Chief Revenue Officer at Evolv Technologies, where he helped grow revenues from $2 million to more than $70 million in annual recurring revenue and expanded the company’s market capitalization to over $1 billion during its public listing.

"Intellebox was built inside Intellectus to solve real challenges faced by advisors," said AJ De Rosa. "Now we’re preparing to bring it to market as a standalone platform, already live with multiple firms."

After years of development and investment in AI infrastructure, Intellebox is now operating independently and has begun rolling out to its second customer. The platform is an intelligent engagement ecosystem that fuses human expertise with AI intelligence to redefine how advisors engage and serve clients, manage operations, and ensure compliance.

Intellectus Partners is a member of the Dynasty Financial Partners network of independent advisory firms. Dynasty and its affiliates are separate and unaffiliated entities.

About Intellebox

Intellebox helps advisory and research firms automate client engagement, streamline workflows, and strengthen compliance oversight. Built by Intellectus Partners, it combines AI-driven automation with human expertise to improve efficiency and service quality. Learn more at intellebox.ai.

About Intellectus

Founded in 2015, Intellectus Partners serves entrepreneurs, innovators, and families with integrated investment strategy, wealth planning, venture advisory, and family-office services. The firm is headquartered in San Francisco, with presence in the Northeast, Mid-Atlantic, and Southern California. Intellectus is a member of the Dynasty Network of independent advisory firms.

Disclosure

Intellectus Partners, LLC ("Intellectus") is an SEC registered investment adviser. Registration does not imply any particular level of skill or training. Intellebox.ai is a technology platform developed within Intellectus Partners and is not a registered investment adviser or broker dealer. The information herein is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security.

Fonte: Business Wire