About Wealth Recon
Built by a returning private banker. For licensed advisors. About the meeting that has not happened yet.
Why this exists
Prospect research is the highest-leverage hour an advisor spends and the most time-consuming. An advisor at a private bank or a Registered Investment Adviser firm can spend three hours pulling together a single prospect read, only to discover that the prospect does not even meet the firm's investable-assets threshold. Generic artificial-intelligence tools accelerate the work but introduce a worse failure mode: hallucinated facts that look real, with no source backing, that shape an advisor's first impression in the wrong direction.
A bad first meeting is hard to recover. A wrong fact in a first meeting is harder. The conversation that turns on the wrong information loses the relationship before the advisor learns the relationship was on the line.
Wealth Recon was built around a simple premise: an advisor should never walk into a meeting with bad information.
The competitive moat
Artificial intelligence is forcing financial advisors to scale more to grow more, or risk being let go. The advisors who outperform across the next five years are the advisors who use artificial intelligence to spend less time on research and more time on relationships. Prospect research is the most time-consuming part of the work and the highest-leverage hour an advisor spends; automating it well is how an advisor stays relevant in the new age of artificial-intelligence advising.
The integrity dimension is the moat. Generic large-language-model tools hallucinate. They produce fluent, confident, plausible prose grounded in nothing. The advisor who walks into a meeting with that output walks in worse than blind, because they think they know things they do not.
Wealth Recon's answer is the multi-model verification gauntlet. Five different artificial-intelligence labs touch every dossier (Anthropic, Google, Perplexity, xAI, plus the public Securities and Exchange Commission Form ADV bulk download). Different models from different labs disagree more often than the same model checking its own work. We use that disagreement as a feature: a claim that survives Anthropic Claude Opus 4.7 drafting plus Perplexity Sonar Pro citation verification plus xAI Grok-4 adversarial review is a claim worth carrying into a meeting.
Every claim carries a verifiable public source. Every signal traces back to a verifiable record. Every estimate names its own confidence. The Source Manifest at the back of every dossier is a flat ledger; the compliance officer reads it as proof.
The advisor walks in knowing.
Who built this
Bryce Randall is a West Point graduate, an eleven-year United States Army officer (Infantry, then Military Intelligence, ending as Company Commander at the National Security Agency in Texas), retired Captain. Chicago Booth Master of Business Administration, Class of 2026. Returning to JP Morgan Private Bank in Chicago as a Private Banker on July 6, 2026.
The financial-literacy mission underneath this product was seeded by a soldier's suicide from financial instability during a counter-narcotics deployment. The mission carries through Bryce's role as Board Secretary and Podcast host for Smart with a Heart, his volunteer work with Tutor Chicago on financial literacy, and his Accredited Financial Counselor credential. Wealth Recon is the commercial side of the same mission: when an advisor walks into a meeting prepared, the conversation that follows is more honest, the recommendation that emerges is better, and the client at the end of it ends up better served.
Bryce is solo on Wealth Recon. The architecture is one-person manageable by design. Friends-phase scope is intentional; the V2 build prioritizes the small set of capabilities a working advisor actually needs over the long list of capabilities a venture-backed competitor would build.
What this product is not
Wealth Recon does not provide investment, tax, legal, or insurance advice. It is not a fiduciary. It is not a registered representative. It is research infrastructure for licensed advisors who carry those obligations themselves.
Wealth Recon does not target unlicensed self-directed investors. The signup gate runs FINRA BrokerCheck plus the Securities and Exchange Commission Investment Adviser Public Disclosure database; access is reserved for licensed advisors plus a small set of advisors-in-transition Bryce reviews manually.
Wealth Recon is not the hero of any meeting it supports. The advisor is. The advisor brings the relationship, the judgment, the trust, and the recommendation. We bring the research that lets the advisor walk in knowing.
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