Last updated Jun 9, 2026
About
Destiny Intelligence is an AI company purpose-built for wealth advisory, founded within the Destiny family of companies that include independent RIAs Destiny Wealth Partners and Destiny Family Office. Its products, including advisor digital twins, client intelligence agents, onboarding automation systems, and the Destiny AI Operating System, are being developed, tested, and refined inside a working advisory practice before being offered to peer firms.
Corporate Family
Destiny Intelligence
- Tom RuggieFounder and CEO
- Sean BeierlyHead of AI Products and Platform
