Advisor Innovation Labs
We harness mobile, social, cloud, and big data innovations to deliver Systems of Engagement apps and smart products directly in the context of the daily lives of clients and real-time workflows of advisors, employees and partners.
Founder & CEO
After immersing himself in the financial technology sector for the past quarter of a century, Mike reached a pivotal conclusion. Rather than a competitive advantage, advisor technology has become a homogeneous burden. Instead of strengthening the advisor client bond, technology has threatened relationships. Mike sought to reverse these trends. In doing so, he created a new FinTech category A.I. Labs. Based in Bryn Mawr, Pennsylvania, the design thinkers, architects and engineers of A.I. Labs are building a system of engagement that connects and adds value to the financial technology already being used.
Prior to founding A.I. Labs, Mike served as Chief Operating Officer for eMoney Advisor, a Fidelity Investment company, and BizEquity, sharing leadership responsibility with the CEO’s for managing growth. He also spent over a decade holding leadership positions at MassMutual Financial Group, including Vice President of Operations, MML Services, MassMutual’s Broker/Dealer.
Mike currently serves on the Board of Cuddle My Kids, a non-profit, and formerly on the Board of the Wings Foundation. He holds both his MBA and BA from the University of Massachusetts. Mike is a Combat Marine Veteran, having served active duty in the Persian Gulf War.
Founder & President
Lori Hardwick brings more than 25 years of experience of working in the financial industry as a prominent voice for financial services. As Founder & President of AI Labs, launched in 2017, Lori is leading the organization with her passion for providing impactful and innovative solutions to the advisory industry.
Most recently, Lori served as Chief Operating Officer for Pershing, sharing leadership responsibility with the CEO for managing the Pershing family of companies.
Previously, Lori was Group President of Advisory Services for Envestnet, overseeing all of its enterprise relationship management, institutional and global advisory sales, and strategic partnerships. She had been with Envestnet since its founding in 2000.
In 2016, Lori was named to the “Women to Watch” list by InvestmentNews and also, made the 2016 Investment Advisor’s list of the 25 most influential people in the financial industry. Also, Lori was named one of the “50 Most Influential Women in Private Wealth” by Private Asset Management magazine in 2015 and one of the “50 Top Women in Wealth” by AdvisorOne in 2011. Lori currently serves on several boards including serving as a co-chair for the Executive Council for MMI’s Women in Wealth board.