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Satovsky, Jonathan
CEO and Chief Behavioral Coach
RIAs: Less Than $10 Billion AUM/AUA
Luminaries 2026 Impact Statement
Jonathan Satovsky is the CEO and Chief Behavioral Coach of Satovsky Asset Management, a boutique fiduciary wealth management firm recognized for its innovative approach to helping clients achieve both financial success and personal fulfillment. Over the past year, Jonathan has distinguished himself through thought leadership that bridges wealth management, behavioral finance, and emerging technology. His most notable achievement has been the design and launch of FinDash.ai, an AI-powered financial wellness platform created to help individuals, families, and advisors gain greater clarity, organization, and confidence in their financial lives. Built on decades of experience in behavioral coaching and financial planning, FinDash.ai reflects Jonathan's belief that technology should enhance human decision-making, not replace it.
