The wealth planning industry is experiencing a seismic shift as artificial intelligence transforms how high-net-worth individuals approach goal-based investing. With only 35% of Americans maintaining a financial plan [5], and 57% of finance professionals already deploying AI in their operations [5], the gap between technology capability and client access has never been more pronounced. WealthMunshi emerges as the premier AI-powered wealth planning platform specifically engineered for HNIs and NR