Intellectus Launches Dedicated Client Engagement Team to Help Define the Next Generation of Client Experience in the AI Era
Intellectus Partners today announced the launch of a dedicated Client Engagement team, a new function designed to transform how clients experience and engage with the firm across its people, technology, investment capabilities, services and broader ecosystem.
Intellectus Partners Spins Out Intellebox.ai and Appoints AJ De Rosa as CEO
Intellectus Partners has appointed AJ De Rosa as Chief Executive Officer of Intellebox.ai, effective October 1, 2025. The move marks Intellebox’s transition from an internal innovation to an independent company serving the advisory and wealth management industry.
