Wells Fargo AI Teammate

AI Teammate is a chat-based AI capability inside Wells Fargo’s Advisor Gateway that helps advisor teams search and summarize information from the firm’s core resource center. It launched on 2026-07-15.¹

Wells Fargo’s newsroom published a release dated 07/15/2026 announcing the launch of AI Teammate, “a new artificial intelligence (AI)–powered capability embedded within Advisor Gateway.”¹

The release says: “AI Teammate introduces a chat-based experience embedded within the firm’s central technology platform, Advisor Gateway.” In its initial phase, “AI Teammate helps teams search and summarize information from WFA’s core resource center,” including plain-language search, guided workflows, and next steps.¹

It also says AI Teammate “will be available to financial advisors across all Wealth & Investment Management (WIM) advisor channels, including independent advisors who are part of Wells Fargo Advisors Financial Network, “FiNet.””¹

The release names Sol Gindi, head of the WIM Client Relationship Group and Wells Fargo Advisors; Andre Mansour, head of WIM AI; and Eve Varner, head of the WIM Chief Product Office.¹

An “About Wealth & Investment Management” section in the same release says WIM is “one of the largest wealth managers in the U.S., with $2.4 trillion in client assets.” That figure is company-reported.¹

Later interview figures (company-reported)

A Banking Dive interview with Andre Mansour, published November 10, 2026, includes figures that do not appear in the July 15 launch release. In that interview, Mansour describes Advisor Gateway as “a single platform with over 200 tools for an adviser to use daily,” says “We just launched this past quarter. We have had hundreds of thousands of interactions,” and says meeting preparation “used to take multiple hours sometimes” and “now it can easily take a couple of prompts.” He also says Wells has “already deployed a consumer AI solution, Fargo, which has had over a billion interactions thus far.” Those statements are interview / company-reported claims.²

Sources

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Footnotes

1. Wells Fargo Newsroom - Wells Fargo introduces AI Teammate, bringing AI-powered support to the advisor experience. Wells Fargo, official, retrieved 2026-11-13. ↩ ↩² ↩³ ↩⁴ ↩⁵ ↩⁶

2. 8 questions for the Wells Fargo wealth unit’s AI chief - Banking Dive. Banking Dive, third-party, retrieved 2026-11-13. ↩