In the mad rush to adopt AI, two entrepreneurs have found a gold rush of their own — training financial professionals on how to use AI to boost their productivity.
A recent profile by Bloomberg details how Felipe Sinisterra and Dave Wang built the business that they launched in July 2025, which now sees them netting $25,000 a day (1), according to Bloomberg.
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Not only that, but their clients — Wall Street banks and other global financial firms — are the kinds of firms that used to be their employers.
Building AI playbooks
Like so many successful entrepreneurs before them, Sinisterra and Wang saw what was ahead and made the jump to be there when the world caught up.
They both have backgrounds in tech and financial services. Wang, 31, interned at Blackstone, worked at Morgan Stanley and SoftBank, and then founded digital assets fund 99 Capital, later selling the fund’s general partnership, according to Bloomberg.
Sinisterra, 30, started at Facebook right out of college, then worked at Goldman Sachs, Bank of America and SoftBank, where he met Wang when they both worked as fund managers.
Their business, Wall Street Prompt, specializes in showing financial firms what’s missing from their AI playbooks. Their backgrounds in both tech and finance uniquely position them to instruct financial professionals. Their website (2) proclaims: “AI experts can’t invest. Investors can’t use AI.
We know both.”
“It was just very obvious to me,” Wang told Bloomberg. “If I’m spending about 30% of my time on developing AI playbooks, and this is clearly the best returning year I’ve ever had, this is where I should be spending 100% of my time.”
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Banks cash in on AI
Financial services firms are rushing to adopt AI, with CEOs making headline-grabbing statements about the future of banking.
JPMorgan Chase CEO Jamie Dimon recently said in a Bloomberg Television interview (3) that he thinks the firm’s future will see them “hiring more AI people and fewer bankers in certain categories, and it will make them more productive.”
HSBC CEO Georges Elhedery recently commented (4) at an investor event in Hong Kong: “We all know generative AI will destroy certain jobs and will create new jobs.”
Meanwhile, Standard Chartered global CEO Bill Winters created a stir when he made comments (4) about the firm’s move into AI and the job losses it would bring.
“It is not cost-cutting, but it is replacing, in some cases, lower-value human capital with the financial capital and the investment capital that we are putting in,” Winters said at the investor event.
Job losses have already begun. In the first quarter of 2026, Citigroup, Wells Fargo and Bank of America collectively cut more than 5,000 jobs, “despite having a record earnings season,” according to Bloomberg.
Training for the future
The Bloomberg profile of Sinisterra and Wang notes that, while financial firms are eager to embrace AI, “many bankers lack the training to use AI tools effectively, while others are stuck on outdated models.”
That’s where Sinisterra and Wang come in.
“What is happening now is that people are seeing AI as a source of edge, a source of offense,” Sinisterra told Bloomberg. “What we’ll see in the future is that people will see it as a necessity.”
At a recent training seminar for a venture capital fund in New York, Wang showed participants how to use Gemini to scrutinize pitch videos from founders. Sinisterra demonstrated how to utilize ChatGPT and Claude to analyze earnings call transcripts, “[translating] management’s spoken remarks into numerical spreadsheet inputs to forecast future financials,” Bloomberg reported.
The pair had initially planned to start a data business before they realized that they wanted to educate others.
“People kept telling us we have the tools, we just don’t know how to use them the way you do,” Sinisterra told Bloomberg. “They wanted to learn, not buy more software.”
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Bloomberg (1), (3); Wallstreet Prompt (2); South China Morning Post (4)
This article originally appeared on Moneywise.com under the title: They used to work for Wall Street banks — now they charge those same firms $25,000 a day to teach them AI
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