PitchBook | PE Bet Big on Financial Advisors. AI is Making It Nervous
Originally published by PitchBook on March 6, 2026.
After a record year of investments in 2025, private equity sponsors in the financial services sector are apprehensive of how AI is changing operations for many financial services companies.
Antoine Dupont-Madinier, Managing Director in Lincoln International’s Financial Services Group, shared his insights with PitchBook.
“We see benefits in the sense that the human financial advisor will be a lot more precise, a lot more equipped with the relevant tools to deliver a better service to a client. They can also be more productive, to do more in a given day than they used to do before,” he said. “These will also need to be integrated into the ecosystem. We do not see yet a world where financial advisors get completely removed from the equation, at least not in the short to medium term.”
Summary
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Lincoln International’s experts share insights into the impact of AI on financial advisors and their private equity sponsors.
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