PRACTICAL AI
From AI possibility
to everyday practice.
Where AI agents can create value, how to choose a useful starting point, and what it takes to move beyond the demo.
ENTREPRENEUR / ATTORNEY / SPEAKER
THE FUTURE
DOESN’T
WAIT.
Multi-hyphenated,
highly caffeinated.
RAMONA ORTEGA, J.D. / IN HER ELEMENT
ALWAYS CURIOUS.ReWire™System Shift
Explore the course
IDEAS IN MOTION.Connecting ideas.
Building opportunity.
Building opportunity.
I connect AI, business, and human possibility—so more people can help shape what comes next.
RECOGNITION / IDEAS IN GOOD COMPANY
01 / WHAT I WRITE & SPEAK ABOUT
Ideas worth exploring.
Perspectives worth sharing.
I write and speak about AI, systems thinking, responsible innovation, and the future of finance—connecting a founder’s experience with an attorney’s perspective. These are the questions I explore in my articles, talks, and AI training for leaders and builders.
From AI possibility
SYSTEMS THINKING
See the connections.
Change the outcome.
Look beyond individual tools to the people, incentives, and workflows that determine whether change actually works.
RESPONSIBLE INNOVATION
Build for trust
from the beginning.
Bring legal judgment and a founder’s perspective to AI governance, accountability, and the decisions that shape adoption.
THE FUTURE OF FINANCE
Smarter systems.
Wider opportunity.
Explore the intersection of AI, financial access, and entrepreneurship—and who gets to participate in the next economy.
THE BUILDER / THE ENTREPRENEUR
I don’t just talk
about what’s next.
I build it.
From human rights to financial access to AI, my work connects people, capital, and the systems that shape opportunity.
WealthBuild
Building agentic AI for financial services, with practical workflows, governance, and human oversight at the center.
My Money My Future
A financial literacy and inclusion platform built for multicultural and millennial communities.
Capital for the Culture
Bringing sports, music, festivals, and finance together to build relationships and expand access to capital.
Cidadao Global
Part of a path in founding and leading organizations that began in human rights and continues through entrepreneurship.
Thrive Initiative
Opening the conversation about investing. Led the THRIVE new-investor campaign in partnership with the Nasdaq Foundation.
Building beyond
my own ventures.
Founding-team experience at digital bank Azlo and board service at Camino Financial, bringing a founder’s perspective to financial access.
FOUNDER’S INSTINCT. LEGAL MIND. HUMAN LENS.
02 / MEET RAMONA
Different worlds.
One bigger picture.
Ramona Ortega, J.D., brings a founder’s experience and an attorney’s judgment to the conversation about AI.
As founder and CEO of WealthBuild, she works at the intersection of artificial intelligence and financial access. She previously founded My Money My Future, a financial literacy and inclusion platform, and was part of the founding team at digital bank Azlo.
Her background spans securities litigation, work at the U.S. Securities & Exchange Commission, and entrepreneurship. That range informs a simple question: how do we build systems that work better for people?
Recognized among Crain’s 2020 Notable Women in Financial Advice and Latino Leaders’ 100 Most Influential Latinas, she brings perspective across technology, capital, and culture.
Connect on LinkedInOFF STAGE / STILL CURIOUS
Multi-hyphenated.
Highly caffeinated.
Fully human.
California Born. Brooklyn Raised.
A California native, Ramona has called Brooklyn home for almost 30 years.
She’s a mother, a meditator, and a solo traveler who is forever curious. She was a chef in another lifetime—and still loves to cook.
Keeping happiness high is Canelo, her Brussels Griffon and Chief Happiness Officer.
MOTHERHOODMEDITATIONCOOKINGSOLO TRAVELCANELONEURODIVERGENTQUANTUM PHYSICS
ReWire™SYSTEMS CHANGE COURSE · 4 WEEKS
ReWire™ the systems
that run your business.
A systems thinking approach to successful AI deployment. Learn to become an AI-native company by connecting people, knowledge, and workflows—and make AI a practical part of how you work.
EnrollAI for Good
FOR INDIVIDUALSBuild your
Build your
AI confidence.
Skill up for your next chapter. Understand how AI systems work, practice on a real workflow, and learn to evaluate the results yourself.
FOR SMALL-BUSINESS OWNERSRework how
Rework how
your business runs.
Identify where AI can help, organize the knowledge your business relies on, and build a practical system around work that matters.
FOR COMPANIES & TEAMSBring your people
Bring your people
into the deployment.
Help employees understand, adopt, and operate your AI systems—with clear responsibilities, human review, and a shared way to improve.
THE COURSE THESIS
AI works when the business has structure.
Everyone responsible for running a business must become a systems thinker. Define “good,” design the workflow, and build to improve.
SCALING WITH AI / LEARN BY BUILDING
Four weeks. One business system.
- 01
See
Map the problem, desired outcome, workflow, owner, and definition of “good.”
AI readiness baseline + Opportunity Brief - 02
Context
Organize documents, practical know-how, permissions, and the information your AI needs.
Knowledge system + evaluated RAG prototype - 03
Build
Create a documented operating procedure, reusable skill, and workflow that connects people and AI.
Working specification + workflow prototype - 04
Improve
Test, govern, observe, and measure. Design a feedback loop that helps the system improve.
AI-Ready Business Systems Blueprint
YOUR TAKEAWAY / THE AI-READY BUSINESS SYSTEMS BLUEPRINT
You leave with an operating blueprint—not a tool list.
Redesign one real workflow, with a knowledge blueprint, AI operating procedure, reusable skill, controls, and a 90-day implementation roadmap.
03 / WORDS & CONVERSATIONS
Ideas, out in the world.
Writing by Ramona, alongside interviews, profiles, and conversations on AI, money, and opportunity.
FEATURED IN
TechCrunchWRITING / 2017
The Women’s March and diversity in tech
Read articleTechCrunchWRITING / 2015
Developing Targeted Initiatives for Women of Color in Tech
Read articleTechCrunchWRITING / 2015
Reg A+ and access to startup capital
Read articleZORAWRITING / 2019
Fintech May Hold the Key to Closing the Racial Wealth Gap
Read articleFinancial PlanningFEATURE
Ramona Ortega, J.D. — contributor profile
Read articleIBMCONVERSATION / 2025
Building smarter, accessible wealth management through agentic AI
Explore the conversationCFA Society New YorkCONVERSATION / 2023
Generative AI: myths and opportunities
Explore the conversationNasdaqFEATURE / 2023
Closing the racial wealth gap through technology and community
Read articleForbesFEATURE / 2017
How this CEO is turning knowledge into financial leverage
Read articleSo MoneyCONVERSATION / 2019
Ramona Ortega, J.D., on financial education and opportunity
Explore the conversation04 / LET’S GET IN THE ROOM
A fresh perspective
for your next
big conversation.
Planning a talk, panel, presentation, or AI training? Bring Ramona in to help your team understand AI, rethink systems, and put new ideas into practice. Tell us what you want your audience to learn.
Book Ramona
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