AI transition engine for wealth management that moves advisor books in days, not months
AI-native Loan Origination System for banks and lenders
Stage
Not given
Not given
Founded
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2023
Based in
US
US
Pricing model
Contact for pricing
Contact for pricing
Pricing
Meeting Assistant: Per-seat, free tier to start. Document Intelligence: Per-seat, pay for what you use, free tier to start. Client Onboarding: Per-seat for advisors, custom for firms. Enterprise contracts available for broker-dealers, custodians, and large RIAs tied to advisor and household volume.
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Key features
Automated document extraction from brokerage statements, tax forms, and equity compensation documents
Pre-filled client forms reducing manual data entry
Integration with Gmail, Outlook, Zoom, Teams, and Google Meet
ROI modeling based on time-savings and retained AUM
SOC 2 Type II compliance
AI-powered digital loan application with 3x higher conversion rates
24/7 AI loan assistant responding within 2-3 minutes