Focal

Zeplyn

This company provides an artificial intelligence assistant that automates meeting notes, administrative tasks and workflow orchestration for financial advisors and wealth management firms.

PlannerPal

This company develops artificial intelligence workflow software for financial advice and wealth management firms to automate documentation, meeting notes and client data updates.

Zocks

This company develops an artificial intelligence platform that transcribes client conversations and automates administrative workflows for financial advisors and wealth management firms.

Fulcrum

This company develops an artificial intelligence platform to automate account management, policy checking and documentation workflows for insurance brokerages.

Slant AI

This company develops an artificial intelligence powered customer relationship management platform for financial advisors to automate client communications and data management.

Vise

This company provides an artificial intelligence platform for financial advisors to build and manage automated, personalised investment portfolios for their clients.

Pageport

This company develops an AI-native customer relationship management platform and video prospecting tools for financial advisors to automate lead conversion and client communications.

AdviseWell

AdviseWell provides an AI-powered operating system that automates the production of compliant financial advice for wealth management firms and financial advisers.