Slant

Slant AI

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

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.

Zocks

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

Impruve

This company develops custom artificial intelligence workflows and data infrastructure for independent wealth management firms and registered investment advisors.

Zeplyn

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

Synthex

Synthex provides AI-based workflow automation software for wealth and asset management firms to manage client reporting, compliance, and suitability reviews.

PlannerPal

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

Focal

This company provides an artificial intelligence platform that automates meeting preparation, note-taking and back-office workflows for financial advisors.