Zocks

Zeplyn

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

Focal

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

PlannerPal

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

Slant AI

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

Unique

This company develops a generative artificial intelligence platform that automates administrative tasks and enhances client interactions for banks and asset management firms.

Aveni

This company develops artificial intelligence software for financial services firms to automate administrative tasks and monitor regulatory compliance across customer interactions.

Synthex

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

AdviseWell

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