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Slant AI

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

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

This company develops artificial intelligence customer relationship management software for financial advisors and registered investment advisors to manage client workflows.

Hubly

This company develops workflow management software for financial advisors and their teams to automate processes and manage client relationships.

Focal

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

Zocks

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

Wealthbox

Wealthbox develops a customer relationship management platform for financial advisors to manage client relationships, workflows, and business processes.

Aurasell

This company develops an artificial intelligence platform for go-to-market teams to manage customer relationships, prospecting and sales operations within a unified system.