Slant AI

Slant

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

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.

Avantos AI

This company develops an artificial intelligence operating system for financial institutions to manage client onboarding, servicing and relationship data within a single platform.

Vise

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

Focal

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

PlannerPal

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