Zeplyn

Zocks

This company develops an artificial intelligence platform that transcribes client conversations and automates administrative workflows 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.

Focal

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

AdviseWell

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

Slant AI

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

Templi

The company provides an agentic operating system that automates administrative tasks and suitability report generation for financial advisers and wealth management firms.

Impruve

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

Zefram

This company develops an artificial intelligence powered sales assistant that automates prospecting and outreach for business to business sales teams.