Key facts
- FoundedCompany says
2022 (company about page)
- FoundedCompany says
2023 (search summary of press coverage)
- FundingCompany says
$20M Series A (Battery Ventures, Citi Ventures, Sorenson, Pelion), Feb 3 2025; $24.6M capital raised to date
- FundingCompany says
$105M funding and an $80 million Series B led by Insight Partners; investors Insight Partners, Battery Ventures, F-Prime, Allianz, Citi Ventures, Sorenson, Pelion (not independently confirmed)
- CustomersCompany says
Empowering 50,000+ advisors at top firms (the same site also says 45,000+); named: LPL, Osaic, Cetera, Equitable, Allianz, Northwestern Mutual, John Hancock | Manulife
What they sell
- AI notetaker and meeting prep
- CRM sync (Salesforce, Redtail, Wealthbox)
- Follow-ups and service tasks
- Compliance features
- Add-ons: Onboard, Grow
- 30-40+ integrations
Sells to: Financial advisors, including enterprise broker-dealers and RIAs; insurance listed as an industry solution
Pains they address
- Manual note-taking
- Follow-up emails
- Outstanding service tasks
Price
Meet $100/advisor/month; Onboard +$50 and Grow +$50 add-ons; Enterprise contact sales; save up to 20% with annual payments
How they sell
- Headline
- Trusted AI for advisors & financial professionals
- Subheading
- Save time, increase revenue, and elevate the client experience with compliant AI. Easy to integrate, configure, and adopt.
- Calls to action
- See a demo
- Try for free
- Entry offer
- Free trial
- Proof shown
- 10 hrs saved per advisor per week; 2.5x growth opportunities; 42% fewer outstanding service tasks; 90%+ adoption within days (self-reported); testimonial from an LPL advisor; SOC 2-certified infrastructure
- Channel
- Blog 'Advisor Trends'; 'Jump vs Zocks' comparison page; analyst-rank claim citing T3, Kitces, Oasis Group; integrations
In their words
Trusted AI for advisors & financial professionals
Save time, increase revenue, and elevate the client experience with compliant AI.
The end-to-end AI platform built for financial services
Recording is optional, not required
Your client data never trains our models
Empowering 50,000+ advisors at top firms of all sizes
#1 rated AI platform by industry experts
human-in-the-loop AI
Mentioned on
- Accountants and IT providers as AI sellers
- How 14 leaders structure their homepage
- How the best sell AI automation to small firms
- Niche by niche: who sells AI to law, immigration, mortgage, insurance and the mature verticals
- Price benchmarks across the market
- The common menu of AI offers
- Vertical software adding AI