
500 W 56th Street, New York, NY 10019, United States
Turn conversations, documents, and beyond into organized intelligence that automatically executes next steps and drives better outcomes
Reimagining the financial advisor experience
Founded by former Google engineers
As former Google engineers with 25+ years of combined experience in software development and expertise in building AI products for Google Search, Assistant, and Speech-to-text applications, our founders understand what it takes to build enterprise-grade AI serving billions of users. Now, they're bringing that expertise to revolutionise relationship-driven financial services.
Stay on the cutting-edge with secure AI Get accurate and contextually relevant meeting intelligence by bringing AI designed specifically for wealth managers into your workflow. Built with the highest security standards, including recording-free note-taking, end-to-end encryption, built-in consent mechanism, strict PII protection, and more, your clients' data is always protected. Never miss......