Vise
vise.com
AI-powered wealth management platform for advisors.
✓ Registered investment advisors scaling personalised portfolio management.
Zocks
www.zocks.io
AI assistant for financial advisors.
✓ Financial advisors automating meeting notes and client workflows.
Jump
jump.ai
AI operating system for financial advisors.
✓ Independent and enterprise advisory firms automating meeting and growth workflows.
Wealthbox
www.wealthbox.com
CRM with AI notetaker for financial advisors.
✓ Advisory firms wanting an advisor-focused CRM with built-in AI notetaking.
AdvisorEngine
www.advisorengine.com
Connected wealth management technology stack.
✓ Advisory firms wanting an integrated CRM plus portfolio and onboarding stack.
Conquest Planning
www.conquestplanning.com
AI-powered financial planning for advisors.
✓ Wealth management firms and banks scaling advisory capacity with compliant plans.