
Advice Analytics offers CommsAI, an AI-powered platform designed for retirement and wealth advisors to expand clients and assets through targeted AI marketing. Their proprietary machine learning and generative AI algorithms identify and prioritize clients and prospects, enabling advisors to focus on relationship building. The platform offers customized scoring of purchase interest, hyper-personalized messaging, reduced intake time, and is built with scalability, enterprise-grade security, privacy, and compliance governance in mind. The company emphasizes a blend of AI efficiency with a human touch, aiming to free advisors for better client engagement and growth strategies. Their team consists of accredited retirement & wealth fiduciary experts, advisors, client advocates, and AI engineers with diverse industry experience.

Advice Analytics offers CommsAI, an AI-powered platform designed for retirement and wealth advisors to expand clients and assets through targeted AI marketing. Their proprietary machine learning and generative AI algorithms identify and prioritize clients and prospects, enabling advisors to focus on relationship building. The platform offers customized scoring of purchase interest, hyper-personalized messaging, reduced intake time, and is built with scalability, enterprise-grade security, privacy, and compliance governance in mind. The company emphasizes a blend of AI efficiency with a human touch, aiming to free advisors for better client engagement and growth strategies. Their team consists of accredited retirement & wealth fiduciary experts, advisors, client advocates, and AI engineers with diverse industry experience.
Headquarters: San Diego, California
Founded: June 3, 2019
Product: CommsAI — AI communications & predictive analytics for retirement and wealth advisors
Total disclosed funding: USD 910,000 (last disclosed Angel round Nov 2020)
AI-driven communications, email marketing, and predictive analytics for retirement and wealth advisors (including 401(k) plan communications).
2019
Fintech, Artificial Intelligence, Predictive Analytics, Wealth/Retirement Advisory
910000.00
“Seattle Angel Conference”