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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…

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…
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”
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