Apana
The AI built for financial professionals, redefining advisory
HQRemote
Team Size30
Open JobsUnknown
Total Funding-
Latest FundraiseUnknown
The AI built for financial professionals, redefining advisory
What they do: AI products for wealth management and financial advice
Headcount (approx.): 30 employees
Founders / Leadership: Tristan Verdier (CEO, founder), Robin Monjo (Co‑founder & CTO)
Notable product move: Acquired Capital Explorer (product integration)
Wealth management, financial advice automation, client meeting transcription and KYC/wealth file automation
Fintech / Wealthtech