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Apana
The AI built for financial professionals, redefining advisory
TL;DR
What they do: AI meeting assistant for wealth advisors that transcribes conversations live and extracts structured KYC and wealth data
Headcount: About 30 employees
Founders / leadership: Tristan Verdier (CEO), Robin Monjo (Co‑founder & CTO), Nicolas Bloyet (Co‑founder & COO)
Notable funding signal: Series B led by Kurita Water Industries reported
Company Overview
Problem Domain
Wealth management workflow automation, client meeting capture, KYC automation, compliance-focused documentation
Industry
Wealth management / financial software
Funding Track Record
$11 million
Dealroom lists an $11M Series B announced in April 2019; Crunchbase also indicates a Series B led by Kurita
Investor Signal
“Kurita Water Industries listed as lead investor for Series B; E8 Angels also listed among investors”
Founders
What we do
Join the Team
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