Grow your book of business by leveraging machine learning to identify and prioritize high quality prospects
Grow your book of business by leveraging machine learning to identify and prioritize high quality prospects
What they do: AI-native prospecting and outreach platform for financial advisors and wealth managers
Founded / HQ: 2023; New York, New York, United States
Business model: B2B SaaS / subscription
Team size (reported): About 13 employees
Latest raise: $4.2M seed announced Dec 11, 2024
Client acquisition and prospecting for financial advisors / wealth management
2023
Financial services software / AI
$4.2M
Participation from Crossbeam Ventures, Liquid 2, Y Combinator, and named angel investors
“Includes institutional VCs (Maple VC, HNVR, Crossbeam, Liquid 2, Y Combinator) and notable angel/backer participation”