Powder
Gen-AI sales co-analyst for wealth advisors.
HQRemote
Team Size20
Open JobsUnknown
Total Funding$6M
Latest Fundraise2 years ago
TL;DR
What they do: Gen-AI sales co-analyst for wealth advisors that parses financial documents, enriches data, and generates branded client decks
Customers: Wealth managers, RIAs, and institutions
Security: SOC2 Type I and Type II; encryption in transit and at rest
Employees: Approximately 20
Recent funding: Seed round closed Jul 23, 2024 (~$5.5M total funding reported)
Company Overview
Problem Domain
Wealth management data onboarding, document parsing, client reporting and sales enablement.
Industry
Fintech / B2B SaaS (wealth management)
Funding Track Record
Seed- 2024-07-23
Seed round closed Jul 23, 2024; profiles report multiple rounds historically
Investor Signal
“Participated in Y Combinator (W24); reported investors include General Catalyst, Elefund and various angels/advisors”