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Praktikant
Praktikant AI offers an Operative AI agent designed specifically for Registered Investment Advisors (RIAs) to automate meeting setup and streamline client management. The product integrates…
Praktikant
Praktikant AI offers an Operative AI agent designed specifically for Registered Investment Advisors (RIAs) to automate meeting setup and streamline client management. The product integrates…
TL;DR
What they do: Operative AI agent ('Prak') for Registered Investment Advisors to automate meetings, reporting, CRM, and file management
Headquarters: King of Prussia, Pennsylvania
Founded: April 17, 2023
Stage / Funding: Pre-Seed (disclosed round Apr 17, 2023)
Team size: Approximately 11 employees
Company Overview
Problem Domain
Workflow automation and knowledge management for Registered Investment Advisors (RIA) operations and compliance.
Founded
2023
Industry
Financial services technology / AI for wealth management
Tech Stack
Funding Track Record
Disclosed Pre-Seed round with amount not specified in provided evidence
Investor Signal
“Backed by a multi-billion dollar RIA and a software product development firm (per company description) and a Pre-Seed lead investor listed as Ethos Family Office”
Founders
What we do
Join the Team
Startup jobs. A lot of them.
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