Unlocking financial planning at scale with AI. Accelerate client acquisition through meaningful planning-first conversations that drive success
Unlocking financial planning at scale with AI. Accelerate client acquisition through meaningful planning-first conversations that drive success
What they do: AI platform that automates financial data extraction, diagnostics, and proposal generation for financial advisors
Target customers: Financial advisors and wealth-management firms
Team size (reported): Approximately 1–10 to 16 employees (sources vary)
Funding (reported): Total reported funding $540,000 (USD); last funding date 2023-09-01; listed as Pre-Seed
Founders: Borja Edo (CEO), Francisco Micó (COO), Sergio Moreno (CTO)
Wealth management / financial advice — reducing manual work and scaling financial planning for advisors.
Fintech / Wealth management
Crunchbase lists a Pre-Seed round; total funding reported as $540,000