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Developer of an artificial intelligence-based note-taking tool designed for financial advisors. The company's tool is used to prepare for meetings and offers features such as one-click CRM updates, pre-meeting prep one-pagers, and follow-up emails, and integrated with the wealth tech stack, customizable to advisors' style, and easy to use, enabling users to customize notes to match their style, saving time by automatically taking notes, creating tasks, and updating CRMs.

Peterson Partners, Sorenson Capital, Citi Ventures, Allianz Life Ventures, Insight Partners (New York), Ryan Anderson, F-Prime, Aaron Skonnard, TIAA Ventures, Element Ventures (Utah).