Austin, TX, USA


Finance · Information Technology · Professional Services · Sales and Marketing · Software


1 - 10 employees


Pre Seed

founded in


Every advisor reaches a limit of growth or scale, where there's no more time for new and existing clients 🧠 helps advisors automate admin, planning, and client relationship tasks, freeing them to focus on their core business - delivering advice, managing high value clients, and growing their practice 🧠 is an AI agent that breaks down goals set by advisors into tasks, completing them one by one. It connects with advisors' email, CRM, planning software, and other external tools to get tasks done

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