Locations
United States · New York County, NY, USA · New York, USA · United States Ave, Gibbsboro, NJ, USA · New York, NY, USA · Manhattan, New York, NY, USA · soho, new york, ny, usa · Soho, New York, NY, USA
industry
Data and Analytics · DeepTech · Finance · Software
Size
11-50 employees
Stage
Seed
founded in
2015
Provider of an AI platform intended to power smarter conversations for financial services professionals in wealth management, asset management and commercial banking. The company's platform aggregates and synthesizes structured and unstructured financial data and content and provides personalized investment insights, client prioritization and expert conversation, enabling advisors to increase sales productivity and deepen client relationships through market, portfolio and client insights.
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