Alternatives to Caddi
Caddi is an AI agent platform for back-office operations at professional services firms, with RIAs and law firms as its two main markets. Operations leaders use it to find manual, repeatable work and hand that work to AI agents that run inside the firm's existing systems. Read the Caddi profile.
NevisIn the news
AI operating platform for wealth firms: meeting prep, tasks, email and automated account-opening workflows.
- RIAs
AI toolsCustom quote
Finmate AI
AI meeting notetaker and custom agent builder for financial advisors, with CRM and planning-software sync.
- RIAs
AI toolsSubscription
ZeplynIn the news
AI meeting notes and agent workflows for wealth management firms
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
AI toolsCustom quote
ZocksIn the news
AI meeting assistant and notetaker for financial advisors
- RIAs
- Broker-dealers
AI toolsPer seat
Arta Finance
AI platform and wealth infrastructure for private banks and wealth managers
- Banks and trust companies
Bridgewise
Embedded AI investment analysis and chat for brokerages and advisory firms
- Broker-dealers
- Banks and trust companies
AI toolsCustom quote