Alternatives to Contio
Contio builds MeetingOS, a desktop application for planning, running and following up on meetings, with a dedicated edition for wealth managers and financial advisors. It was founded by Aaron Klein, co-founder and former CEO of Riskalyze (now Nitrogen). Read the Contio profile.
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
CogniCorIn the news
AI copilot for wealth firms covering meeting prep, notes, CRM updates and household-level opportunity alerts
- RIAs
