Finmate AI
AI meeting notetaker and custom agent builder for financial advisors, with CRM and planning-software sync.
CA, USFounded 2023finmate.aiNot yet confirmed by the company
What it does
Finmate AI is an AI notetaker and workflow-automation vendor for financial advisors and wealth managers. Its founder and CEO, Daniel Yoo, worked as an advisor at Equitable, TD Ameritrade and Schwab before starting the company in May 2023.
The notetaker joins virtual, phone or in-person meetings through an assistant or mobile app, produces meeting-type-specific notes and pre-meeting prep summaries, and drafts compliant follow-up emails. Notes, tasks and events push to CRMs including Redtail, Wealthbox, Salesforce, Practifi, XLR8 and Salentica Elements. Client data can also flow to planning tools such as eMoney, MoneyGuide, RightCapital, Asset-Map, Income Lab and Holistiplan via PreciseFP. A separate agentic practice builds custom AI agents for back-office work, along with AI strategy consulting and policy drafting.
The company describes itself as based in Silicon Valley and reports SOC 2 Type 2 certification. The notetaker is advertised at $39 per month.
Best for
- Serves
- RIAs
Features
- AI meeting notetaker
- Pre-meeting prep summaries
- Compliant follow-up email drafts
- CRM sync of notes, tasks and workflows
- Planning-software data handoff
- Custom agentic AI workflows
- Mobile app for in-person meetings
Pricing and deployment
- Pricing model
- Subscription
- Published pricing
- Notetaker advertised at $39/month; free trial
- Deployment
- Cloud
Integrations
- Asset-Map
- eMoney
- Holistiplan
- Income Lab
- Microsoft Teams
- MoneyGuide
- Practifi
- PreciseFP
- Redtail
- RightCapital
- Salentica Elements
- Salesforce
- Wealthbox
- XLR8
- Zoom
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