What it sells
Compliance and back office workflows for Wealth Managers.
Business model breakdown
Buyer: who owns the budget?
CEO, MD or head of technology at the advice firm.
Trigger: what makes them buy now?
Advisers spend 30-45 minutes writing notes after each meeting and paraplanners attend meetings for notes.
Workflow: what inputs become what output?
Capture meetings and documents into client data, automate suitability letters and annual reviews, and run compliance file checks via the Guardian suite.
Economics: what it saves and how it charges
Quoted value: 5-7 hours/week saved per adviser, ~50% efficiency gain in meetings; sold as partnership including training and process mapping.
Distribution: how it reaches customers
Discovery-call sales to advice firms, thought-leadership report.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Summer 2024 | — | Y Combinator | ycombinator.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.