卖什么
Compliance and back office workflows for Wealth Managers.
商业模式拆解
买家：谁掌握预算？
CEO, MD or head of technology at the advice firm.
触发点：什么让他们现在购买？
Advisers spend 30-45 minutes writing notes after each meeting and paraplanners attend meetings for notes.
工作流：什么输入变成什么输出？
Capture meetings and documents into client data, automate suitability letters and annual reviews, and run compliance file checks via the Guardian suite.
经济账：省了什么，怎么收费？
Quoted value: 5-7 hours/week saved per adviser, ~50% efficiency gain in meetings; sold as partnership including training and process mapping.
渠道：怎么接触到客户？
Discovery-call sales to advice firms, thought-leadership report.
融资历史与报道
| 融资日期 | 轮次 | 金额 | 投资方 | 来源 |
|---|---|---|---|---|
| — | YC 2024 夏季 | — | Y Combinator | ycombinator.com |
档案汇总自公开报道和公司官网。商业模式部分是 MaxBC 对这些材料的解读，不是已确认的事实；未知之处留空，不作猜测。 更新于 2026-10-12.