Short description
AI for Wealth Management Marketing.
Description
We help independent RIA’s capture new clients with engaging marketing technology powered by AI.
- Automate initial data discovery with retirement-focussed lead magnets.
- Brand all our technology with your firm’s branding in a matter of minutes.
- Write AI enabled personalised content based on your firm’s unique expertise and compliance protocols.
- Improve your prospect-to-client conversion rate with marketing-first advice engagement technology.
- Continue the client engagement and follow-up process with a white-labelled communications app.
Last funding
Nopepepe
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Total funding
$$43214321
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Location
Richmond, Virginia, United States, North America
Founded on
January 1, 2021
Non-profit?
No
Acquired?
No
Employees count
1-10
Investors
Cannot Access
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Founders
Jonathan Michael