Directory of AI meeting assistants for financial advisers

AdvisoryAI automates the paperwork in UK financial advice, from capturing a meeting to drafting the suitability report in the firm's own template. Advice firms, advisers and paraplanners are the buyers. Named agents split the work. Evie takes meeting notes, Emma drafts suitability reports and reviews, Colin runs compliance checks with a pass or fail per category, and Atlas answers questions across the client book with citations. The machine drafts and the adviser approves, which the company ties to the FCA rule requiring professional judgment. AdvisoryAI names Brooks Macdonald and Bluecoat Wealth among more than 400 firms. Prices start at 89 pounds per user a month. It integrates with Intelliflo and Xplan, stores data on AWS in the UK and states ISO 27001. AdvisoryAI Group Ltd is registered in London.

Ammonite AI is a United Kingdom company selling Planbot, a report drafting tool for financial advice firms, launched in February 2026. Its co founders Rob Harradine, who is also chief commercial officer, and Caroline Duff are both former Chartered financial advisers with around thirty years of combined experience in wealth management, and previously built and sold their own advice business, with Duff also working as a paraplanner. Planbot converts an advice firm's existing manually populated templates into model driven documents, ingesting fact finds, meeting transcripts, pension policy documents, portfolio valuations, statements and fee schedules and populating the firm's own template in seconds. It is aimed specifically at suitability reports and annual reviews, the two documents that create the largest drafting backlog in a paraplanning team. The firm keeps control of the template and can change it on an ongoing basis without vendor involvement, and exported documents retain the firm's own layout, tone, voice and branding. The company reports that users have more than halved the time taken to produce a suitability report. Simpson Wood, an advice firm using the tool to clear an annual review backlog, is named publicly with its head of client servicing describing faster turnaround to clients. The founders position the product explicitly as assistive rather than autonomous, stating publicly that the model can make mistakes and that a human check is required at the end of the process to confirm the output remains compliant and suitable.

Automwrite is a United Kingdom platform that drafts regulated advice documentation for financial advice firms, positioned as an operating system for advisers rather than a single tool. A meeting bot joins video calls on the major conferencing platforms or a phone application records in person meetings, transcription and extraction populate a client profile, uploaded documents and handwritten notes are parsed and checked for missing data and conflicts, and the platform then drafts follow up emails and full suitability reports in the firm's own template and voice, delivered to the client for electronic signature. Compliance gated checks run before a report is written to confirm the required information is present. The company was founded by Logan Gibson with co founder Wesley Gibson, built by a diploma qualified financial adviser alongside an engineering team, and ships native applications on both mobile platforms alongside the web product. Named users quoted on its own site with individual names and titles include the chief executive of My Pension Expert, the group head of GSB Wealth, a senior adviser at Purpose FP, the practice owner of Blithe House Financial Management and a director of Matthew Douglas. The product is sold on a self serve basis with a public pricing page, a three day free trial and self onboarding. Its distinguishing disclosure is a dated public artificial intelligence transparency page naming every third party model provider it relies on, the processing activity each performs and the country in which that processing occurs, together with a stated position that those providers are not permitted to use customer data to train their models.

CogniCor builds an AI assistant for wealth advisors and the firms that employ them, from registered investment advisers to large financial institutions. It pulls CRM, portfolio and planning data into one view of each household. Six modules cover meeting preparation and notes, household analytics, follow up drafts, onboarding and servicing, document search, and prioritizing an advisor's book. It integrates with Salesforce Financial Services Cloud, Wealthbox and Redtail, and lists WealthMate on the Salesforce AppExchange. Plancorp, an adviser with more than $8 billion in assets, is a named client. CogniCor runs on Microsoft's Azure OpenAI Service and is based in Palo Alto.

Continuum is an AI assistant for Canadian financial advisers. It captures client meetings without a bot joining the call, writes notes and next steps, and syncs them to the adviser's CRM. It builds client profiles from meetings, email and CRM data, answers questions from past conversations and suggests tasks, and its Pro plan adds branded client pages. Advisers review and approve every AI suggestion. It works across video calls, softphones and in person meetings on mobile. Advisers at iA, Manulife Wealth, Monarch Wealth and Sterling Mutuals use it. Plans start at C$79 per seat a month. Continuum holds SOC 2 Type II and states that data is stored in Canada. OnePlace Company Inc. operates it from Toronto.

FinMate AI sells meeting documentation to financial advisers, and its positioning rests on provenance. It was built by an adviser who had the problem himself, and its output is shaped around the meeting types advisers actually run rather than a generic summary format, with distinct templates for discovery, review and the rest. It captures virtual, telephone and in person conversations and records audio and video, which some meeting assistants do not. A mobile application handles face to face meetings, and a recording captured elsewhere can be uploaded for transcription. From the transcript it produces structured notes, drafts follow up communication, pre fills forms from what was discussed, and infers client mood across a conversation. Notes and tasks push outward to a named set of client relationship systems, and the product connects to the major conferencing platforms and both dominant calendar services, around eleven named connections in all. It operates in five languages: English, Spanish, German, French and Italian. The company has engaged the Australian advice market through its trade media. Two commitments are published in the company's own voice: a SOC Type II certification, and an undertaking never to train its models on customer data. It is based in San Francisco and was founded by Daniel Yoo.

Focal is an AI assistant for financial advisers and insurance producers in the United States and Canada. It joins client meetings, writes notes and follow up emails, prepares meeting briefs, fills planning software and forms, and updates the CRM. It works with planning software such as Conquest, where it can autofill more than 400 fields, and with CRMs such as Salesforce, Redtail and Wealthbox. Enterprise plans add agents for data entry and onboarding, custom workflow automations and APIs. Focal runs on Microsoft Azure AI models with Canadian data residency, stores no meeting audio or video and does not train models on client data. State Bank of Southern Utah says Focal saves it 12 to 15 hours a week, and Manulife, Desjardins and iA Private Wealth are among the firms listed as users. Pro costs $100 per adviser a month, billed annually, with a 14 day trial. OmniClient Inc. does business as Focal.

GReminders is a meeting management platform for financial advisers that combines scheduling, client reminders and an AI notetaker. It started in 2020 as scheduling and SMS reminder software and now sells all three together. The notetaker joins Zoom, Teams, Webex and Google Meet calls as a participant, or records in person meetings through the mobile app, and keeps the recording and transcript under the firm's retention settings. It writes summaries, action items and follow up emails, sends a pre meeting brief before each call, and includes an assistant that answers questions and updates the CRM. Its closest ties are to the CRMs advice firms run. GReminders works inside Orion's Redtail and writes back to Wealthbox, Salesforce, Microsoft Dynamics and Advyzon, and Osaic approved it for more than 11,000 affiliated professionals. Prices are published, from $69 a month for Essentials and $132 for Business. It runs on Microsoft Azure with Azure OpenAI models and says customer data is not used for AI training. GReminders is based in Los Angeles and led by founder and CEO Arnulf Hsu. The same platform is also sold to accountants, attorneys, therapists and other appointment based businesses.

Jump is an AI platform for financial advisers and the teams around them, covering the client meeting cycle, onboarding and practice growth. Meet, the core product, prepares a brief and agenda before each meeting and takes notes in virtual, in person and phone meetings. Afterwards it writes structured data back to the CRM, drafts follow up emails in the adviser's voice, creates and routes tasks and schedules the next meeting. Firms choose their capture mode, from no recording at all to full audio and video, and set retention and consent rules centrally. Onboard fills intake and account opening forms and extracts data from statements, tax returns and estate documents. Grow surfaces cross sell and at risk signals, runs playbooks and scorecards for coaching, and adds firm dashboards and client pulse surveys. Jump connects to more than 40 systems in both directions, including Salesforce, Wealthbox, Redtail, eMoney, RightCapital, Holistiplan, Schwab, Orion and Black Diamond. Meet costs $100 per adviser a month, and Onboard and Grow are $50 add ons, with enterprise terms quoted. Every email, CRM update and follow up waits for an adviser's approval. Jump states SOC 2 Type II, automatic redaction of nonpublic personal information, and zero retention and no training clauses with its model providers. Founded in 2023 and based in Salt Lake City, Jump says it serves more than 50,000 advisers at more than 11,500 firms, including LPL Financial, Osaic and Cetera. It had the largest share of the AI notetaker market in the T3/Inside Information 2026 Software Survey.

Knapsack is a private AI workspace for financial advisers and other regulated professionals, made by Knap Inc of San Francisco. It connects to an adviser's email, calendar and CRM and sets up agents for routine work. They draft email replies, brief the adviser before meetings, take meeting notes without recording video, write follow ups and send a daily coaching summary. Nothing is sent or changed without the user's approval, and connections are read only by default. Knapsack runs in the browser as Studio, or locally on the adviser's own computer as Desktop, where data stays on the machine. It also sells twelve supervised digital workers for financial services firms at $500 a month each after a 14 day trial. They cover RIA compliance, exam readiness, advertising review, books and records, AML and sanctions work, third party risk, research, private credit diligence, portfolio reporting, financial risk, financial planning and client onboarding. Each prepares drafts and source records for a named person to approve. The Starter plan for individuals costs $50 a month. Knapsack states SOC 2 Type II and HIPAA compliance and says customer data never trains AI models. It is listed on the Schwab Advisor Services marketplace, and ModelFA delivers its adviser assistants on Knapsack. Knap Inc has been active since 2023 and is backed by Accel, Everywhere Ventures, K5 Tokyo Black, Data Tech Fund and Half Court Ventures.

Marloo is an AI assistant for financial advisors and their support staff in wealth, planning, insurance and mortgage advice. It records meetings and turns a client's history into summaries, advice documents and follow up tasks. It drafts documents such as investment policy statements and reviews, fills PDF forms and drafts emails. Ask Marloo answers questions across every client, and firms with several advisors get team permissions and compliance oversight. Pricing runs from a free notetaker tier to plans of $149 and $299 per advisor a month. Marloo runs on Anthropic and OpenAI models, with Google for some features, and stores data in Sydney, London or the United States by region. It has a SOC 2 Type II attestation. Marloo Limited is based in Auckland.

Mili sells AI agents to wealth advisers at RIAs and broker dealers in the United States. Its meeting agent captures a client conversation on Zoom, Teams, the phone or in person without a bot joining the call. It writes notes against the firm's own templates, redacts sensitive details and drafts the follow up. Audio recording is off by default, and a firm can switch capture on with real time deletion of the audio after transcription. Since February 2026 the meeting agent sits inside Mili Office, a suite of agents for scheduling, data updates, onboarding forms, prospect research, compliance records, marketing and document extraction. They connect to CRMs such as Redtail, Wealthbox and Salesforce, planning tools such as eMoney and Holistiplan, the custodian TradePMR and the archive Global Relay. Nothing syncs to a connected system or goes to a client until an adviser approves it. Mili names its model providers, OpenAI, Anthropic, Google, AssemblyAI and Deepgram, all under zero retention terms. It has a SOC 2 Type II report and ISO 27001 certification, and data stays on AWS in the US. No price is published beyond a 14 day free trial. In the T3/Inside Information 2026 Software Survey it had the highest user rating among fourteen AI notetakers. Mili Software, Inc. was founded in 2024 by Chirag Gandhi, Siddharth Bulia and Vennela Miryala and raised $2 million in seed funding led by Chiratae and BoldCap.

Munin AI is a meeting assistant for financial advisers that turns each client meeting into structured notes, action items, a summary and a follow up email draft. Advisers build templates for what each meeting should capture, such as risk profile changes, goals and decisions, and Munin fills them in from the conversation and files everything under the client. Each client profile keeps past meetings, uploads and key details, with a chat for quick questions such as the names of a client's children. It works with Zoom, Teams and Google Meet, reads Google and Microsoft calendars without writing to them, and can take in past calls and Google Drive files. Essentials costs $39 a month, or $29 billed annually, and Professional, which adds live transcription and live template filling, costs $79 or $59. Munin names OpenAI and Deepgram as its AI providers and keeps Google data away from them. It describes its hosting as SOC 2 certified and lists its own SOC 2 Type II certification as a 2026 goal and ISO 27001 as a 2027 goal. No CRM integration is listed and no customers are named.

PlannerPal is a United Kingdom workflow platform for financial advisers, paraplanners and support staff, led by chief executive and co founder Mark Whitcroft. It records face to face, Microsoft Teams and Zoom client meetings without requiring a meeting bot, produces transcripts, and generates seven document types in the individual adviser's and firm's own style, including meeting notes, client emails, proposals, review letters, advice letters and suitability reports, with citations intended to evidence data completeness. A customer relationship management updater proposes record changes back to the adviser's back office rather than writing them silently, and generated notes are cross checked against live data held in the connected system. In January 2026 it added a pre meeting preparation pack that assembles a firm defined client briefing from portfolio valuations, tax and allowance summaries, progress against goals, actions and communications since the previous meeting, compliance status and a personalized agenda, drawing on records, prior notes, uploaded documents and valuation statements. The company positions this as addressing preparation rather than the post meeting administration that most competing tools target. Integration with intelliflo is direct and listed in that vendor's partner directory, and the models are described as trained specifically for the United Kingdom advice market so that product names and industry terminology are handled correctly. Reported usage covers more than three hundred and fifty firms, with average administration and post meeting time down fifteen to twenty percent.

Pulse360 is meeting documentation software for independent financial advisers, built around what an adviser sends a client after a meeting. Advisers capture a meeting with CaptureGenius, an AI notetaker for Zoom, Teams, Google Meet and in person meetings, or by dictating, typing or handwriting notes in the app. NoteGenius AI files notes by topic, subtopic and tag and turns them into CRM tasks, and AI Writer tightens or simplifies client language. Templates, a content library and an annual summary then produce agendas, summaries and year in review documents meant to read as the adviser's own work. Pulse360 connects to Redtail, Wealthbox and Salesforce, including the Salentica, XLR8 and Practifi overlays, and to Nitrogen, Holistiplan, Hubly and PreciseFP. Prices are flat rather than per seat: the notetaker plan is $99 a month, and Pro with the notetaker is $199 a month for up to ten users. It runs on AWS, publishes a SOC 2 Type II report for download, and offers optional long term storage of recordings for SEC and FINRA books and records. Its terms let AI Writer prompts train per user and industry wide models once identifying details are removed, unless a customer opts out. Pulse360, Inc. was founded in 2019 by Anand Sheth, who spent more than 20 years in the advisory industry, and James Hill, and works from Riverside, California and Farnham in the UK.

Saturn sells AI to UK financial advice firms. It turns meetings, documents and scattered records into one client record, drafts the letters advisers must write and checks files for compliance. Two way integrations connect it to back office, cashflow, portfolio and advice platforms. Workflow tools draft suitability letters and annual reviews, and the Guardian suite automates file checks and meeting observations. CoPlanner brings Saturn into Microsoft Word and the Chrome and Edge browsers. Saturn says more than 500 advice firms and 3,000 advisers use it, and names Hoxton Wealth, Paradigm Norton and Cooper Parry as clients. It states that client data never trains its models. Saturn Fintech Ltd is based in London.

Vega Minds sells Vega, an AI associate for financial advisers at RIAs in the United States and Canada. It connects to an adviser's email, calendar, meeting software, phone system and CRM. Vega drafts a reply to every client email inside Outlook or Gmail and briefs the adviser before meetings. It takes notes from Zoom, Teams, Google Meet and phone calls through the platforms' own recordings rather than a visible bot, and drafts the follow up. Notes, tasks and field updates are proposed for the CRM and written after the adviser approves them, with a Pro setting that lets Vega save clear profile facts directly. A chat answers questions about any client, reads uploaded statements and turns requests into tasks. Core costs $50 a month and Pro $100 a month. Pro adds branded planning documents, a daily updated profile of each household, meeting analytics, and a review of meeting transcripts and outbound email against SEC rules. A Premium partnership with a dedicated engineer and custom agents starts at $4,000 a month. Vega connects to Redtail, Wealthbox, Salesforce, Microsoft Dynamics, Practifi and other advice firm systems, and to Claude through an MCP connector. Vega Minds says it serves more than 600 RIA firms, and the Kitces Report on agentic AI assistants for 2025 named it a provider to watch. The company is based in Newport Beach, California, and was started in 2022 by two MIT trained former registered advisers, including chief executive Alex Mathé-Cathala.

Zeplyn is an AI assistant for wealth management firms that handles the work around client meetings. Registered investment advisers and enterprise wealth firms use it to prepare agendas, capture notes without recording audio, draft follow ups and update their CRM. Its agents draw on meeting notes, CRM records, email and documents to answer questions and complete tasks, and advisers review the output before anything is sent. It connects to CRMs such as Salesforce, Wealthbox and Redtail, and to Zoom and Microsoft Teams. Sequoia Financial Group, PAX Financial Group and Nikulski Financial are quoted as customers. Zeplyn holds SOC 2 Type II, discards meeting audio after processing, says client data never trains large language models and has zero retention agreements with its AI providers. DeepInsights AI Inc. operates Zeplyn from New York.

Zocks sells an assistant to financial advisers built around a specific architectural choice: it captures client conversations without making recordings, and turns what was said into structured data. From that data it produces meeting preparation and notes with speaker attribution, populates intake and account opening forms, drafts tailored client emails, processes documents, and fills financial planning, onboarding and proposal systems, with the company claiming an adviser can move from a client meeting to a proposed plan in under ten minutes. A later agentic layer works across an adviser's whole book rather than a single meeting, answering plain language questions about the client base such as which families hold no college savings arrangement or which clients are approaching a required minimum distribution age, then suggesting a next action the adviser completes in one click. Distribution runs through out of the box integrations, a programmatic interface and an interoperability protocol server that reaches client relationship, email, calendar and planning systems as well as the general purpose assistants an adviser already uses. Founded in 2022 and based in San Francisco, the company raised a $45 million round in January 2026 taking total funding to sixty five million, states more than five thousand financial firms use the platform, and names several large advisory and insurance groups among its enterprise customers.