Aculis
AI Agents · Financial Services
Overview
Stop drowning in admin work. Aculis is the secure AI partner for financial advisors that automates your practice, so you can focus on what matters most: your clients.
Funding and backers
Backers
1
Plug and Play
Momentum
0/100
no fresh signals
Backed byfrom the funds' portfolios and accelerator catalogs
Investors in similar startupsfunds that back the companies most like this one
Similar startupsby what they do, their industry and backers

Trusty is a family legacy platform for financial advisors and their clients. Families capture their assets, plans, people and wishes in a…

Elevate your practice with One Point, your partner in empowering independent accountants and financial advisors. Discover expert resources…

Connect with a trusted fiduciary financial advisor in minutes. Our free-to-use, SEC‑registered platform matches you with a vetted advisor…

Access verified IRS client data instantly, enabling financial advisors to enhance planning, reduce risk, and streamline onboarding…

Compliant AI Assistant that transforms Meeting Note-taking, Coaching, and Workflows. Financial advisors service up to 30% more clients and…

Find vetted financial advisors specializing in sustainable investing. Discover the climate impact of your investment portfolio.
Connections
List
Graph
Found in company registers, site code, DNS and hiring. Each connection shows how sure we are and the evidence, with its source and date.
Shared investors

Plug and PlayVia a fund
2741 portfolio companies
Click a company to open it. Dashed lines are likely connections. The second step of the network is part of the Pro plan.
Owner
Same company
Same group
Likely






