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Funding and backers

Backers
2
Atlanta Ventures, Elevate Ventures
Momentum
15/100
in the news
Last sign of life
this month
a posting or a news item
Tractionpublic signals, read monthly
Web presence
top 0.16%
of 133.2M domains by links, Common Crawl
Backed byfrom the funds' portfolios and accelerator catalogs
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Overview

Helping financial professionals find, engage and retain clients. Know what your audience is thinking about and what's happening in every prospect's world. Sourced, compliance-safe AI for financial advisors.

News

News Military.com 20 days ago
10 Money Habits That Can Save Military Families Thousands Per Year
Small, repeatable habits can compound into financial security.
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News AppStore 26 days ago
Lullkit: Productivity Hacks-App
Lade "Lullkit: Productivity Hacks
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News Gadget Review 28 days ago
Singapore Is Paying People to Put Down Their Phones and Read Books
Singapore's ReadSG program pays citizens virtual coins for logging daily reading time, aiming to curb phone use through small financial nudges.
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News 404 Media 1 month ago
A Secretive DHS 'Predictive Policing' Unit is Analyzing Americans' Financial Habits and Pulling Them Over
404 Media is revealing the name of Border Patrol's predictive policing units, which analyze financial data and have local cops pull people over. The people are not suspected of any particular crime.
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News Levelbrook AI Practice 1 month ago
Your company does not have processes. It has habits. Levelbrook
There are dozens of well-funded companies building the same AI agent for the same back office, and they are not wrong about the capability. They are aimed at the wrong scarce resource. The constraint was never labour, and it was never the model.
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