Our mission is to make financial services dramatically better.
Financial services run on software built decades ago. We’re building a firm that runs itself, where agents carry the full weight of the operation, empowering our advisors to focus on the relationships and trust at the heart of excellent client service.
Agents are the primary users of our platform. They’re aware of everything happening on it: emails, calls, documents, activity across the markets, news, all of it. They coordinate with other agents, generate dynamic UI interfaces for humans, and take action.
Agents drive work, not conversation. Work in this industry can span days or weeks, across dozens of decision points and several hands. Our agent runtime is built for it: agents react as the world moves — an email arrives, an ACH lands, the markets shift. They pick work back up, push it forward, and pull in people exactly when needed.
We’re not SaaS that plugs into someone’s workflow — we are the workflow, end to end. Every interaction, decision and outcome we create deepens a base of institutional knowledge that compounds with each model release.
We’ve raised $64M from top tier investors to accelerate our mission.
We have some of the biggest industry leaders on our board: Former CEO of Vanguard, Former CFO of Schwab, Founder of Altruist, and the author of The Psychology of Money. We’re a small team based in NYC that hail from high growth startups like Stripe, Ramp, Plaid, Rippling, Glean etc. on a mission to scale a business that already manages over $1B in assets.
It’s a massive $20T+ market, and we think it’s ready to be rebuilt.
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