Fi
FinMate AI
AI notetaker built for financial advisor client meetings
FinMate AI offers a notetaker designed for financial advisors that captures virtual, phone and in-person client meetings in advisor-specific formats and writes them back to CRM and planning tools. It integrates with planning software such as PreciseFP and targets RIAs and independent advisors.
GAII take
Niche, advisor-designed notetaker; limited disclosed funding suggests a smaller player in a consolidating category.
Niche, advisor-designed notetaker; limited disclosed funding suggests a smaller player in a consolidating category.
- Website
- finmate.ai
- Headquarters
- California, USA
- Founded
- 2022
- Company type
- Startup
- Status
- Active
- Founders
- Daniel Yoo
- Buyer
- Wealth managers & RIAs
- Asset class
- Multi-asset
- Workflow
- Reporting & IR
- Ai capability
- Voice & transcriptionGenerative content
- Delivery
- SaaS application
GAII ID GAII-T0188 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.