Playbook
Agent orchestration for RIA operations, onboarding and document reviews
Playbook, previously Powder, runs AI agents through packaged and custom workflows for wealth firms, covering client onboarding, account-transfer reconciliation, proposals, estate, tax and insurance document review, compliance checks and prospect research. It routes each task to a model chosen on quality and cost, and lists several multi-billion-dollar RIAs as clients.
GAII take
Broadened from document analysis to operations orchestration; overlaps with custodial and CRM vendors' own AI, so test integrations with Schwab, Fidelity and Salesforce.
Broadened from document analysis to operations orchestration; overlaps with custodial and CRM vendors' own AI, so test integrations with Schwab, Fidelity and Salesforce.
- Website
- askplaybook.ai
- Headquarters
- San Francisco, CA, USA
- Founded
- 2023
- Company type
- Startup
- Funding
- $5.0M · Pre-seed / Seed
- Latest round
- Seed · $5M · Jul 2024
- Status
- Active
- Founders
- Kanishk Parashar, Soo Yung Cho, David Goerz, Alex Leung
- Investors
- Y Combinator, General Catalyst, FundersClub, Elefund, Litquidity Ventures, Script Capital
- Named customers
- SCS Financial, IEQ Capital, Catalytic Wealth, OnePoint BFG Wealth Partners, First Foundation Advisors, Chicago Partners, EPIQ Capital, Sunpointe Investments
- Also in
- Risk, Compliance & Operations
- Buyer
- Wealth managers & RIAsFamily offices
- Asset class
- Multi-asset
- Workflow
- Reporting & IRCompliancePortfolio construction
- Ai capability
- Agents & automationDocument extraction
- Delivery
- SaaS application
GAII ID GAII-T0336 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.