Datadasher
Datadasher is a vertical AI platform for financial advisors that automates meeting prep, compliance-ready notes, CRM sync, and client follow-ups. The SOC 2 certified San Francisco company serves US advisors and is expanding into Hong Kong and Singapore.
- Company typePrivate
- Founded2023
- HeadquartersPalo Alto, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Datadasher does
Datadasher (DataDasher Inc.) is a vertical AI software company that builds workflow automation for financial advisors, RIAs, broker-dealers, and wealth management firms. Founded in 2023 and headquartered at 1 Sansome Street, 35th Floor, San Francisco, California, the company operates a single integrated platform that automates the work surrounding client meetings — AI-generated meeting prep briefs from CRM and prior conversations, real-time compliance-ready note capture during Zoom, Microsoft Teams, Google Meet, Webex, phone, and in-person meetings, two-way sync into Redtail, Salesforce, and WealthBox with field-level mapping, and personalized follow-up drafting in the advisor's voice. A Bento Engine add-on provides proactive life-event and milestone triggers (Moments That Matter across Life Events, Life in Numbers, and Children & Wealth), and a View-Only Admin Seat supports firm-level oversight.
The platform is SOC 2 Type II certified with annual audits, GDPR compliant with Article 28 data processing agreements, and secured with TLS 1.3 end-to-end encryption plus multi-tenant firm-level data isolation. The product surface spans a web app (ria.datadasher.ai), an iOS app, and integrations with Google Calendar, Outlook, and HubSpot. The company monetizes through tiered SaaS subscriptions — Standard Annual at $120/month, Premium Annual at $169/month (with the Bento Engine add-on at $50/month), a $149/month monthly option, a $25/month View-Only Admin Seat, and contact-based Enterprise pricing — and operates a hybrid product-led growth and enterprise field sales motion with a 14-day free trial.
Go-to-market combines self-serve signup, direct enterprise demos, industry events (notably the Hubbis Independent Wealth Management Forum in Hong Kong 2026), and the #1 Featured Orion Partner channel. The leadership team comprises CEO and founder Alexander Kearns and CTO and co-founder Raymond Zhen. The company has 1-10 employees, is privately held, has not disclosed institutional venture funding, and serves a customer base that includes OneAscent, Zenith Asset Advisors, PPM Advisors, and Summit Wealth Partners. Kevin Beard, co-founder of Atria Wealth Solutions, joined the advisory board with a strategic investment in June 2026. Operating geographies currently span the San Francisco Bay Area and expanding Asia Pacific presence in Hong Kong and Singapore.
Datadasher firmographics
Firmographics- Name
- Datadasher
- Legal name
- DataDasher Inc.
- Website
- https://datadasher.ai
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Datadasher is a vertical AI platform for financial advisors that automates meeting prep, compliance-ready notes, CRM sync, and client follow-ups. The SOC 2 certified San Francisco company serves US advisors and is expanding into Hong Kong and Singapore.
- Ownership category
- akta.pro rank
Where Datadasher is headquartered
LocationHeadquarters
- HQ city
- Palo Alto
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Datadasher business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- SaaS Subscription: Monthly or annual subscription-based pricing per user/advisor. Includes full access to AI features, unlimited meetings, and team collaboration tools. Upsell opportunities through add-ons like Bento Engine.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Financial Advisors - Standard Annual |
| Subscription | Annual | Financial Advisors - Premium Annual |
| Subscription | Monthly | Financial Advisors - Monthly |
| Subscription | Annual | Standard Annual - For individuals and small teams |
| Subscription | Annual | Premium Annual - Advanced features |
| Subscription | Multi-year contract | Enterprise - For organizations |
| Subscription | Monthly | View-Only Admin Seat |
| Subscription | Monthly | Earlier pricing reference |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels4 records
Datadasher product offering
Product offeringCore offering
DataDasher is a vertical AI platform built for financial advisors and wealth management firms that automates administrative workflows across the client meeting lifecycle. The product captures meetings, generates compliance-ready notes, drafts personalized follow-ups in the advisor's voice, auto-populates the firm's CRM (Redtail, Salesforce, WealthBox) with field-mapped data, and runs the Bento Engine library of proactive client milestone alerts and engagement triggers.
Product overview
DataDasher is a single unified AI platform for financial advisors, wealth management firms, RIAs, broker-dealers, and financial institutions. The core DataDasher AI Platform automates meeting prep, note-taking, CRM updates, and follow-ups while surfacing insights from client interactions. The platform is offered through tiered subscription plans: Standard Annual ($120/month), Premium Annual ($169/month), and Enterprise (custom pricing). Optional add-ons include Bento Engine ($50/month) for advanced milestone tracking and client analytics, and View-Only Admin Seats ($25/month) for stakeholder oversight. Key integrated features include AI Meeting Notes, AI Meeting Prep, AI Tasks & Follow-ups, CRM Sync with Redtail/Salesforce/WealthBox, Proactive Touchpoints, and Hyper-Powered AI Search.
Differentiator
Problem solved
Functional benefit
Brands
- Bento Engine: A library of proactive milestone alerts and client engagement triggers including Moments That Matter across Life Events, Life in Numbers, and Children & Wealth. Available as an add-on for the Premium plan.
Products and services
- DataDasher AI Platform Vertical AI software for financial advisors and wealth management firms that automates client meeting prep, generates compliance-ready notes, syncs data to industry CRMs, drafts personalized follow-ups, and drives proactive client engagement through the Bento Engine milestone library.
Quantifiable outcome
- 15+ hours saved per week per advisor
- +4 more outcomes
Companies that use Datadasher
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles2 records
Datadasher technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration11 records
AI capability8 records
Feature9 records
Datadasher partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core.
- RedtailcoreCRM integration partner. DataDasher syncs notes, tasks, and follow-ups directly to Redtail CRM, mapped to right client profiles and custom fields.
- SalesforcecoreCRM integration partner. DataDasher syncs data to Salesforce CRM with proper field mapping.
- WealthBoxcoreCRM integration partner. DataDasher integrates with WealthBox for workflow automation.
- ZoomcoreVideo conferencing integration for capturing meeting notes during Zoom calls.
- Microsoft TeamscoreVideo conferencing integration for capturing meeting notes during Teams calls.
- HubbiscoreDataDasher hosted a closed-door roundtable in Hong Kong alongside Hubbis to discuss AI transition from experimentation to execution in private wealth management. Hubbis is a leading forum organizer for independent wealth management in Asia.
Scale indicators5 records
Recent moves5 records
Expansion highlights6 records
Datadasher competitors and assessment
Company assessmentDirect peers
- Zocks: Zocks is a vertical AI meeting-notes and client-intelligence platform purpose-built for financial advisors, directly competing with DataDasher on AI meeting capture, CRM sync, and follow-up automation inside wealth management.
- Jump AI: Jump AI is an AI productivity tool built specifically for financial advisors, covering meeting prep, notes, and CRM updates — overlapping with DataDasher's core advisor workflow automation in the same customer segment.
Broad incumbents
- Advisor360°: Advisor360° is an integrated technology platform for broker-dealers and RIAs covering CRM, portfolio reporting, and client experience. It competes with DataDasher at the enterprise wealth-management layer with a much broader suite.
- Salesforce (Einstein / Sales Cloud): Salesforce is both a CRM integration partner and a broad incumbent; Einstein and Sales Cloud increasingly bundle AI meeting summaries, follow-up drafting, and CRM auto-fill that overlap with DataDasher's core feature set.
- Envestnet | Yodlee: Envestnet is a large wealth-tech platform offering advisor tools, data aggregation, and analytics. It is comparable as a broad incumbent in the same wealth-management technology stack DataDasher sells into.
- Orion: Orion is a major wealth-management technology provider (DataDasher's #1 Featured Partner). It overlaps as a broad incumbent whose ecosystem and integrations shape DataDasher's distribution and competitive context.
- Microsoft Copilot for Sales: Microsoft Copilot adds meeting recaps, CRM updates, and email drafting natively inside Teams and Outlook. It is comparable as a broad incumbent whose bundled AI features compete with DataDasher's per-seat subscription.
Emerging players
- TIFIN: TIFIN builds AI-driven platforms for wealth management and asset management, including advisor enablement and personalization tools. It overlaps with DataDasher in applying AI to advisor productivity and client engagement.
- Otter.ai: Otter.ai is a horizontal AI meeting-notes and transcription product used by advisors among others. It overlaps with DataDasher's AI Meeting Notes feature as a horizontal alternative lacking wealth-management-specific compliance and CRM workflows.
Others
- Gong: Gong is a conversation-intelligence platform that captures, transcribes, and analyzes client/sales meetings. It is thematically adjacent to DataDasher's meeting capture and AI-search functionality, though oriented to revenue teams rather than advisors.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
Datadasher social profiles
Digital presenceDatadasher compliance and trust
Trust signalCompliance3 records
Datadasher financial estimates
Financial estimateRevenue estimate
Valuation estimate
Datadasher leadership team
Management profileNumber of profiles
Profiles3 records
Datadasher funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Datadasher M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Datadasher
What does Datadasher do?
DataDasher is a vertical AI platform built for financial advisors and wealth management firms that automates administrative workflows across the client meeting lifecycle. The product captures meetings, generates compliance-ready notes, drafts personalized follow-ups in the advisor's voice, auto-populates the firm's CRM (Redtail, Salesforce, WealthBox) with field-mapped data, and runs the Bento Engine library of proactive client milestone alerts and engagement triggers.
Is Datadasher a public or private company?
Datadasher is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Datadasher founded?
Datadasher was founded in 2023. It employs 1 to 10 people.
Where is Datadasher based?
Datadasher is headquartered in Palo Alto, United States, in the North America region.
How does Datadasher make money?
One revenue line is on record: saaS Subscription.
Who are Datadasher's main competitors?
Direct peers on record are Zocks and Jump AI. Broad incumbents are Advisor360°, Salesforce (Einstein / Sales Cloud), Envestnet | Yodlee, Orion and Microsoft Copilot for Sales. Emerging players are TIFIN and Otter.ai. Gong is listed as an others.
Does Datadasher have an API?
No public API is recorded for Datadasher.