What FinMate AI does

FinMate AI (legal entity Trellish, Inc., a Delaware corporation) is a vertical AI software company that automates note-taking, meeting summarization, and follow-up workflows specifically for financial advisors. The platform is built on Google Cloud Services and consists of three products: Notetaker AI (which automatically captures, transcribes, and summarizes client meetings across Zoom, Google Meet, Microsoft Teams, RingCentral, WebEx, GoTo Meeting, and in-person formats, producing compliance-ready notes, action items, and follow-up emails), Agentic AI (autonomous agents that handle CRM updates, multi-step client workflow scheduling, and compliance review automation), and Consulting (expert-led AI implementation, policy development, and training services for advisory firms). Underlying capabilities combine third-party speech and NLP models with a proprietary pre- and post-meeting AI processing pipeline tuned for financial advisory conversation patterns, supported by an integration ecosystem spanning 19+ platforms across CRMs (Salesforce, Redtail, Wealthbox, HubSpot, Practifi, XLR8, Salentica, Zinnia), financial planning tools (eMoney, MoneyGuidePro, RightCapital, Income Lab, Holistiplan, Asset Map, Invent, PreciseFp), and video/phone systems.

The company operates a hybrid GTM combining product-led growth (self-serve free trial via web and iOS/Android apps) with enterprise field sales featuring custom pricing, dedicated success managers, and structured consulting engagements for larger firms. Revenue is generated through two subscription tiers — Standard at $39/month per advisor (billed annually, 22% discount) and Enterprise with custom pricing for unlimited seats, custom integrations, priority support, and SLAs — supplemented by professional services revenue from the consulting practice. The company claims 'thousands of advisors' across a customer base that includes Manulife, Thrivent, IG Wealth, Lincoln Investment, Assante, J.W. Cole, Farther, and other named advisory firms, and is positioned as 'designed by Financial Advisors, for Financial Advisors,' with co-founders Daniel Yoo, Jonathan Liu, and Tyler Chae leading a 1-10 person team headquartered in Silicon Valley, California.

FinMate's strategic positioning emphasizes enterprise-grade security (SOC2 Type 2, ISO 27001, PCI-DSS, annual VAPT, cyber insurance through Coalition and WTW, US-only data storage) as a procurement gate for regulated buyers, alongside a stated productivity value proposition of saving advisors up to 5 hours per week by eliminating manual note-taking and automating post-meeting workflows. Distribution leverages direct web signup, mobile app stores, CRM partner channels (Salesforce AppExchange, Redtail, Wealthbox), and thought leadership through founder-led seminars, podcast appearances, and PR in industry publications such as Advisor Perspectives, COMPLY, and VettaFi.

Name

FinMate AI

Legal name

Trellish, Inc.

Website

https://finmate.ai

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

FinMate AI is a vertical AI meeting-intelligence platform for financial advisors, offering automated transcription, AI-generated notes, autonomous CRM and workflow automation, and consulting services. It serves thousands of advisors across SMB and enterprise firms via subscription and professional services.

Ownership category

akta.pro rank

Product category

Wealth Management Productivity Software

NAICS

Computer Systems Design and Related Services (54151)

SIC

Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA)

Keywords

• Financial advisor software
• AI meeting transcription
• Wealth management automation
• Advisory workflow tools
• Agentic AI assistants

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription - Standard Tier: Monthly/annual subscription at $39/month for unlimited meeting hours, AI summaries, CRM integrations, and dedicated success manager. Annual billing saves 22%.
2. Subscription - Enterprise Tier: Custom pricing for unlimited/custom hours, all Standard features plus custom integrations, priority support, and SLA guarantee. Designed for large teams and multiple groups.
3. Consulting Services: Expert-led implementation and strategy services to embed AI into advisory practices at scale. Includes education, AI policy development, and structured implementation roadmap.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

FinMate AI provides an AI-powered workflow platform for financial advisors that automates meeting note-taking, transcription, and follow-up tasks across virtual, in-person, and phone meetings. The platform combines Notetaker AI, Agentic AI for autonomous workflow automation, and consulting services to integrate with leading CRMs, financial planning tools, and video conferencing systems used by advisory practices.

Product overview

FinMate AI offers a three-product platform for financial advisors: Notetaker AI (core product for automatic meeting capture and transcription), Agentic AI (core product for autonomous workflow automation and CRM updates), and Consulting (add-on service for AI implementation strategy and training). The products integrate with existing CRMs (Salesforce, Redtail, Wealthbox, HubSpot), financial planning tools (eMoney, MoneyGuidePro, RightCapital), and video platforms (Zoom, Google Meet, Teams). Pricing includes Standard ($39/month) and Enterprise tiers.

Differentiator

Problem solved

Functional benefit

Products and services

• Notetaker AI AI-powered notetaking solution that automatically captures, transcribes, summarizes, and organizes client meeting content, generating action items, compliance-ready notes, and follow-up emails. Supports virtual (Zoom, Google Meet, Teams), in-person, and phone meeting formats. Includes pre-meeting scripts and talking points. Designed for financial advisors and advisory teams.
• Agentic AI Intelligent autonomous agents that handle follow-ups, CRM updates, and workflow automation on autopilot. Includes scheduling complex multi-step client workflows, automated compliance reviews, and personalized client-facing material generation based on meeting outcomes. Follows a four-step process: Discover & Scope, Contract & Onboard, Deliver & Present, Ongoing Support. Designed for financial advisory firms.
• Consulting Expert-led AI implementation and strategy services for advisory firms. Includes a four-step process: Interview and Assessment, Client Planning, Building Structure, and Final Review Meeting. Helps advisors adopt AI responsibly with policy documents, training programs, and integration roadmaps.

Quantifiable outcome

• Save up to 5 hours per week per advisor through automated notetaking and follow-ups
• +2 more outcomes

Named customers19 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration26 records

AI capability8 records

Feature5 records

Partnerships

13 partnerships are on record, tiered core and strategic.

• CoalitioncoreOthersCyber insurance partner providing comprehensive cyber liability protection through Coalition Active Insurance. Partnership ensures extensive protection against cyber threats and safeguards sensitive financial advisory data.
• WTWcoreOthersInsurance broker partner providing comprehensive cyber risk management and protection through WTW's insurance products alongside Coalition Active Insurance for data and systems security.
• Google Cloud ServicescoreTechnology or IntegrationCloud infrastructure provider powering FinMate AI's platform with multi-region redundancy, backup, advanced network security, and DDoS protection.
• ZoomcoreTechnology or IntegrationVideo conferencing integration for meeting transcription and recording. FinMate notetaker joins Zoom meetings to automatically capture and transcribe content for AI-powered note generation.
• Google MeetcoreTechnology or IntegrationVideo conferencing integration supporting both video conference and phone call transcription for AI-powered meeting notes.
• Microsoft TeamscoreTechnology or IntegrationVideo conferencing and phone integration for Teams video conferences and phone calls with AI-powered transcription and note generation.
• SalesforcecoreTechnology or IntegrationCRM integration allowing FinMate to send notes, tasks, events, and start workflows directly within Salesforce CRM for financial advisors.
• RedtailcoreTechnology or IntegrationCRM integration for Redtail users to send meeting notes, tasks, events, and trigger workflows from FinMate AI.
• WealthboxcoreTechnology or IntegrationCRM integration connecting FinMate meeting notes and tasks directly to Wealthbox CRM workflows.
• eMoneystrategicTechnology or IntegrationFinancial planning platform integration allowing FinMate to send client financial data directly to eMoney for comprehensive planning workflows.
• MoneyGuideProstrategicTechnology or IntegrationGoals-based financial planning software integration enabling advisors to send client meeting data to MoneyGuidePro for retirement and life goal planning.
• RightCapitalstrategicTechnology or IntegrationFinancial planning tool integration for tax-efficient projections and retirement analysis connected to FinMate meeting data.
• PreciseFpstrategicTechnology or IntegrationIntegration hub connecting multiple financial planning tools including eMoney, MoneyGuidePro, RightCapital, Asset-Map, Income Lab, and Holistiplan via PreciseFp to FinMate.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Emerging players

• Fireflies.ai: Fireflies.ai is an AI meeting assistant that records, transcribes, and analyzes meetings across Zoom, Teams, and Google Meet. It overlaps with FinMate on horizontal meeting intelligence and increasingly targets vertical use cases including financial services.
• Fathom: Fathom is a free AI meeting notetaker that records, transcribes, and summarizes Zoom, Google Meet, and Teams calls. It represents a low-cost horizontal competitor that could pressure FinMate's $39/month Standard tier pricing.
• Sembly AI: Sembly AI is an AI meeting assistant that generates summaries, action items, and insights from meetings. It overlaps with FinMate's Notetaker AI capabilities and competes for the same SMB and mid-market customer segment.
• Read AI: Read AI provides AI meeting summaries, transcripts, and engagement analytics across video conferencing platforms. It competes with FinMate on meeting intelligence and is increasingly expanding into vertical enterprise workflows.
• Otter.ai: Otter.ai is a leading horizontal AI meeting transcription and summarization platform used across industries including financial services. It competes with FinMate on the core notetaking feature but lacks FinMate's deep vertical integrations with advisor CRMs and financial planning tools.

Broad incumbents

• Salesforce Einstein: Salesforce Einstein is the AI layer embedded across the Salesforce CRM platform, including AI-generated summaries, automation, and predictive insights. As a CRM platform FinMate integrates with, Salesforce's native AI poses a disintermediation risk if it bundles comparable meeting intelligence.
• Microsoft Copilot for Sales: Microsoft Copilot for Sales embeds AI meeting summaries, CRM updates, and follow-up automation into Microsoft Teams and Dynamics 365. As an incumbent productivity and CRM platform, it represents both a distribution channel and a competitive threat to FinMate's meeting intelligence value proposition.

Direct peers

• Jump: Jump (formerly TimeCloud) is an AI-powered scheduling and client meeting automation platform for financial advisors. It competes directly with FinMate in advisor workflow automation and CRM-driven client engagement, targeting the same RIA buyer.
• Advisor圓 / Wealth.com (Klient): Wealth.com (Klient) provides AI-driven meeting prep, notetaking, and follow-up automation specifically for financial advisors. It competes with FinMate in the same niche of capturing advisor-client conversations and pushing structured outputs into CRM systems.
• Zocks: Zocks is an AI meeting assistant purpose-built for financial advisors that captures, transcribes, and structures client conversations into CRM records. It is the closest direct competitor to FinMate AI, addressing the same advisor persona with a similar vertical specialization strategy.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/finmate-ai

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about FinMate AI