SILLOET

What SILLOET does

SILLOET.AI is a Tampa, Florida-based software company that has built an AI-powered event intelligence platform purpose-built for independent financial advisors operating in the event marketing channel. The platform ingests attendee data from financial advisor events (seminars, dinners, conferences) — including registrations, check-ins, QR scans, and unstructured conversational notes — then applies proprietary enrichment and scoring models to surface estimated AUM potential, intent signals, and urgency rankings for each prospect. According to the company, the system processes over 200 million records daily and has identified $42 billion or more in cumulative assets across processed events.

The platform is organized as a core Event Intelligence Engine supported by five integrated modules: an Event Data Mining Engine, a Wealth Signal Detection module, a proprietary Intent Scoring Model, an SEC/FINRA-compliant AI-generated outreach module, and a CRM Auto-Sync layer that pushes structured records into Redtail, Wealthbox, Salesforce, and HubSpot. SILLOET generates revenue through a SaaS subscription model with pricing not publicly disclosed. Demand generation is driven by a free ZIP-targeted "customer report" lead magnet on the company website, supplemented by organic social presence on LinkedIn, Facebook, and Instagram, with conversion through demo requests. The customer base consists of independent registered investment advisors and broker-dealers in the United States; the company reports 340 or more advisors on the platform and cites self-reported customer outcomes including a 41% lift in event-to-meeting conversion, 6.2x ROI on seminar spend within 90 days, and 94% data match accuracy.

Founded per company records in 2025 (firmographics indicate an earlier 2018 date, which is not corroborated by detailed history or product launch records), SILLOET.AI sits at an early commercial stage with a headcount band of 11-50 employees and no disclosed funding, revenue, or ownership structure. The company has no disclosed patents, no regulatory actions, and no parent company or subsidiaries.

Name

SILLOET

Legal name

SILLOET.AI

Website

https://silloet.com

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

11–50 employees

Short description

SILLOET.AI is a Tampa-based SaaS company that provides an AI-powered event intelligence platform for independent financial advisors. It mines event attendee data, scores prospects by AUM potential and intent, and deploys SEC/FINRA-compliant outreach into major advisor CRMs.

Ownership category

akta.pro rank

Product category

Financial Advisor Marketing Software / AI Event Intelligence Platform

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industries

Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Enterprise AI Governance, Risk & Compliance Platforms (Model Risk, Audit, Policies) (HDAEANAE)

Keywords

• AI event intelligence
• Prospect intelligence platform
• Financial advisor marketing
• AUM signal detection
• Event data mining

Headquarters

HQ city

Tampa

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, Operations

Revenue model

1. Platform Subscription: SaaS subscription model providing AI-powered event intelligence platform access to financial advisors. Platform enables data mining, prospect scoring, and CRM integration for event-based marketing campaigns.

Distribution channels1 record

Marketing channels4 records

Core offering

SILLOET.AI is a SaaS event intelligence platform purpose-built for independent financial advisors. It ingests data from advisor-run events (seminars, dinners, conferences), enriches attendees with wealth signals and intent/AUM scores, and auto-deploys SEC/FINRA-compliant personalized outreach sequences directly into advisor CRMs (Redtail, Wealthbox, Salesforce, HubSpot). The platform converts event touchpoints into structured, scored prospect pipelines so advisors can prioritize and act within the critical follow-up window.

Product overview

SILLOET is a unified AI-powered event intelligence platform purpose-built exclusively for financial advisors in the event marketing channel. The platform consists of a core Event Intelligence Engine supplemented by five integrated modules: the Event Data Mining Engine (captures and structures attendee data from any touchpoint), Wealth Signal Detection (enriches prospects with AUM estimates), the Intent Scoring Model (proprietary scoring for lead prioritization), SEC/FINRA Ready Outreach (AI-generated compliant communications), and CRM Auto-Sync (native push to Redtail, Wealthbox, Salesforce, and HubSpot). The platform operates as a single integrated system — advisors upload event data, receive scored prospect intelligence, and trigger auto-CRM deployment within the follow-up urgency window.

Differentiator

Problem solved

Functional benefit

Products and services

• SILLOET.AI Event Intelligence Engine (AI-Powered Prospecting Platform) Core AI-powered SaaS platform purpose-built for independent financial advisors that mines event data (seminars, dinners, conferences), enriches attendee records with wealth signals and intent/AUM scores, generates SEC/FINRA-compliant personalized outreach sequences, and auto-syncs the structured prospect records and sequences into advisor CRMs (Redtail, Wealthbox, Salesforce, HubSpot).

Quantifiable outcome

• 41% increase in event-to-meeting conversion rate
• +4 more outcomes

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability5 records

Feature5 records

Partnerships

Four partnerships are on record, tiered core.

• RedtailcoreTechnology or IntegrationNative integration partnership allowing SILLOET to push structured prospect records, scores, and outreach sequences directly into Redtail CRM platform for financial advisors.
• WealthboxcoreTechnology or IntegrationNative integration partnership allowing SILLOET to sync prospect data and scores to Wealthbox CRM for advisor workflow management.
• SalesforcecoreTechnology or IntegrationIntegration partnership enabling SILLOET prospect data synchronization with Salesforce CRM for enterprise financial advisors.
• HubSpotcoreTechnology or IntegrationIntegration partnership allowing SILLOET to export prospect intelligence to HubSpot CRM for marketing automation and sales workflows.

Scale indicators9 records

Recent moves4 records

Expansion highlights5 records

Emerging players

• TIFIN: TIFIN builds AI-driven engagement and personalization platforms for wealth management firms and advisors, including lead generation and marketing AI. It is a partial-overlap emerging player in applying AI to advisor prospecting and client engagement.
• FINTRX: FINTRX is a data intelligence platform for the wealth management industry, providing firmographic, contact, and AUM signals on advisor prospects. It is adjacent to SILLOET's wealth-signal enrichment and could integrate-with or compete-with on underlying prospect data quality.

Broad incumbents

• Wealthbox: Wealthbox is a CRM and workflow platform built for financial advisors with API-driven third-party integrations. It is a SILLOET integration partner and a comparable workflow incumbent serving the same SMB advisor segment.
• Redtail Technology: Redtail is a CRM purpose-built for financial advisors with workflow and third-party integration capabilities. It is a native integration partner for SILLOET and a potential competitor if it builds or acquires event-intelligence features in-house.
• HubSpot: HubSpot is a broad marketing automation and CRM platform with generative AI features that RIAs adopt as a generic marketing stack. It is a SILLOET integration partner but also a competitive incumbent that financial advisors may substitute if event-specific features are not valued.
• Salesforce: Salesforce is an enterprise CRM with Einstein AI for sales and marketing automation. Enterprise advisor firms and broker-dealers use Salesforce as their system of record, making it both an integration partner and a broad incumbent that could absorb event-intelligence features.

Direct peers

• SmartAsset: SmartAsset operates a financial advisor matching platform that uses data-driven signals and lead qualification to connect consumers with advisors. It overlaps with SILLOET's wealth-signal detection and prospect-intelligence thesis at the top of the advisor funnel.
• Catchlight: Catchlight is an AI-driven lead intelligence platform for financial advisors that scores and prioritizes prospects using behavioral and financial signals. It is the most direct competitor to SILLOET's AI event-intelligence and scoring engine for the RIA channel.
• Lead Pilot: Lead Pilot provides AI-driven marketing automation and lead management tools for financial advisors, including event follow-up and CRM integration. It competes with SILLOET on advisor-specific prospect conversion workflows from seminars and webinars.
• ActivePipe: ActivePipe is an AI-powered email and marketing automation platform purpose-built for financial advisors, focused on lead nurturing and re-engagement. It competes for the same advisor-marketing-tech budget as SILLOET and overlaps on automated, advisor-specific prospect communication.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/Silloet-2280240632208965
• LinkedInlinkedin.com/company/mli-corporation
• Instagraminstagram.com/silloet_ai

Revenue estimate

Valuation estimate

Number of profiles

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 SILLOET