GReminders
GReminders provides AI-powered meeting management — scheduling, SMS/email/voice reminders, AI notetaking, and CRM automation — built natively into Redtail and Wealthbox for financial advisors, broker-dealers, and adjacent professional services firms.
- Company typePrivate
- Founded2020
- HeadquartersTustin, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What GReminders does
GReminders is an end-to-end meeting management platform built specifically for financial advisors and adjacent professional services firms. The product combines automated scheduling, multi-channel reminders (SMS, email, voice), AI notetaking with transcription and summaries, and pre-meeting briefs into a single integrated workflow that targets the operational pain points of RIAs, broker-dealers, banks, insurance agents, and small advisory practices. Its core technical differentiator is a set of native, bi-directional CRM integrations — most notably to Redtail CRM (via Orion) and Wealthbox — that bypass the need for middleware such as Zapier and route data directly into advisor workflows, opportunity trackers, and compliance archives.
The platform is delivered through multiple surfaces: a web application, native iOS and Android apps for in-person meeting capture, a Chrome/Edge Sidebar extension embedded inside Wealthbox, a published REST API with OAuth2 and an MCP server for AI-agent integrations, and CRM-embedded entry points. Pricing is per-seat SaaS starting at $8.95/user/month with tiered Business and Enterprise plans, a 7-day free trial, non-profit and HIPAA/BAA options, and volume-based enterprise contracts. GTM is hybrid, combining product-led self-service for individual advisors with enterprise field sales to broker-dealer networks and channel partnerships through CRM providers; the customer base reportedly spans 5,000+ users across 1,000+ financial institutions including named logos Osaic, Cetera, Cambridge, TAG, and Ameriflex.
GReminders is a privately held, bootstrapped company headquartered in California (city disclosed as Tustin), founded in 2020, with 11-50 employees. It holds no disclosed institutional funding and operates as an independent business. Recent product and partnership activity — including the Redtail native embed (February 2026), Hubly/Docupace integration (January 2026), Meeting Analytics & Scorecards (June 2026), and Wealthbox Sidebar Extension (June 2026) — indicates an aggressive push to deepen vertical specialization in wealth management while expanding horizontally into healthcare, legal, and accounting segments.
GReminders firmographics
Firmographics- Name
- GReminders
- Legal name
- GReminders
- Website
- https://greminders.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- GReminders provides AI-powered meeting management — scheduling, SMS/email/voice reminders, AI notetaking, and CRM automation — built natively into Redtail and Wealthbox for financial advisors, broker-dealers, and adjacent professional services firms.
- Ownership category
- akta.pro rank
GReminders industry classification
Industry- Product category
- Wealth Management Meeting Management Software
- NAICS
- Computer Systems Design and Related Services (54151), Other Activities Related to Credit Intermediation (522390)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373), Services-Management Consulting Services (8742)
- akta.pro primary industry
- GRC Platforms & Workflow Automation (HDADAIAA)
- akta.pro secondary industries
- Model Governance, Risk & Compliance (GRC) Platforms (HDAAAKAA), Compliance, GRC Workflow & Audit Automation Platforms (HDAEAHAL), IT Governance, Risk & Compliance (IT GRC) Platforms (HDAEALAK), Enterprise AI Governance, Risk & Compliance Platforms (Model Risk, Audit, Policies) (HDAEANAE), Governance, Risk & Compliance (GRC) Platforms (BPAEAPAA), Risk, Controls & Governance (GRC) Platforms (FSAFAOAG), Governance, Risk & Compliance (GRC) Managed Services (BPAEADAJ), Compliance Technology, GRC Platforms & Controls Automation Advisory (BPAHAFAO)
Keywords
Where GReminders is headquartered
LocationHeadquarters
- HQ city
- Tustin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
GReminders business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription - Per User: SaaS subscription model with per-user pricing starting at $8.95/user/month plus usage. Tiered plans including Standard, Business (with Meeting Analytics), and Enterprise. Free 7-day trial available. Annual billing options with non-profit discounts available.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Monthly | Entry-level plan starting at $8.95/user/month |
| Per seat | Multi-year contract | Enterprise tier with custom negotiated pricing |
| Per seat | Annual | Business plan required for Meeting Analytics features |
| Per seat | Annual | Non-profit discount program |
| Subscription | Annual | HIPAA-compliant paid plan with BAA |
Go-to-market motion4 records
Distribution channels7 records
Marketing channels10 records
GReminders product offering
Product offeringCore offering
GReminders provides an AI-powered end-to-end meeting management platform for financial advisors, combining automated scheduling, multi-channel reminders (SMS, email, voice), AI notetaking with transcription and summaries, and deep native CRM integrations (Redtail, Wealthbox, Salesforce). The platform automates the full meeting lifecycle from booking and pre-meeting briefs to post-meeting follow-ups, CRM sync, and compliance archiving, replacing 5+ separate tools.
Product overview
GReminders is an end-to-end meeting management platform combining automated scheduling, multi-channel reminders (SMS/email/voice), AI notetaking with transcription and summaries, and deep CRM integrations into a single unified solution. The core platform includes four integrated modules: Automated Scheduling for appointment booking, AI Notetaker for meeting recording and transcription, Automations for CRM workflow triggering, and Automated Reminders for client communication. Additional capabilities include Pre-Meeting Briefs, Meeting Analytics & Scorecards, and a GReminders Sidebar Extension for in-CRM access. The platform targets financial advisors and wealth management firms with native integrations to Redtail CRM, Wealthbox, and Salesforce, plus support for Google Calendar, Microsoft 365, Zoom, Teams, and other tools. Pricing starts at $8.95/user/month plus usage.
Differentiator
Problem solved
Functional benefit
Products and services
- Automated Scheduling End-to-end meeting scheduling platform enabling clients to book appointments directly based on advisor availability, with team scheduling/round robin, recurring appointments, one-off meetings, and automatic video conference link creation. Built for financial advisors and wealth management firms.
- AI Notetaker AI-powered meeting assistant that automatically joins virtual (Zoom, Teams, Webex, Google Meet) or in-person meetings to record, transcribe, and generate summaries with action items. Syncs directly to CRM, creates tasks, generates follow-up emails, and supports client presentation creation. Designed for financial advisors.
- Automations Workflow automation engine that creates CRM opportunities automatically, launches workflows, puts annual reviews on autopilot, sends birthday/anniversary notifications, surfaces activities/tasks, maps custom fields, and provides full contact sync. Built for financial advisory firms.
- Automated Reminders & Communications Multi-channel reminder system sending automated SMS text, email, and voice reminders at customizable times before appointments. Includes AI-generated follow-ups, timezone management, and two-way client response handling for confirmations, reschedules, and cancellations. Designed for client-facing professionals.
- Meeting Analytics & Scorecards Data-driven meeting intelligence feature that converts meeting transcripts into objective scorecards for advisor coaching, behavioral auditing, strategic initiative tracking, and prospect qualification with behavioral and financial viability metrics. Available for Business Plans users.
- GReminders API REST API (version 1) with OAuth2 and API Key authentication providing endpoints for Calendars, Events, Event Types, Teams, Users, Profiles, Routing Forms, Webhooks, and Notetaker. Rate limit is 120 requests per minute. Includes MCP (Model Context Protocol) server for AI agent integration. Designed for developers and enterprise integrators.
- Native AI Meeting Experience in Redtail CRM Native, direct integration embedding GReminders AI meeting assistant technology directly into Redtail CRM platform. Manages entire meeting lifecycle from AI notetaking and pre-meeting briefs to scheduling and follow-up without leaving Redtail. Over 2,500 active advisors use this integration.
- GReminders Sidebar Extension Chrome and Edge browser extension providing advanced scheduling tools and AI-powered meeting preparation directly inside CRM interfaces (Wealthbox). Includes one-on-one booking links, one-off meetings with multiple advisors, AI Meeting Prep button, and client presentation generation.
- Mobile App (iOS/Android) Native mobile application for iOS (App Store) and Android (Google Play) allowing users to record in-person meetings and upload recordings to the AI Notetaker for processing and CRM sync. Designed for advisors on the go.
- Embed Booking Widget Embeddable scheduling/booking widget for websites, blogs, WordPress, Wix, and Shopify. Supports Basic HTML IFrame, Javascript Modal, and Javascript Inline implementations with optional pre-populated fields and UTM tracking.
Quantifiable outcome
- 70% of advisors report measurable improvements within 3 months
- +5 more outcomes
Companies that use GReminders
Customer profileNamed customers25 records
Segments8 records
Ideal customer profiles3 records
GReminders technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration24 records
AI capability7 records
Feature9 records
GReminders partnerships and signals
Strategic signalPartnerships
14 partnerships are on record, tiered core, major and strategic.
- Orion (Redtail CRM)coreNative, direct integration embedding GReminders AI meeting assistant technology directly into Redtail CRM platform. Allows advisors to manage entire meeting lifecycle from AI notetaking to scheduling and follow-up without leaving Redtail. Over 2,500 active advisors use this integration. Enhanced integration available at no additional cost to existing users.
- WealthboxcoreNative integration with Wealthbox CRM providing scheduling tools and AI-powered meeting preparation accessible via GReminders Sidebar Chrome/Edge Extension. Enables scheduling, pre-meeting briefs, and CRM workflows directly within Wealthbox interface.
- SalesforcemajorCRM integration with Salesforce including Financial Services Cloud support. Allows sending SMS reminders from Salesforce and automating scheduling workflows.
- HubSpotmajorCRM integration with HubSpot for contact management and workflow automation.
- Hubly (Docupace)strategicAPI-based integration partnership where GReminders integrates with Hubly workflow automation platform. Co-hosted webinar planned for January 15 to demonstrate automation capabilities for financial advisors. Hubly is part of Docupace.
- ZoommajorVideo conferencing integration allowing GReminders AI Notetaker to automatically join Zoom meetings and generate summaries, action items, and transcripts.
- Microsoft TeamsmajorVideo conferencing integration allowing GReminders AI Notetaker to automatically join Microsoft Teams meetings.
- Google MeetmajorVideo conferencing integration allowing automated meeting link creation and AI notetaker functionality for Google Meet meetings.
- PreciseFPstrategicIntegration with financial planning tools enabling GReminders to launch Engagements in Precise FP when scheduling specific event types.
- Google CalendarcoreBi-directional calendar sync with Google Calendar. Supports shared calendars, timezone management, and sending reminders on all appointments regardless of booking source.
- Microsoft 365/Outlook/ExchangecoreCalendar integration with Microsoft Office 365, Outlook, and Exchange. Supports bi-directional sync and sending reminders on all appointments.
- SmarshstrategicCompliance archiving partnership supporting Smarsh for FINRA-compliant message retention and e-discovery of SMS, email, and voice reminders.
- Global RelaystrategicCompliance archiving partnership supporting Global Relay for regulatory-compliant message retention and supervision.
- VeritasstrategicCompliance archiving partnership supporting Veritas for regulatory-compliant message retention and e-discovery.
Scale indicators9 records
Recent moves6 records
Expansion highlights6 records
GReminders competitors and assessment
Company assessmentDirect peers
- Fireflies.ai: AI meeting notetaker and conversation intelligence tool competing with GReminders' AI Notetaker. Broad horizontal product with CRM integrations, but lacks advisor-specific compliance archiving and depth of native wealth management CRM integrations.
- Chili Piper: Scheduling and revenue orchestration platform for B2B sales teams. Direct competitor in enterprise meeting routing and scheduling; overlaps with GReminders' automated scheduling and event routing but is sales-team-focused rather than advisor/wealth-focused.
- OnceHub: Scheduling platform (formerly ScheduleOnce) targeting sales and service teams. Direct competitor in enterprise scheduling and routing; overlaps with GReminders on booking workflows but lacks the depth of advisor-specific AI features and CRM native integrations.
- Calendly: Leading direct scheduling and meeting booking platform for professionals. Competes head-to-head with GReminders on automated scheduling and reminders but lacks native Redtail/Wealthbox CRM integrations and built-in AI notetaking for advisors.
- Otter.ai: AI meeting transcription, notes, and summary platform. Competes directly with GReminders' AI Notetaker capability across meetings, though Otter is horizontal (not advisor-vertical) and does not bundle native CRM/Redtail/Wealthbox integrations.
- Acuity Scheduling: Squarespace-owned appointment scheduling platform widely used by SMBs and service professionals. Direct competitor on the scheduling/reminder front, though it lacks AI notetaking, advisor-specific CRM integrations, and FINRA/HIPAA compliance archiving.
Emerging players
- Gong.io: Conversation intelligence and revenue AI platform for sales teams. Overlaps with GReminders' Meeting Analytics/Scorecards for advisor coaching; expanding into financial services and could compete on conversation analytics, though less focused on scheduling workflows.
Broad incumbents
- HubSpot (Meetings / Sales Hub): HubSpot Meetings is a scheduling module inside the broader HubSpot CRM platform, which GReminders integrates with. As a broad incumbent, HubSpot bundles scheduling, CRM, and marketing automation - a competitive threat if it deepens advisor-specific features or acquires a niche player.
- Salesforce (Scheduler / Financial Services Cloud): Salesforce Scheduler (formerly Einstein Scheduling) is part of the Salesforce platform with Financial Services Cloud targeting wealth managers. Direct enterprise competitor; GReminders integrates with Salesforce FSC but Salesforce could bundle competing AI meeting features.
- Microsoft Bookings: Scheduling app bundled within Microsoft 365 that competes on basic appointment booking for Outlook/Microsoft 365 users. As a broad incumbent with deep Microsoft ecosystem penetration, it is a long-term competitive threat especially for enterprise Microsoft-centric firms.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks5 records
Key highlights7 records
Customer concentration
GReminders social profiles
Digital presenceGReminders compliance and trust
Trust signalCompliance4 records
GReminders financial estimates
Financial estimateRevenue estimate
Valuation estimate
GReminders leadership team
Management profileNumber of profiles
GReminders funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
GReminders 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 GReminders
What does GReminders do?
GReminders provides an AI-powered end-to-end meeting management platform for financial advisors, combining automated scheduling, multi-channel reminders (SMS, email, voice), AI notetaking with transcription and summaries, and deep native CRM integrations (Redtail, Wealthbox, Salesforce). The platform automates the full meeting lifecycle from booking and pre-meeting briefs to post-meeting follow-ups, CRM sync, and compliance archiving, replacing 5+ separate tools.
Is GReminders a public or private company?
GReminders is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was GReminders founded?
GReminders was founded in 2020. It employs 11 to 50 people.
Where is GReminders based?
GReminders is headquartered in Tustin, United States, in the North America region.
How does GReminders make money?
One revenue line is on record: subscription - Per User.
Who are GReminders's main competitors?
Direct peers on record are Fireflies.ai, Chili Piper, OnceHub, Calendly, Otter.ai and Acuity Scheduling. Gong.io is listed as an emerging player. Broad incumbents are HubSpot (Meetings / Sales Hub), Salesforce (Scheduler / Financial Services Cloud) and Microsoft Bookings.
Does GReminders have an API?
Yes. GReminders offers a REST API (version 1) with OAuth2 and API Key authentication. The API provides endpoints for Calendars, Events, Event Types, Teams, Users, Profiles, Routing Forms, Webhooks, and Notetaker. Rate limit is 120 requests per minute. The platform also supports webhooks for event notifications (bookings, reschedules, cancellations, confirmations) and works with Zapier for low-code automation. An MCP (Model Context Protocol) server is available at https://api.greminders.com/mcp supporting availability checking, meeting booking, and AI agent chat with contact records. Developer documentation is at developer.greminders.com.
What industry is GReminders in?
GReminders's product category is Wealth Management Meeting Management Software. Its primary akta.pro industry code is HDADAIAA, GRC Platforms & Workflow Automation, with a secondary code of HDAAAKAA, Model Governance, Risk & Compliance (GRC) Platforms. Its NAICS code is 54151 and its SIC code is 7372.