Caddi
AI platform that finds and automates back-office work at RIAs and law firms.
trycaddi.comCaddi finds repetitive work across a firm's connected tools, builds software agents for it from a screen share or description, and logs each run. The company says it serves RIAs and law firms and lists more than 150 integrations.
Caddi was founded in Seattle in 2024 and announced a $5 million seed round led by Ubiquity Ventures in March 2025, according to trade coverage.
What it does
- Workflow discovery
- Agent builder
- Run monitoring and governance
- Back-office automation
Works with
Integrations
As listed by Caddi.
Coverage
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