Powder
AI agents that read client statements and estate documents and build advisor proposals.
powderfi.comPowder's agents extract data from brokerage statements, estate documents and other financial files, and the company says users can also build proposals and combine outside assets. Its website says the product is used by wealth management firms and advisors.
Powder announced a $5 million seed round in 2024, according to trade coverage.
What it does
- Document data extraction
- Proposal building
- Outside asset aggregation
- API access
Coverage
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