client-engagement
(11)
Dynamic Planner built a business on the second opinion
People wanted a human to check the computer’s financial advice. Dynamic Planner turned that habit into a software business, then rebuilt it when its original customers changed course.
Snappy Kraken Put the Boring Parts of Advisor Marketing on Autopilot - Without Pretending Trust Can Be Automated
Seven thousand advisors use Snappy Kraken to keep prospects warm, clients informed and compliance teams out of panic mode. Its real product is not content - it is follow-through.
PetDesk’s First App Failed Miserably. Its Veterinary Pivot Now Touches 44 Million Appointments a Year
Three founders recycled the backend of a failed location app into a workflow tool for overworked vet clinics. The useful lesson is not “pivot to pets” - it is how PetDesk wrapped old systems in a simpler customer experience, then expanded one tedious task at a time.
Adam Holt Drew Finance Back to One Page
Before Asset-Map became software used to organize trillions in financial instruments, it was Adam Holt's hand-drawn answer to a stack of reports nobody wanted to read.
A Client Rejected His Financial Plan. Asset-Map Turned the One Page He Kept Into a Business
Financial planning kept producing thicker reports. Adam Holt's client wanted the scribbled one-page map instead. Asset-Map built a fintech company around that awkward, useful rejection.
The App That Follows Caseworkers Into the Field
Diona doesn't build the giant case-management systems governments buy. It builds the app that finally gets a caseworker out of the office - and Arizona says that saved $18.7 million a year.
Angela Culver-Gleason Turns Enterprise Marketing Into a System That Can Learn
At Citi, Angela Culver-Gleason brings a technologist’s respect for data to a marketer’s oldest problem: earning attention, trust and action across a sprawling global business.
Nitrogen (formerly Riskalyze)
Nitrogen, formerly Riskalyze, is an Auburn, California wealth-management software company that helps financial advisors grow their firms. It invented the Risk Number, a way to quantify an investor's risk tolerance and align it with their portfolio, and has expanded into a connected suite covering proposal generation, investment research, financial planning, client engagement, compliance and AI-assisted advisor workflows. More than five million investors have received a Risk Number, and the platform snaps into the gap between a firm's marketing, CRM and asset platforms to create a consistent client experience.
Seeds
Seeds is a New York-based wealthtech company that gives financial advisors an end-to-end platform for building personalized, values-aligned investment portfolios. Founded in 2020 by advisors Zach and Michael Conway, Seeds combines client assessment, proposal generation, direct indexing, tax-loss harvesting, rebalancing and trading into a single system - letting registered investment advisors (RIAs) deliver customized investing at scale without stitching together legacy tools. The company has raised more than $16.5 million, including a $10M Series A led by Portage in 2025.
Ignition
Ignition, founded in Sydney in 2013 as Practice Ignition, is a revenue and billing automation platform for accounting firms, bookkeepers, and professional-services businesses. It combines digital proposals, engagement letters, automated invoicing, and integrated payments into one system so firms can win clients, get paid on time, and reduce scope creep. More than 7,500 businesses use Ignition, and customers processed roughly $3.1 billion through the platform in 2025.
Postilize
Postilize is an AI-powered proactive relationship management (PRM) platform built for law firms and professional services. Instead of waiting for someone to log a note in a CRM, it scans millions of public signals - stock filings, news, M&A activity, leadership changes, lawsuits - to flag client opportunities and risks before the phone rings, then drafts timely outreach in each partner's own voice and quietly keeps contact data clean. Founded in 2023 by Introhive veteran Jody Glidden, Postilize raised seed funding and secured a strategic investment from legal-tech giant Litera in August 2025.