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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

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Company
Wealthbox Bet Advisors Would Use a CRM They Didn't Hate - Now It Wants AI to Run the Follow-Up
Fintech · Saas · Enterprise

Wealthbox Bet Advisors Would Use a CRM They Didn't Hate - Now It Wants AI to Run the Follow-Up

A clean interface got Wealthbox into thousands of advisory firms. A $200 million bet now asks whether that beloved system of record can become the system that does the work - without turning into the bloated software it set out to replace.

wealth-management-crm · financial-advisorsRead →
Company
Opto Investments
Fintech · Saas · Enterprise

Opto Investments

Opto is building the operating system behind bespoke private-market programs - turning fund formation, diligence, subscriptions, capital calls and reporting into one continuous workflow for wealth managers.

private-markets · wealthtechRead →