Powder @PowderFi profile

Powder

@PowderFi

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AI Agents for precise document analysis

https://t.co/NV5OVc4b2N

SF Bay Area

Joined August 2023

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Powder

@PowderFi

6 months

“Most clients don't actually want "personalized" portfolios. What they really want is simply to feel heard and understood, and not just have a product blindly pushed at them,” according to @MichaelKitces , author of The Kitces Report. This finding is the core belief behind our

Powder

@PowderFi

10 months

Introducing Powder, the Gen AI sales copilot for wealth advisors. "Powder was created to ride shotgun with an advisor from beginning to end." @justinlmack @finplan

Fintech founders pair AI and client prospecting in new platform for financial advisors

Called Powder and crafted by the minds behind Addepar's Navigator, the wealthtech startup wants to cut the old-school sales process from months to weeks by injecting AI into every step.

www.financial-planning.com

Powder

@PowderFi

10 months

This is my first tweet