Home / Meeting notes & follow-up / Fathom
General-purpose AI notetaker for Zoom, Google Meet and Microsoft Teams calls. Free for individuals, with CRM updates for teams. Not built for advisors. ↗ fathom.ai
Pricing
Free plan. Premium $16–$20/user/mo. Team $15–$19 and Business $25–$34/user/mo (2-user minimum). Enterprise: talk to sales.
Integrations
- Zoom
- Microsoft Teams
- Google Meet
- Salesforce
- HubSpot
- Zapier
- Slack
- ChatGPT
- Claude
Security & compliance claims
- SOC 2 Type II, GDPR and HIPAA mentioned on homepage
These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.
Our take
Cheap, but it isn't built for advisors and doesn't list Redtail, Wealthbox or Orion integrations. Check books-and-records and archiving with your CCO first.
Referral / partner program
partner program (link in footer; terms not checked) ↗ fathom.ai
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