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FinMate AI
AI notetaker for advisors (pre-meeting scripts, summaries, action items, compliance-ready notes), plus agentic workflow automation. ↗ finmate.ai
Pricing
Standard $39/mo billed annually (unlimited hours, CRM integrations, free trial). Enterprise: custom.
Integrations
- Salesforce
- Redtail
- Wealthbox
- Google Calendar
- Outlook
- Zoom
Security & compliance claims
- SOC 2 Type 2
- Cyber insurance via WTW and Coalition
- Penetration testing
These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.
Our take
The lowest published price among the advisor-specific notetakers we list.
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