AI sales assistant that drafts client follow-ups in your voice from your real inbox
AI for Financial Prosperity
Stage
Growing
Established
Founded
Not given
2018
Based in
Not given
US
Pricing model
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Not given
Pricing
Free plan with 300 one-time credits. Growth plan at $79/month with 100 managed contacts and 1,000 credits/month. Pro plan at $329/month with 500 managed contacts and 5,000 credits/month. Enterprise at custom pricing with 1,000+ managed contacts. Unlimited seats on all plans.
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Key features
Reads email and CRM to identify best prospects
Drafts personalized emails in your voice from actual conversation history
Approval-first workflow with optional auto-send
Contact enrichment and profile updates
Learns your writing style through approvals and edits
Shared team view with unified inbox for outreach
Integrates with Gmail, Outlook, HubSpot, and Attio
Sends from your real existing inbox
Agentic Workforce Platforms for wealth, asset management, and insurance
Tax Intelligence and optimization platforms
Workplace to Wealth infrastructure connecting benefits and personal wealth
Distribution Science AI for advisor and investor reach
Magnifi AI search engine for investment discovery
AMP platform for wealth and distribution growth
Coordinated agents with shared context and enforced rules
AI enhances front, middle, and back office operations
What makes it different
Treats every relationship individually rather than using fixed cadences
No sequences or templates required
Approval required by default, not auto-send
Works on top of existing CRM without migration
Continuous proactive relationship management at scale
Industry-first agentic operating system for wealth
Unified platform replacing isolated tools across workflows
Mission-driven focus on better wealth outcomes for more people
Trusted partnerships with JP Morgan, Morningstar, Franklin Templeton
Comprehensive coverage of wealth, asset management, and insurance sectors
TIFIN