Automated Data provides a no‑code enterprise intelligence platform that connects and unifies structured and unstructured data from disparate financial and CRM systems. The solution offers pre‑built connectors, visual data mapping, AI‑powered entity resolution, and real‑time dashboards, enabling family offices and complex financial organizations to gain a 360‑degree view of assets and generate actionable insights without requiring in‑house engineering.
Funding
$58.7K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Family offices and complex financial organizations struggle with fragmented, unstructured data spread across multiple legacy systems, making it difficult to achieve a unified view of assets, entities, and relationships. The lack of engineering resources and AI expertise further hampers the ability to extract actionable insights and scale analytics across the enterprise.
Solution
Automated Data offers a no‑code enterprise intelligence platform that connects disparate data sources, unifies structured and unstructured information, and surfaces AI‑driven insights without requiring in‑house engineering. Users can onboard data through pre‑built connectors, map relationships, and create custom workflows through a visual interface, enabling rapid deployment in days rather than months. The platform provides role‑based access controls, audit logs, and on‑premise or secure cloud deployment to ensure data privacy. Integrated analytics and reporting dashboards deliver real‑time visibility into sales pipelines, investment performance, and operational metrics, while professional services support custom implementations and training. By consolidating data and automating analysis, the solution helps family offices make faster, more confident decisions.
Target Audience
Primary customers are family offices, investment teams, and other complex financial organizations that need unified data and AI‑driven insights without extensive engineering resources.
Features
- Pre‑built connectors for common financial and CRM systems with support for custom API integrations
- No‑code data mapping and workflow builder that lets users unify structured and unstructured data without writing code
- AI‑powered entity resolution and data matching to create a 360‑degree view of assets and relationships
- Secure, role‑based access controls, audit logging, and zero data leakage architecture
- Real‑time dashboards and customizable reports for sales pipelines, investment tracking, and operational KPIs
- Professional services for onboarding, custom workflow design, and training