Presults

The startup develops AI-powered archiving and compliance software that enables financial advisors to maintain compliance with SEC and FINRA regulations through automated email, text message, and social media archiving. Its solutions include dual encryption and documentation flagging, significantly reducing compliance risks associated with client communications.

Traction 4/10

City of New York, United States · HQ

Founded 20213700+ followers

Artificial Intelligence
Enterprise Software
Financial Technology
Software Only

Updated 6 months ago

Funding

Raised to date

$700KRaised 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.

Funding rounds are not available yet.

Founders

1 founder

Arlene Moss

Lead Executive Business Coach at XYPN

Product

Features

The startup develops AI-powered archiving and compliance software that enables financial advisors to maintain compliance with SEC and FINRA regulations through automated email, text message, and social media archiving. Its solutions include dual encryption and documentation flagging, significantly reducing compliance risks associated with client communications.