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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.
Updated 3 months ago
Funding
$700K 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.
Funding rounds are not available yet.
Founders
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.