sabia
sabia provides sabiaOS, a unified platform for German financial advisors that combines mandate management, real-time financial planning, and client engagement in one system. The platform uses PSD2-connected live accounts to automatically update financial and liquidity plans, and includes an AI assistant that reads documents and handles routine workflows. A dedicated client app keeps end-clients engaged with wealth overviews, goal tracking, and a secure document vault between meetings.
- Financial Technology
- Artificial Intelligence
- AI Agents
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Financial advisors in Germany often struggle with fragmented software solutions that fail to support modern, holistic advisory work. This forces them to juggle multiple tools for mandate management, financial planning, and client communication, which is inefficient and hinders the delivery of comprehensive, product-independent advice.
Solution
sabia offers sabiaOS, a central platform that unifies the entire mandate lifecycle, financial planning, and client engagement in one system. The platform provides digital onboarding, a complete client database, and automatic document reading and classification. Financial and liquidity plans update automatically with real account and market data via PSD2-connected live accounts, enabling scenario simulations in seconds. An integrated AI assistant processes documents, generates personalized forms, and handles routine system operations. A dedicated client app keeps clients engaged with wealth overviews, goal tracking, and a secure document vault between meetings.
Target Audience
Primary customers are independent financial advisors, fee-based advisors, and Certified Financial Planner (CFP®) professionals in Germany seeking a product-independent, comprehensive advisory platform.
Features
- Mandate management covering the full cycle from initial inquiry to ongoing care, with digital onboarding and a complete client file
- Real-time financial planning with cashflow, wealth, and liquidity projections updated via PSD2-connected bank accounts
- AI-powered document extraction that reads contracts, policies, and portfolio statements and automatically assigns them to the correct client file
- Automated generation of personalized forms and data requests for clients
- AI co-worker that operates the system for recurring workflows, hosted in the EU with client data excluded from model training
- Client app featuring wealth overview, goal tracking, and a secure document vault with in-app onboarding
- German server hosting, role-based access control, and optional two-factor authentication