totumai is building angela, an AI financial companion designed to help women investors feel more confident and in control of their finances. Using scientifically backed personality profiling, angela personalizes interactions to improve communication and complement the advisory relationship)Skip until 2026.
Funding
Funding not disclosed
Founders
Product
Problem
Women control nearly $18 trillion in U.S. assets, yet many feel unheard and hesitant in advisory meetings, with 46.5% of women investors reporting they avoid asking questions for fear of appearing uninformed. The wealth management industry has largely failed to adapt its communication model to the distinct preferences and life contexts of female investors, leaving trillions in assets unmanaged.
Solution
totumai is developing angela, a secure and personalized AI companion that helps women investors build confidence and feel more in control of their finances. Powered by scientifically validated personality profiling, angela tailors its interactions to each user's communication style)Skip, fostering deeper client relationships and improving engagement. The AI tool does not provide financial advice or act as an investing platform, but instead complements the advisory relationship by making financial communications more accessible and personalized. This responsible AI approach aims to improve client outcomes by reducing cognitive load and increasing clarity in financial conversations.
Target Audience
Primary users are women investors, particularly those who already have financial advisors but feel underserved by traditional communication models, as well as financial advisors seeking to improve client engagement and retention.
Features
- Personality-driven AI communication that adapts to the user's individual communication preferences and style
- Scientifically backed profiling methodology to customize all AI interactions
- Secure, private, and ethical AI design with a focus on trustworthiness and client-centricity
- Designed to complement existing advisory relationships rather than replace them
- Leverages natural language processing to translate complex financial jargon into clear, accessible language