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FinMate AI

FinMate AI

Private
United StatesFinTechhttps://finmate.ai/

Company Overview

FinMate AI is a software company that provides an AI-powered meeting intelligence and notetaking platform specifically designed for financial advisors.

Sector

FinTech

Verticals

Wealth Management, Workflow Automation, NLP & Conversational AI, InsurTech, Compliance & Risk

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

AI notetakeradvisor copilotfintech SaaSwealth management softwareworkflow automationmeeting intelligenceCRM integrationagentic AIfinancial planning softwareRIA softwareSOC 2 complianceAI agent securityvibe coding

Historical Pricing

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FinMate AI Funding Rounds

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Key People

Founding team and executive leadership

Tyler Chae

Co-Founder, CTO

Founding Team

Daniel Yoo

Founder Co CEO

Founding Team

FinMate AI Filings

SEC and related filings with document metadata.

Data table
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FinMate AI Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersUnited States
Employee Range2
Year Founded2023
Last Funding—

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