Our AI assistant helps advisers save time by automatically capturing meeting notes, generating summaries, and handling compliance tasks — all while letting them focus on their clients.
Backed by investors like Blackbird Ventures and Xero co-founder Philip Fierlinger, we’re growing across New Zealand, Australia, and the UK.
- High agency
- Ambiguity is our opportunity
- Play to win
- Love our customers
- Talent dense
- Speed, energy and excitement