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Private Wealth Daily

Meeting notetakers

AI meeting notetakers, assistants and agents, research and document analysis, and prospecting tools for advisors.

21 vendors · Updated October 27, 2026

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Showing 21 of 21Most complete profiles first, then A to Z

Contio

MeetingOS: AI meeting prep, live meeting insight and follow-up drafting, with an edition for financial advisors.

  • RIAs

AI tools9 integrationsFree tier, paid plans

Altitude CRM

AI-native CRM for RIAs and wealth managers from the team behind Bill Good Marketing

  • RIAs

CRM4 integrationsPer seat

FastTrackr AI

AI platform that automates repapering and account transfers when advisors move books between firms

  • RIAs
  • Broker-dealers

Practice management & M&A3 integrationsCustom quote

Finmate AI

AI meeting notetaker and custom agent builder for financial advisors, with CRM and planning-software sync.

  • RIAs

AI tools15 integrationsSubscription

WealthY

Canadian-hosted CRM, client portal and AI meeting platform for dealers, wealth firms and advisors

  • RIAs
  • Broker-dealers

CRM9 integrationsPer seat

ZeplynIn the news

AI meeting notes and agent workflows for wealth management firms

  • RIAs
  • Broker-dealers
  • Banks and trust companies
  • Family offices

AI tools1 integrationCustom quote

ZocksIn the news

AI meeting assistant and notetaker for financial advisors

  • RIAs
  • Broker-dealers

AI tools10 integrationsPer seat

Affinity

Relationship-intelligence CRM for private capital firms, including family offices making direct investments

  • Family offices
  • Asset managers

CRM10 integrationsPer seat

Aveni

AI meeting notes, advice file review and conduct monitoring for UK advice firms

  • RIAs
  • Banks and trust companies

AI tools

CogniCorIn the news

AI copilot for wealth firms covering meeting prep, notes, CRM updates and household-level opportunity alerts

  • RIAs

AI tools5 integrations

Continuum

Botless AI meeting notes, client profiles and CRM sync for Canadian financial advisors, with data stored in Canada.

  • RIAs
  • Broker-dealers

AI tools12 integrationsPer seat

FinTurkIn the news

AI-native CRM for RIAs with built-in model allocation, cash sweep and meeting notes

  • RIAs

CRM9 integrationsTiered

Focal

AI assistant for advisors covering meeting notes, CRM sync, performance coaching and onboarding workflows.

  • RIAs
  • Broker-dealers

AI tools7 integrationsSubscription

GRemindersIn the news

Client scheduling, automated reminders and AI meeting notes for advisors, built into Redtail, Wealthbox and Advyzon

  • RIAs
  • Broker-dealers
  • Banks and trust companies
  • Insurance

Client experience12 integrationsTiered

Hazel AI

AI meeting, tax and financial planning agents for advisory firms

  • RIAs

AI toolsPer seat

JumpIn the news

AI meeting assistant and onboarding software for financial advisors

  • RIAs
  • Broker-dealers
  • Banks and trust companies
  • Asset managers

AI tools16 integrationsPer seat

Mili

AI meeting notes and task agents for wealth advisory firms

  • RIAs
  • Broker-dealers

AI tools20 integrationsFree tier, paid plans

SaturnIn the news

AI meeting notes, paperwork and compliance checks for UK advice firms

  • RIAs

AI toolsCustom quote

Vega Minds

AI associate for advisors: email drafts, meeting notes and prep, CRM sync and client deliverables

  • RIAs

AI tools20 integrationsSubscription

WealthboxIn the news

CRM for financial advisors, RIAs and broker-dealers

  • RIAs
  • Broker-dealers
  • Banks and trust companies
  • Family offices

CRM17 integrationsPer seat

Tick two to four vendors, then compare them side by side.

Meeting notetakers in the news

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