Announcing o11's backing from Y Combinator.AI for
Wealth Management
Serve more clients with hyper-personalized attention. Automate meeting prep, client notes, and portfolio reviews.
The Hyper-Personalized Advisor
Clients expect instant, personalized insights. o11 delivers them at scale.
Automated Meeting Prep
Start every client meeting with a generated brief: portfolio performance, recent life events, and relevant market news.
Smart Client Communications
Draft personalized emails explaining complex market movements to hundreds of clients in seconds, tailored to their individual holdings.
Compliance & Documentation
Automatically transcribe meetings and generate compliance-ready notes directly into your CRM.
