AI document processing platform for wealth management firms that extracts financial data and automates sales proposals and portfolio analysis.
Powder (Powderfi) is an AI platform that helps wealth management firms transform unstructured financial documents into structured, actionable data via a drop-in file interface. It processes brokerage, 401k, IRA, private asset, tax, estate, and insurance documents, reducing manual data extraction tasks by up to 95%. The platform also includes a meeting note-taker with personalized insights, a portfolio analysis tool, and API access for developers. It is SOC 2 Type I and II certified with no training on user data. Powder is a product of Powder.
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