About
Powder provides a fintech platform that uses AI agents to extract data from financial and estate documents, automating tasks like proposal generation and asset aggregation. Their service helps wealth management firms cut down tedious tasks by 95%, optimize efficiency, and enhance client satisfaction by freeing up resources for higher-value client engagement. Powder serves brokerage, 401k, IRA, private assets, and estate planning sectors, among others.
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Total Employees
22
Current headcount
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38Traction
47Team
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Frequently Asked Questions
What does Powder do?
Powder provides a fintech platform that uses AI agents to extract data from financial and estate documents, automating tasks like proposal generation and asset aggregation. Their service helps wealth management firms cut down tedious tasks by 95%, optimize efficiency, and enhance client satisfaction by freeing up resources for higher-value client engagement. Powder serves brokerage, 401k, IRA, private assets, and estate planning sectors, among others.
How much funding has Powder raised?
Powder has raised a total of $5M in funding. The most recent round on record is Seed.
Where is Powder headquartered?
Powder is headquartered in Los Altos, United States.
When was Powder founded?
Powder was founded in 2023.
What industry does Powder operate in?
Powder operates in Document / Data Management, Fintech, WealthTech, AI-driven Document Processing, Sales Automation, Financial Services Software.
How many employees does Powder have?
Powder has approximately 22 people on record.