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Winter 2024Fintech

Powder

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About Powder

Powder is an AI tool that helps wealth advisors rapidly create sales proposals that are personalized for each prospective client. Using LLMs, Powder is able to automate a series of manual tasks such as understanding documents and conversations to create mind-blowing analysis that builds immediate trust. Powder has 3 main features to automate sales workflows - 1. Brokerage, tax and estate document parser thats fast and accurate. 2. Meeting notetaker thats able to capture personalized insights. 3. Portfolio analysis tool that optimizes portfolio returns, risk and fees. Our app saves hours of time and creates a pinpoint proposal that lifts a firm's ability to win new business.

Quick facts

YC Batch
Winter 2024
Founded
2023
Team size
6
Industry
Fintech • Fintech -> Asset Management
Website
www.powderfi.com
Profiles
LinkedIn · Twitter

Founders

Kanishk Parashar
Founder
cofounder/CEO Powder - AI growth platform for wealth advisors. Previously, I was cofounder/CEO of RCI Navigator. Navigator helps asset and wealth managers to pace into private assets such as VC, PE, Infra, etc. while t…
Soo Yung Cho
Founder
Sooyung is the co-founder and CTO of Powder, AI sales copilot for wealth advisors. Prior to founding Powder, Sooyung was a founding team member of RCI which was acquired by Addepar in 2021. Sooyung graduated from Johns H…
David Goerz
Founder
Co-founder & Chief Investment Officer for Powder Finance, which is building an AI Sales co-Pilot for wealth advisors to automate gathering financial holdings, analyze portfolios, assess risk tolerance, and summarize data…
Dominic Tully
Founder
I am currently the co-founder and Head of Sales and Operations at Powder. Prior to Powder, I work at the fintech firm, Addepar, as both a Senior Account Executive and Senior Account Manager. I started my career at Goldma…

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