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Thyme

Summer 2024Acquired

The OS for financial advisors

Save
Thyme logo

Thyme

Summer 2024Acquired

The OS for financial advisors

Save
Company details

There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover.

At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services.

Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips.

Location
San Francisco, CA, USA
Founded
Unknown
Category
Artificial Intelligence
YC Directory Pagewww.meetthyme.com
Founders
  • DL
    Daniel Lantz
    Founder
    LinkedIn
  • FM
    Fernando San Martin
    Founder
    LinkedIn

There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover.

At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services.

Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips.

Location
San Francisco, CA, USA
Founded
Unknown
Category
Artificial Intelligence
YC Directory Pagewww.meetthyme.com
Founders
  • DL
    Daniel Lantz
    Founder
    LinkedIn
  • FM
    Fernando San Martin
    Founder
    LinkedIn
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