Powder Finance, launched in 2023 in Southern California, is on a mission to streamline wealth management. Recognized by CBInsights and backed by big names like Y Combinator and General Catalyst, Powder uses AI to handle the tedious parts of wealth management, from document analysis to compliance checks, freeing advisors to focus on delivering top-notch service.
Its AI-driven solutions help RIAs, banks, and financial institutions turn messy data into actionable insights. With plans to scale globally, Powder Finance is aiming high—transforming wealth management, boosting efficiency, and setting its sights on unicorn status.