Finmate Ai
FinMate AI Notetaker - The only AI notetaker designed by Financial Advisors specifically for Financial Advisors. Take notes on your Virtual, Phone, or In Person Meetings in the note formats actually used by Financial Advisors!
7-day free trial · no credit card
Verified contacts
3
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- JL
Jonathan Liu
() · Other
EmailPhone - DY
Daniel Yoo
Founder · Other
EmailPhone
Showing 2 of 3 verified contacts
Top roles at Finmate Ai
3 distinct titles indexed · top 3 shown.
- 1()
- 1co-founder, cto
- 1founder
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