Powder creates AI Agents for precise document analysis. Rapidly build proposals, aggregate external assets, and understand estates. Cut down tedious tasks by 95%, freeing up time to deliver exceptional service to your clients. Backed by some of Silicon Valley's most prominent investors such as YCombinator, General Catalyst, Elefund, FundersClub, Pioneer Fund, and Litquidity Capital.
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"A friend introduced me to Powder. I said, “This is really cool. We’re going to start using this. I know my friends at other firms are going to use it. Let’s invest in it ASAP,” so we invested in the seed round of Powder." Thank you Dave Breslin for the shoutout in WealthManagement.com! General Catalyst and GC Wealth have been fantastic partners! https://lnkd.in/gUmuTR32
"A friend introduced me to Powder. I said, “This is really cool. We’re going to start using this. I know my friends at other firms are going to use it. Let’s invest in it ASAP,” so we invested in the seed round of Powder." Thank you Dave Breslin for the shoutout in WealthManagement.com! General Catalyst and GC Wealth have been fantastic partners! https://lnkd.in/gUmuTR32
Zane Keller, CFP? and the broader First Foundation Inc. team have been incredible partners. We are excited to release our case study, highlighting how they leverage Powder to extract real-time analysis and comprehensive insights from financial documents. Read the full case study here: https://lnkd.in/grzAuknj
We are looking forward to the T3 Technology Tools for Today conference next week in Dallas! Stop by booth 715 to see the latest from Powder. #T32025 #GenerativeAI #Fintech
We are thrilled to announce our case study with Sunpointe Investments! As one of our initial clients, Angela Pompian and team have leveraged Powder from the start to automate document extraction and analysis. By uplifting their operations with AI, they can now spend more time providing excellent service to their clients and prospects. Read the full case study here: https://lnkd.in/gPuv2Cs3
We’re thrilled to unveil?End of Day (current)?Valuations?in Powder—a game-changer for advisors like you! Ever received statements from a prospect that are weeks (or months!) old? Markets don’t wait, and outdated valuations can throw off your proposals. The best advisors know this and spend hours manually updating asset prices. But why waste time when there’s a smarter way? With Powder, updating valuations is now as easy as a single click. Just toggle the "Current price" button in the top-right corner, and voilà! The onscreen valuations and CSV downloads will reflect up-to-date market prices. Precision has never been simpler—or faster!
As we kick off 2025, we’re proud to announce that Powder is now SOC 2 Type I certified ??? This milestone isn’t just a checkbox—it’s proof of our commitment to building secure, efficient AI-driven solutions for financial advisors. In an industry where trust is everything, SOC 2 certification shows that we’re meeting the highest standards of data security and reliability. ?? HUGE thanks to our small but mighty team for making this happen and to our clients for believing in what we’re building. We’re just getting started!
We have a great partnership with BakerAvenue Wealth Management. Tom Ngo, CFP?, Hannah Kim, and the broader team are fantastic to work with and have been instrumental to our growth! If you are a financial advisor and would like to learn how Powder can help automate your business, visit www.powderfi.com.
Game-Changer Alert: Powder Now Parses Private Asset Capital Statements! We get it—prospects hand you private capital statements that are all over the place, and there’s no system out there to handle these ad-hoc, a la carte documents. Until now! With Powder, you can now parse private asset capital statements directly in the app. No more juggling manual data wrangling. Simply upload those statements, and Powder will work its magic, synthesizing the data seamlessly into proposals or sync them to your favorite proposal generator. -Your Powder Team
Today, we announce our API integration with Addepar! The best way to win a new client is to treat them like one.?One major way to accomplish that is to show their REAL data in Addepar. Step 1: Setup your API key under "Settings -> Integrations" Step 2: Pick a portfolio and tap the "sync" button under "Addepar Integration" in the right tray. Additionally, please note that: - Powder will not duplicate securities if they already exist in Addepar. - Powder will sync both public and private assets. - Powder will sync entities as well. Best, Powder Team PS - Contact us to enable the integration in your environment