Thyme (YC S24)

JUST IN: Learn how financial advisors on Wealthbox leverage Thyme to improve on their meetings, client onboarding, and document parsing. https://lnkd.in/dV3XSbaE

We often get the feedback that we are difficult to categorize (I thought you guys were a notetaker?), or should just pick a single thing and focus on it. While this philosophy can give rise to phenomenal point-solutions, it has also led to a fragmented tech landscape for advisors, leaving them holding the bag of 14 different subscriptions and all the integration pains that come with it. We're not trying to build the universe, but we're listening to our users and building proactive software that works for them, not against them. And feedback like this is our rocket fuel ?? (shared with consent)

Join us on Feb 4th, at 2PM ET for a Thyme + Wealthbox webminar. We will be demo'ing our tool, and how advisors save 10h+ per week, by automating their meetings, document processing, forms, and others. If you want to meet with us ahead of it, book time in our calendar: https://lnkd.in/deMPm2dA

Join us on Feb 4th, at 2PM ET for a Thyme + Wealthbox webminar. We will be demo'ing our tool, and how advisors save 10h+ per week, by automating their meetings, document processing, forms, and others. If you want to meet with us ahead of it, book time in our calendar: https://lnkd.in/deMPm2dA

?? We talk to Financial Advisors, and we hear the same pain over and over: the tech stack is fragmented, siloed, and outdated, and that’s precisely the pain that we are solving with Thyme. ?? With Thyme, advisors can simplify their stack and buy a single tool instead of 5+, thus saving money each month but, more importantly, enjoying a more cohesive and streamlined solution. ???If you use a combination of these tools or similar ones, and you find them cumbersome and/or would like to save on your monthly bill, check us out at https://meetthyme.com

We are thrilled to be selected as a presenter for the Accelerate Breakfast Series! Join us as we pitch our vision of the future of technology for advisors ??

?? New Website Alert! -> https://meetthyme.com Join us in a fun exercise for the newly minted January 2025 Kitces map: Which of these logos are ??????????????????, and which are ????????????????? While our first offering was notetaking, our vision has always been broader - we see a fragmented landscape of point-solutions leading to a thousand-cuts subscription fatigue. This is why we decided to release custom forms, document analysis (hello tax season!), and compliant billing, to allow advisors to simplify their stack and focus on what matters most. The best part? AI is built in from the ground up. If you're curious about how proactive software can help you grow your practice and streamline your operations, check out our new website or drop us a line!

Hi all! For those of you who didn't have the opportunity to attend Sphynx Automation's roundtable session with Thyme (YC S24) back in September, we've got a follow-up session coming up this Friday, November 15th at 1 PM EST! This roundtable was initially intended to serve as a secondary date for those who couldn't make the first, but Thyme has made some additions since we last spoke, which they'd like to showcase and get your feedback on. This roundtable will only be 30 minutes long, in comparison to our first, hour-long roundtable, and there will be a short demo of the platform before we open up the floor for Q&A. If you'd like to take a peek at one of the most innovative up-and-coming fintech platforms out there and share your thoughts, you can sign up at the link below! https://lnkd.in/evVaTsyW #fintech #automation #CRM #AI #notetaking #tech #meetings #productivity #efficiency #operations #financialadvisors

Aww shucks! ??

All media outlets have discussed Nvidia's stock bleed over the past few days. "The largest wipeout of a US company," they say, "AI is dead." I find the alarmism of these clickbaity headlines completely unjustified, but I get it; those media outlets make money on clicks and clicks they'll get. If you are an investor in the stock market (60%+ of citizens in the US are), you are probably better off not reading those articles at all. Instead, choose a long-term investment plan, invest early and regularly, and not withdrawing prematurely. When in doubt, zoom out. #financialadvisor