Company

FinMate AI

Business Consulting And Services San Francisco Bay Area, United States 4 employees

Employees: 4
Contacts: 2
Emails: 2
Phones: 1

www.finmate.ai LinkedIn

FinMate AI Overview

Headquarters: San Francisco Bay Area, United States
Website: www.finmate.ai
Industry: Business Consulting And Services
Employees: 4
NAICS: Management, Scientific, and Technical Consulting Services

Management Consulting Services

Other Scientific and Technical Consulting Services

Keywords

Financial Advisor AI Assistant

About 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!

FinMate AI Contact Details

People in AeroLeads: 2
With contact data: 2
Email contacts: 2; 100.0% coverage
Phone contacts: 1; 50.0% coverage

FinMate AI Org Chart

Sample employees and titles

Name	Title	Location	Contact
Eric Cooper	Founder - Entrepreneur - Advanced Financial & Tax Planning - Virtual Family Office	Salem, New Hampshire, United States	Email Phone
Jonathan Liu	Finmate AI, Founder Co-ceo. AI for Financial Advisors by Financial Advisors	Santa Clara, California, United States	Email