FinMate AI is an AI Assistant for Financial Advisors built by Financial Advisors. FinMate launched in 5/2023, establishing this niche product category. We serve Financial Advisors and Insurance Agents across a number of structures from B/Ds, RIAs, FMOs, and others and have established itself as a trusted leader in this industry. Advisors/Agents use FinMate to generate client meeting notes, follow up emails, tasks and workflows. FinMate extracts out financials from conversations to populate financial plans and is building towards populating back office paperwork as well as insurance illustrations, proposals, and applications directly.