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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Powder

Profile

Powder is a fintech startup that leverages generative AI to streamline wealth management operations. Founded in 2023, the company offers AI agents capable of parsing financial documents such as brokerage, estate and tax. These tools enable advisors to reduce manual tasks by up to 95%, enhancing productivity and client engagement. Backed by investors like Y Combinator and General Catalyst, Powder is committed to democratizing access to wealth by automating data gathering, analysis, and onboarding processes for financial institutions. Their solutions are trusted by leading firms aiming to deliver personalized, efficient, and compliant financial services.