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RIA Edge West
October 6-8, 2025
Ritz-Carlton | Marina del Rey, CA

Greminders

Profile

GReminders combines Scheduling, Email/SMS Reminders, Client Automations and AI Notetaking to form the only End to End Meeting Management Platform built for Financial Advisors. The company serves independent RIAs and some of the largest broker-dealers in the industry such as Osaic, Cambridge, Kestra, etc... Named as the 32nd fastest growing software product by G2, GReminders continues to develop deep integrations with the tools such as Redtail, Wealthbox, Salesforce, and others that financial advisors use every day, helping financial advisors increase both productivity and revenue. For more information visit www.greminders.com.