Winford Wealth (Founding)
Funding Details
Awarder
YCombinator
Date Award
August 5, 2024
Vertical
B2B,Finance and Accounting
Company Info
Founding Year
2024
Market
B2B
Location
New York, NY, USA
Coinvestors
YCombinator
Company Description

Winford Wealth empowers financial advisors to enhance client experiences with an AI Meeting Assistant. Our platform automates notetaking, seamlessly integrates with your CRM and tech stack, and delivers unique analytics to help you work smarter.

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