Wealthly - not sure what category yet 🤷‍♂️

"We help make existing CRM/Financial planners better, the same with portfolio management and the data warehouse/lakes. We would then sit into client feedback, AI assistant, client data gathering, advice engagement and behaviour assessments! I would say we would sit in a new category, something along the lines of AI-powered holistic platform (essentially an orchestration layer!)"

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