zima

Wealth Management
Personalized at Scale

Cultivate client intelligence and deliver personalized counsel that compounds into lasting trust.

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AI-native intelligence for
financial advisors

Client Intelligence
Turn every interaction into a deeper understanding of your clients.
Personalized Automation
The right insight, to the right client, at the right moment.
Privacy-First
On-prem, air-gapped, client-controlled. Your data stays yours.

Built by a team from

Blackstone
Sequoia Capital
General Catalyst
Harvard
Nutanix
Cisco
IIT Kharagpur