Powderfi is a technology company specializing in AI-driven solutions for financial institutions. The platform automates laborious data gathering through GenAI automatic statement parsing and direct data feeds, allowing financial advisors to understand prospective clients' needs and concerns efficiently. Powderfi's institutional-grade interface facilitates the creation of collaborative and efficient proposals, demonstrating value through clear analysis of allocation, risk, implementation plans, and financial plans. The business model focuses on providing a subscription-based service to financial institutions, enabling them to streamline client onboarding and accelerate conversion rates. Powderfi integrates with downstream systems to generate necessary paperwork, making the onboarding process seamless after a prospect commits. The company serves financial advisors and institutions looking to enhance their client acquisition and retention processes through advanced automation and AI capabilities.

Keywords: AI-driven, financial institutions, data gathering, client onboarding, GenAI, statement parsing, risk analysis, financial planning, automation, subscription-based.