Obsidian
AI-powered practice management for financial advisers, with custody and execution launching soon.
Recommended for
- Idea-Stage
- Pre-Seed
- Seed
- Series A
SSIE
Stage Fit Recommendations
Following data shows why Obsidian is recommended for listed teams. The Fit Score represents the percentage fit of Obsidian to each company stages, as calculated by the SSIE.
Stage
Fit Score
Fit Reasons
Idea-Stage
$0
84- AI searches client data and documents
- Integrates Gmail, Outlook, Salesforce, OneDrive
- AES-256 encryption at rest
- Free AI Practice Management plan covers 1 user at no cost
Pre-Seed
$0–$10k MRR
87- Combines adviser CRM, notes, and portfolios
- Mandatory two-factor authentication for all users
- Free AI Practice Management plan covers about 2 users at no cost
Seed
$10k–$100k MRR
85- Available on web, desktop, and mobile
- Generates client recap emails automatically
- Free AI Practice Management plan covers about 3 users at no cost
Series A
$100k–$500k MRR
94- SOC 2 Type 2 certified
- ISO 27001 certified
- Role-based access controls for teams
- Supports multi-firm oversight and data separation
- Connects to 25-plus wealth platforms
- Free AI Practice Management plan to start
Description
Obsidian is an all-in-one platform for financial advisers. It delivers AI-powered practice management that captures clients, meetings, and tasks, making them searchable in seconds. Its AI practice management module combines AI meeting notes, CRM, and portfolio aggregation in a single module. Integrated custody and execution are launching soon, enabling trading, rebalancing, and custody in one place with instant account opening. Independent firms use Obsidian to spend less time on admin and more time delivering advice. Consolidators use it to unify firms, data, and controls to scale faster without operational drag. Obsidian was made by the people behind BlackRock, Revolut, JPMorgan Chase, Parmenion, and Wise.
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Reviewed by a human. SSIE Fit Scoring.
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