Thyme
AcquiredThe OS for financial advisors
What it does
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips.
Its site says now · captured 2026-08-23
Thyme is the AI platform for financial advisors. We help you run meetings, onboard clients, and parse documents, so that you can focus on client relationships.
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