Fundraising FoxImpruve
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Impruve offers an AI workflow that ingests client data from emails, documents, CRMs, custodial feeds, and public sources to generate structured relationship summaries and client intelligence briefs. It is aimed at financial advisors and PE-backed RIA aggregators integrating newly acquired clients.
Founders & leadership
MS
Mike ShannonCo-Founder | CEOMike Shannon co-founded and served as CEO of Packback, an AI-based learning platform for higher education that grew to $20M ARR before being acquired by a private equity firm in 2024. He is now Founder of Impruve, which builds AI workflow software for wealth management firms.
Investors · 1
Frequently asked questions
- What does Impruve do?
- Impruve offers an AI workflow that ingests client data from emails, documents, CRMs, custodial feeds, and public sources to generate structured relationship summaries and client intelligence briefs. It is aimed at financial advisors and PE-backed RIA aggregators integrating newly acquired clients.
- Who founded Impruve?
- Impruve was founded by Mike Shannon.
- Who are Impruve's investors?
- Impruve's investors include Service Provider Capital.