Fundraising Fox
Oncontinuum
Toronto, CA · 1 known investors
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Continuum is an AI-powered client intelligence platform for financial advisors that synthesizes data from meetings, emails, and CRMs to generate summaries, surface client insights, and automate follow-up tasks. Built for Canadian compliance, it serves wealth advisory firms and offers meeting automation, client profiles, and shareable interactive client deliverables.
Founders & leadership
Investors · 1
Frequently asked questions
- What does Oncontinuum do?
- Continuum is an AI-powered client intelligence platform for financial advisors that synthesizes data from meetings, emails, and CRMs to generate summaries, surface client insights, and automate follow-up tasks. Built for Canadian compliance, it serves wealth advisory firms and offers meeting automation, client profiles, and shareable interactive client deliverables.
- Who founded Oncontinuum?
- Oncontinuum was founded by Daniel Asper, Matthew Tory.
- Who are Oncontinuum's investors?
- Oncontinuum's investors include Pathlight Ventures.
- Where is Oncontinuum headquartered?
- Oncontinuum is headquartered in Toronto, CA.