Fundraising Fox
Pulse360
1 known investors
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Ask Gurbani Singh to introduce you to Anand Sheth
You →Gurbani · together at Ameriprise Financial →Anand
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Pulse360 is an operations software for financial advisors that captures meeting notes (via recording, dictation, typing, or handwriting) and provides a reusable content library for client recommendations and follow-ups. It is designed to help advisory practices document advice, organize client interactions, and scale advice-based relationships.
Founders & leadership
AS
Anand ShethCEO / FounderHe has spent five years developing products for advisory practices and previously held roles including COO of a wealth management firm and positions at Ameriprise, bringing over 20 years of experience in financial services.
Investors · 1
Frequently asked questions
- What does Pulse360 do?
- Pulse360 is an operations software for financial advisors that captures meeting notes (via recording, dictation, typing, or handwriting) and provides a reusable content library for client recommendations and follow-ups. It is designed to help advisory practices document advice, organize client interactions, and scale advice-based relationships.
- Who founded Pulse360?
- Pulse360 was founded by Anand Sheth.
- Who are Pulse360's investors?
- Pulse360's investors include Expert DOJO.