Xylo
3 known investors
Xylo is an AI-powered client engagement platform for Registered Investment Advisors (RIAs) and financial advisors that syncs CRM data, emails, call summaries, and texts to generate behavioral client insights, risk and opportunity alerts, and prioritized task lists. It aims to help advisory practices increase referrals and retention while reducing administrative work.
Investors · 3
Also in the syndicate · 1
Mindflair
Funding
SEC filings, press & company announcements- Undisclosed amountpre-seedJul 2026 · 2 sources
Mindflair
Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
In the news
Frequently asked questions
- What does Xylo do?
- Xylo is an AI-powered client engagement platform for Registered Investment Advisors (RIAs) and financial advisors that syncs CRM data, emails, call summaries, and texts to generate behavioral client insights, risk and opportunity alerts, and prioritized task lists. It aims to help advisory practices increase referrals and retention while reducing administrative work.
- Who are Xylo's investors?
- Xylo's investors include Connetic Ventures, CapitalT.