TL;DR: Thyme is a Y Combinator Summer 2024 startup The OS for financial advisors, currently acquired with a team of 2.
The OS for financial advisors
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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.
Built by LemStudio
Yes. Thyme was funded by Y Combinator in the Summer 2024 batch. The OS for financial advisors
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…
Thyme was part of Y Combinator's Summer 2024 batch.
Thyme has a team of 2 people according to Y Combinator's directory.
Thyme is currently listed as Acquired with a team of 2 in Y Combinator's directory.
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