Roots
The first AI OS for private wealth
Wealth ManagementFintechAI PlatformFamily OfficeInvestment
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130 uses
LinkStart Verdict
The 'OS' for family offices. Uses AI to ingest investment documents and visualize wealth data. Extremely niche but valuable.
Why we love it
- Ingests messy PDF investment reports automatically
- Unified dashboard for complex portfolios
- High data privacy standards
Things to know
- Strictly for high-net-worth management
- No self-serve signup
About
Roots is an AI-powered operating system designed for private wealth management, helping advisors and family offices manage client data, portfolios, and communications efficiently.
Key Features
- ✓Client Relationship Management
- ✓Portfolio Analytics
- ✓Automated Reporting
- ✓Secure Communication
- ✓Data Aggregation