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.
The OS for financial advisors
Title: Thyme: The OS for financial advisors | Y Combinator

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### 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 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.



Thyme

Founded:2024

Team Size:2

Location:San Francisco

### Active Founders

### Daniel Lantz, Founder

I am originally from Texas and currently reside in Richmond, VA. Prior to co-founding Thyme, I worked as a software engineer at Capital One, trovata.io, and meetcampfire.com (YC S23). In my free time, I enjoy Brazilian Jiu-Jitsu, chess, and spending time with my wife and son.



### Fernando San Martin, Founder

Electrical engineer from Spain. I moved to SF to start my career. For the most part, I've worked at the intersection of finance, software, and data at places like Capital One, Zippi (YC s19), and Trovata.



### Company Launches

[### 🌿 Thyme: meeting intelligence for financial advisors](

**tl;dr: **[**Thyme**]( enables financial advisors to run 10x better meetings. We cover meeting prep, transcription, summarization, CRM syncing, and document parsing. Please introduce us to any financial advisor in your network!**

🧑‍🤝‍🧑 About us
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We are Fernando San Martin (left), and Daniel Lantz (right). We've worked together at Capital One, [trovata.io]( Campfire (YC S23) and are now Thyme co-founders. Our mission is to build better software tools for financial advisors.



**❗ The Problem**
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Financial advisors spend hours every day preparing, running, and following up on client meetings. Their attention is split between engaging with the client and taking meaningful notes, and often, these notes are incomplete or non-existent.



After finishing the meeting, the advisor has to expand on the few scattered words that they jotted down to create follow-up tasks and update their CRM with the new client insights.

✅ **Our Solution**
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Thyme solves all of the above. Using our app, the advisor can see their upcoming meetings, for which they can prepare by viewing a holistic profile about the client and even asking natural language questions.

Once in the meeting, our app uses state-of-the-art AI technology to transcribe, summarize, generate action items, and draft follow-up emails.



Finally, our powerful integrations with the rest of the advisors’ tech stack also allow us to initiate workflows and send tasks and notes to other systems. Any financial documents submitted by the client are parsed and integrated into their profile.

Our users describe the solution as a game-changer that saves them hours each week while creating much richer and more accurate notes and tasks that sync seamlessly with their stack.

🙏 **Request**
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*   If you like what we are building, upvote, comment, and follow us on [Linkedin.](
*   If you know of any financial advisors in your network, ask them if they would be interested in chatting. Here is a potential blurb you can use to introduce us: "[Thyme]( is changing how financial advisors run online meetings. Would you like to hear more directly from the team?"
*   Like and re-share our upcoming public launch with your network later this week.
*   Reach out to us at [founders@meetthyme.com](mailto:founders@meetthyme.com) if you have ideas or suggestions or would like to simply meet.

#### YC Sign Photo



#### Company Photo


