Thyme
AcquiredThe OS for financial advisors
About
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.
Founders · 2
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.
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.
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