Knapsack is revolutionizing how financial advisors work through AI-powered meeting intelligence that cuts documentation time by 70% while strengthening compliance. Our platform seamlessly integrates with existing advisor systems to automate post-meeting documentation, identify client needs, and ensure regulatory requirements are met. Featured in the Schwab advisor directory and on the Kitces WealthTech Map, we’re helping wealth managers focus on what truly matters: building deeper client relationships rather than drowning in paperwork.
