About Cerflo Cerflo helps wealth management firms modernize client acquisition, onboarding, and operations using AI and workflow automation. We specialize in building fast, secure, practical automations that connect tools like CRM, email, scheduling, document workflows, and LLMs into one reliable system so teams spend less time on manual work and more time serving clients. What we build AI lead response + meeting booking automation Automated onboarding workflows + form generation CRM enrichment + follow-ups + pipeline hygiene Secure LLM workflows (PII-aware) Custom n8n automation systems Who we work with RIAs and advisory teams Wealth-tech firms and platforms Financial services ops teams If you’re trying to scale without adding headcount, Cerflo builds the workflows that make it possible.
| Website | https://www.cerflo.com |
| Employees | 1 (1 on RocketReach) |
| Industry | IT Services and IT Consulting |
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David Ash is the Founder and AI Automation Architect of Cerflo.
1 people are employed at Cerflo.
Cerflo is based in Boston, Massachusetts.
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David Ash
Founder and AI Automation Architect at Cerflo
Boston, MA, US13
