Templi is an agentic AI operating system for automating all aspects of financial advise. Go from a client meeting to an updated back-office and suitability report draft in mere minutes. We help hundreds of advisers across the wealth management, insurance and mortgage industries globally with our suite of AI agents.
| Website | https://www.templi.ai/ |
| Employees | 7 (3 on RocketReach) |
| Founded | 2023 |
| Industry | Technology, Information and Internet |
| Keywords | Financial Planning Software, Financial Planning Automation, Wealth Management Technology, Financial Advisor Technology, Compliance Reporting Software, Financial Technology Platform, Advisor Technology Platform |
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Templi.ai Questions
Daniel Cooke is the Co-Founder of Templi.ai.
3 people are employed at Templi.ai.
Templi.ai is based in London, England.
Top Templi.ai Employees
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Daniel Cooke
Co-Founder at Templi.ai
United Kingdom1 -
Jack Sleator
Co-Founder at Templi.ai
United Kingdom1 -
Katie Roughan
Head of Marketing at Templi.ai
London, GB1
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