SaaS

Kendril

Tools for planning, reporting, compliance, and client experience—designed to let advisors spend more time advising.

SaaSPlatformAdvisors

Primary focus

All-in-one operating platform for modern financial advisors.

Why it exists

We build ventures with a clear customer promise and the operating rigor to deliver it consistently.

Expect deeper product refinement, new partnerships, and a stronger feedback loop with the people we serve.