Brand profile · Financial Services

Prospo AI

Prospo AI runs a Financial Services operation from Sydney, New South Wales. Ownership is privately held; it publishes at prospo.ai. It holds one address on record, all in Australia. The record counts 3 people. Tagged workflow management and ai development. The record links eight similar brands, most of them in Financial Services.

prospo.ai LinkedIn

Profile live Privately Held Founded 2025 1 office country
Counted staff
3
self-reported 2–10 band
Founded
2025
1 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

🌐Financial planners manage complex client conversations, strict compliance requirements, and manual documentation. Inevitably resulting in inefficiencies, errors, and administrative overload.

🌠 Our Mission Democratising financial advice—helping advisors streamline compliance, reduce costs, and service more clients.

🎯Why Prospo.ai ✔Reduce Compliance Risk – Every conversation is tracked, documented, and audit-ready ✔Save Hours on Admin – Automate manual note-taking and form-filling ✔Enhance Client Trust – Accurate, consistent, and transparent advice records ✔AI That Understands Finance – Built for financial planners ✔Transform client conversations into actionable, compliant insights—effortlessly.

💡Prospo AI Technology - Prospo.ai is your AI assistant to :

🔹Transcribe & Summarise client meetings ( TEAMS, ZOOM or MP4 Format)

🔹Extract key insights into client knowledge graphs for full traceability 🔹Auto-populate fact finds, forms, and compliance-ready file notes 🔹Seamlessly integrate data into financial modeling & advice workflows

#Democratisingfinancialadvice #FinancialPlannerknowledgegraphs #knowledgegraphs #clientknowledgegraphs #futureofFinancialplanning #AIAssistantforplanners #FinTechInnovation #filenotes #factfind #RG146 #factfindmeetings #bionicadviser #bionicplanner

Specialties

All 7 specialties
  • Document Automation
  • AI Knowledge Graphs
  • Client 360
  • AI Development
  • Cashflow modelling
  • Workflow Management
  • Bionic Advisor

Locations

Australiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
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Countries1
Primary countryAU

All codes: AU

Addresses

  • AU11 York St; Sydney, New South Wales 2000Primary

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Spending power

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Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

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Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

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FAQ

How many people work at Prospo AI?

The record holds 3 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does Prospo AI have offices?

One address on record, Australia only. Primary: 11 York St, Sydney, New South Wales 2000.

Has Prospo AI raised funding?

None linked to this brand.

What does Prospo AI list as its specialties?

Seven tags on the brand's own list, among them workflow management and ai development.

Which companies are listed alongside Prospo AI?

8 profiles list Prospo AI as a peer — 82nd percentile in Financial Services. It lists ten peers of its own. tutch. and AdviseWell list it back.

What is Prospo AI's website?

prospo.ai