Allianz Life Ventures

Digital savings and investment infrastructure platform that powers workplace retirement plans, state-sponsored savings programs, and other savings vehicles for financial institutions, employers, and governments. Serves over 500,000 businesses and more than 2 million active savers with $50B+ in assets administered.

AI-powered operating system for financial advisors that automates meeting notes, compliance documentation, CRM updates, meeting prep, follow-up emails, and financial data extraction. Used by nearly one in ten U.S. financial advisors, including teams at LPL Financial, Cetera, Focus Financial, Integrated Partners, and Osaic.