Powder
AI agents for automating document analysis and data extraction for financial operations
Powder is a document analysis platform for wealth management and financial operations teams. It addresses the manual work of parsing financial documents by using AI agents to extract structured data from files such as brokerage statements, 401k and IRA accounts, private assets, balance sheets, vesting schedules, estate and will documents, tax forms, insurance policies, and asset decks.
Users can drop in files to extract data, build proposals, and aggregate external assets. The platform includes an API for integrating document processing into other systems, and features built-in compliance capabilities aligned with SEC/FINRA standards. Security measures include encryption in transit and at rest, SOC 2 Type 1 and Type 2 attestations, and a policy of not using user data for model training.
Powder is aimed at wealth management firms, advisors, analysts, and financial operations teams. The homepage offers account sign-up and a demo booking option; specific plan tiers, editions, and pricing models are not detailed on these pages.
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