Vendor
Fathom
Fathom WMA is a wealth management platform that offers a comprehensive suite of tools for financial advisors.
London, CY
Official websiteSector footprint
One company, every side of the market
WealthThis site
Fathom
Fathom WMA is a wealth management platform that offers a comprehensive suite of tools for financial advisors.
Capability matrix
| Capability | Fathom |
|---|---|
| AI Notetaking | ● |
| Client Meeting Support | ● |
Parent organization
Fathom
Founded
2018
Scale
1 sector presence