Founded by Kanishk Parashar in 2023
Extract structured data from financial statements and documents to build client proposals
Pricing model
Demo, Paid
Rating
★ Positive
Time to value
Instant
You can use Powder to extract structured data directly from complex financial documents like brokerage accounts, 401k plans, tax returns, and estate files. The tool turns unstructured scans, faxes, and spreadsheets into clean financial records without manual data entry. Financial advisors and wealth management teams can quickly review client portfolios, track asset weightings, and assemble investment proposals for prospective clients. It also provides developer API access to connect data pipelines directly into internal advisor workflows while keeping client data encrypted and private.
What Powder does
Pricing breakdown
Pricing model: Book a demo
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