Humans Lead. Agents Scale.
Intellebox empowers wealth managers to grow without compromising the personal relationships that define their business, combining purpose-built AI agents with the human judgment clients value most.
01One rate move
02The right relationships
03The advisor decides
One moment. Many lives.
Rates move. Intellebox already tells you which clients it touches, and why — before they ever pick up the phone. You decide. They hear from you while it matters.
Prepared conversation
Every conversation, meeting, email, document, and life event adds valuable context. Intellebox brings it together before the advisor walks into the room.
Context across the firm
Rates moved. Their planned refinance and cash position may change the drawdown strategy discussed last quarter.
Evidence assembled
Review context and choose the next action
Connected ecosystem
The Intellebox intelligence layer connects across your entire technology stack.One connected view.
Ready for human review.
Example workflows
One week. Everything that matters, surfaced before a client has to ask — so you’re always a step ahead.
Aiden assembles priorities and open work into a brief for advisor review.
Conversation history and open work arrive together in one reviewable brief.
Relevant relationships surface so the advisor can decide who needs context.
A change in relationship activity appears as a signal for advisor review.
Verified firm material gives a prospect a useful place to begin.
Lyra prepares a draft grounded in verified firm knowledge.
A planning question is routed with its relationship context intact.
A human invitation becomes a verified welcome and a reviewable next step.
Verified requests stay supported; judgment calls route to a person.
Eight use-case films are ready.
Designed for how advisors work
Efficiency AI keeps operations moving. Opportunity AI identifies moments that matter. Together, they help advisors deepen client relationships and serve more clients without sacrificing the personal experience clients expect.
Meeting preparation, knowledge capture, workflow management, and follow-up continue quietly around the advisor.
A recent client question is relevant again.
They asked about refinancing. Their mortgage renews in September, and cash is above target.
Intelligence prepares. The advisor decides.
Client engagement
Ava • Client Concierge
Verified firm knowledge and the right person stay within reach of the conversation.
Purpose-built agentAvaAdvisor preparation
Aiden • Chief of Staff
The week, the meeting, and the next best action—briefed before the day begins.
Purpose-built agentAidenRelevant communication
Lyra • Content Strategist
Firm expertise becomes relevant, client-ready communication without losing its voice.
Purpose-built agentLyraCurrent reach
~$5B
Assets under management2,400
End users20
Advisory users
The relationship stays human
Growth used to mean less time for the relationship. Not anymore.
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