FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gladia: Developer-focused speech-to-text API with real-time and async transcription, diarization, and meeting-bot integrations. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Gladia when adding live captions and transcripts to video-conferencing products matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Developer-focused speech-to-text API with real-time and async transcription, diarization, and meeting-bot integrations.
FinMate AI is an AI meeting notetaker designed specifically for financial advisors, marketed as built by advisors for advisors. It captures detailed client meeting notes and organizes them according to advisor-specific meeting types such as discovery and review meetings, then pushes notes and tasks into the advisor's CRM and can help transfer data into financial planning software. FinMate works across virtual meeting platforms including Zoom, Microsoft Teams, Google Meet, and Webex, and it also supports recording and transcribing phone calls and in-person meetings, with a mobile app available on the Apple App Store for capturing in-person conversations. The company highlights compliance and security with SOC 2 Type 2 certification, US-based data storage, AES-256 encryption, customizable data retention, and a commitment not to train its AI on user data. Beyond raw notes, FinMate offers client-mood and sentiment insights and can help pre-fill forms. It integrates with advisor CRMs including Redtail, Salesforce, and Wealthbox. The product is positioned to give advisors back several hours per week by automating documentation and post-meeting workflows. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Gladia is a speech-to-text API built for developers and product teams who want to embed transcription and audio intelligence into their own applications, including meeting assistants and note-taking tools. It offers both asynchronous transcription of pre-recorded audio and video files and a real-time streaming engine over WebSocket that returns results with low latency, making it suitable for live meetings and calls. The platform handles a wide range of languages with automatic language detection and code-switching, so it can follow conversations where participants switch languages mid-call. For meeting use cases, Gladia provides speaker diarization to label who said what, word-level timestamps, custom vocabulary, and audio-intelligence features such as summarization, sentiment analysis, and action-item extraction. It also offers meeting-bot integration that can join Zoom, Google Meet, and Microsoft Teams sessions to capture audio. Gladia positions itself as infrastructure rather than an end-user product, so companies typically use it to power their own transcription, captioning, or conversation-analytics features while relying on Gladia's compliance posture for data handling. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Gladia is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Gladia |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Real-time streaming transcription over WebSocket with low latency |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Asynchronous transcription for pre-recorded audio and video files |
| Team usage | Recording and transcription of phone calls and in-person meetings | Speaker diarization with word-level timestamps |
| Integrations | Mobile app for capturing in-person meetings | Multilingual transcription with automatic language detection and code-switching |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Audio intelligence: summaries, sentiment analysis, and action-item extraction |
| Best-fit workflow | Client mood and sentiment insights | Meeting-bot integration for Zoom, Google Meet, and Microsoft Teams |
FinMate AI
Choose FinMate AI if you need documenting discovery and annual review meetings for advisory records — strengths include designed around financial advisor meeting types and terminology.
Gladia
Choose Gladia if you need powering a custom ai meeting assistant or note-taker — strengths include single api covers both batch and real-time transcription use cases.
FinMate AI
Gladia
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Gladia is strong for powering a custom ai meeting assistant or note-taker. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Gladia is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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