FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. MeetMinder: Free, open-source, local-first AI meeting assistant that captures dual audio, transcribes in real time with local Whisper, and surfaces AI guidance through an invisible overlay. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and MeetMinder when getting contextual ai prompts during live calls without revealing an overlay on screen shares matters most. Try them side by side on real calls before deciding — needs vary by team.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Free, open-source, local-first AI meeting assistant that captures dual audio, transcribes in real time with local Whisper, and surfaces AI guidance through an invisible overlay.
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
MeetMinder is a free, open-source, local-first AI meeting assistant that captures, transcribes, and maps meeting discussions in real time. It records system audio and microphone input separately and transcribes them live, with the option to run a local Whisper model fully offline for privacy. AI assistance is provided through hotkey-triggered insights and can be powered by local models through Ollama or by cloud providers such as OpenAI, Azure OpenAI, and Google Gemini, giving users a choice between fully private and cloud-augmented setups. A knowledge base lets users upload documents and parse a resume or user profile so the assistant can give contextual, relevant guidance, and a topic graph helps track agenda items and the flow of discussion. The interface is designed to stay out of the way: it appears as a small horizontal overlay bar that does not show up in screen shares, which suits live calls and interviews. MeetMinder is released under the MIT License on GitHub and is actively maintained, with builds for Windows, macOS, and Linux and two interface options, a PyQt5 desktop UI and a lighter recommended web-based version. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); MeetMinder is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | MeetMinder |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Real-time dual-audio transcription capturing system and microphone audio separately |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Local Whisper transcription for fully offline operation |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI insights via local Ollama models or cloud providers (OpenAI, Azure OpenAI, Gemini) |
| Integrations | Mobile app for capturing in-person meetings | Knowledge base with document upload and resume/profile parsing for contextual assistance |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Topic graph for agenda tracking and discussion mapping |
| Best-fit workflow | Client mood and sentiment insights | Invisible overlay bar that does not appear in screen shares |
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.
MeetMinder
Choose MeetMinder if you need private, offline real-time transcription of meetings and interviews — strengths include free and open source under the mit license.
FinMate AI
MeetMinder
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while MeetMinder is strong for private, offline real-time transcription of meetings and interviews. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and MeetMinder is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
More head-to-head comparisons involving FinMate AI and MeetMinder.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FlashRev: AI parallel dialer within the FlashLabs go-to-market platform, with call recording, real-time conversation analysis, and AI summaries. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FullyRamped: AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. GReminders: End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker. The right pick comes down to team size, budget, and the workflows you want to automate.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Garba: AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Genio: Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gilbert: French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
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.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Glinky: AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Goelo: AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Good Tape: EU-based AI transcription for interviews, meetings, podcasts, lectures, and webinars, with speaker labels and one-click summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Goodmeetings: AI meeting insights and coaching for revenue teams We compare them on cost, capture approach, and day-to-day fit so you can choose faster.