FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. NoteGPT: AI note-taker that records, transcribes and summarizes meetings, lectures, podcasts and videos into organized notes. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and NoteGPT when turning lectures and podcasts into structured study notes 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.
AI note-taker that records, transcribes and summarizes meetings, lectures, podcasts and videos into organized notes.
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
NoteGPT is an AI learning and note-taking assistant that includes a dedicated meeting note-taker for capturing and summarizing conversations. For meetings, lectures, podcasts and online videos, it records or accepts uploaded audio and video, transcribes the speech to text, separates and labels speakers, and then generates clean, organized notes and summaries with key points. It works with recordings from platforms such as Zoom, Google Meet and Microsoft Teams, can process long recordings and large files, and supports batch uploads of multiple files. NoteGPT also offers translation across many languages so notes can be shared with multilingual teams, and an AI chat layer that lets users ask questions about the transcript and pull out specific details. Alongside the meeting note-taker, the broader NoteGPT platform summarizes YouTube videos, PDFs, documents and articles and creates study aids such as flashcards and quizzes, which makes it popular with students and educators in addition to professionals. It is available as a web application and a lightweight browser extension. The tool is aimed at students, educators, researchers, consultants and team leads who want to stay engaged in a conversation rather than taking notes manually. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); NoteGPT is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | NoteGPT |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Records, transcribes and summarizes meetings, lectures and podcasts |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Works with Zoom, Google Meet and Microsoft Teams recordings |
| Team usage | Recording and transcription of phone calls and in-person meetings | Speaker separation and labeling in transcripts |
| Integrations | Mobile app for capturing in-person meetings | Support for long recordings, large files and batch uploads |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | AI chat to ask questions about a transcript and extract details |
| Best-fit workflow | Client mood and sentiment insights | Translation across many languages for shared notes |
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.
NoteGPT
Choose NoteGPT if you need summarizing uploaded zoom, meet or teams meeting recordings — strengths include free meeting note-taker option with no sign-up required for basic use.
FinMate AI
NoteGPT
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while NoteGPT is strong for summarizing uploaded zoom, meet or teams meeting recordings. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and NoteGPT is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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