FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Wave: Cross-platform AI note taker that records and transcribes meetings, calls, and voice memos into summaries. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Wave when capturing in-person meetings and lectures from a phone matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Cross-platform AI note taker that records and transcribes meetings, calls, and voice memos into summaries.
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
Wave is a cross-platform AI note taker and recorder that captures meetings, phone calls, lectures, and voice memos and converts them into speaker-labeled transcripts and concise summaries with key points and action items. It works without sending a bot into a call, offering tab audio capture for recording browser-based meetings, a combined mode that captures both tab audio and the microphone, and a quick voice-memo option for short recordings. Wave is available across a wide range of platforms, including iOS and Android apps, a web app, Mac and Windows, and a Chrome extension, so users can record and review notes on whichever device they are using, including in-person meetings captured directly from a phone's microphone. Transcription and summarization support dozens of languages, and the service stores recordings in secure cloud storage with encryption and states that user data is not used to train AI models. Wave is aimed at professionals, students, and content creators who want a flexible, multi-device tool for recording, transcribing, and organizing spoken content without a meeting bot. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Wave is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Wave |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Records meetings, calls, lectures, and voice memos |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Bot-free tab audio capture plus combined tab and mic mode |
| Team usage | Recording and transcription of phone calls and in-person meetings | Speaker-labeled transcripts with summaries and action items |
| Integrations | Mobile app for capturing in-person meetings | Apps for iOS, Android, web, Mac, Windows, and Chrome |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Support for dozens of languages |
| Best-fit workflow | Client mood and sentiment insights | Encrypted cloud storage with no model training on user data |
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.
Wave
Choose Wave if you need recording browser-based meetings without a bot joining — strengths include bot-free capture across many platforms and devices.
FinMate AI
Wave
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Wave is strong for recording browser-based meetings without a bot joining. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Wave 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.
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