FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. WhisperLiveKit: Open-source, self-hosted real-time speech-to-text and speaker diarization toolkit with a FastAPI server and web interface, suitable for meeting transcription. 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 WhisperLiveKit when building privacy-first transcription into custom applications via compatible apis 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.
Open-source, self-hosted real-time speech-to-text and speaker diarization toolkit with a FastAPI server and web interface, suitable for meeting transcription.
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
WhisperLiveKit is an open-source, self-hosted toolkit for ultra-low-latency real-time speech-to-text and speaker diarization. Rather than naively running Whisper on each audio chunk, it uses state-of-the-art simultaneous-speech research for intelligent buffering and incremental processing, which preserves transcription quality while streaming results with minimal latency. The project ships a complete backend built on FastAPI with WebSocket support, an OpenAI-compatible REST API, a Deepgram-compatible WebSocket protocol, and a simple, customizable HTML and JavaScript web interface that captures microphone audio and streams it to the server. It supports multiple ASR backends including Whisper variants, Voxtral, and Qwen3-ASR, covers 200+ languages with translation, and includes real-time speaker diarization and voice activity detection to reduce processing overhead. It can handle multiple concurrent users on a single backend and is distributed via PyPI with Docker images for both GPU and CPU. Licensed under Apache 2.0 and actively maintained into 2026, the project explicitly lists meeting transcription, accessibility tooling, and podcast or call transcription with speaker identification among its intended use cases, making it a practical building block for private, on-premise meeting transcription pipelines. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); WhisperLiveKit is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | WhisperLiveKit |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Real-time streaming speech-to-text with low latency over WebSocket |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Real-time speaker diarization to distinguish multiple speakers |
| Team usage | Recording and transcription of phone calls and in-person meetings | FastAPI backend with OpenAI-compatible REST API and Deepgram-compatible WebSocket protocol |
| Integrations | Mobile app for capturing in-person meetings | Multiple ASR backends (Whisper variants, Voxtral, Qwen3-ASR) and 200+ language support with translation |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Included customizable HTML/JavaScript web interface and Docker images (GPU and CPU) |
| Best-fit workflow | Client mood and sentiment insights | Voice activity detection and multi-user support on a single backend |
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.
WhisperLiveKit
Choose WhisperLiveKit if you need self-hosted real-time meeting transcription with speaker labels — strengths include fully open source (apache 2.0) and self-hostable for private, on-premise transcription.
FinMate AI
WhisperLiveKit
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while WhisperLiveKit is strong for self-hosted real-time meeting transcription with speaker labels. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and WhisperLiveKit is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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