FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Gladia: Developer-focused speech-to-text API with real-time and async transcription, diarization, and meeting-bot integrations. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Gladia when adding live captions and transcripts to video-conferencing products matters most. Try them side by side on real calls before deciding — needs vary by team.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
Developer-focused speech-to-text API with real-time and async transcription, diarization, and meeting-bot integrations.
FinScribe is an AI meeting assistant focused on wealth and financial advisory client meetings. It joins virtual meetings on platforms such as Zoom, Microsoft Teams, Google Meet, and Webex as a note-taking participant, and supports in-person meetings through its mobile and web apps, then turns client conversations, financial consultations, and strategy sessions into structured, professionally formatted documentation. Beyond notes, FinScribe generates pre-meeting prep pages with agendas and background information, drafts follow-up emails summarizing decisions and action items, and pushes information into the user's CRM. It integrates with financial-services CRMs and tools including Salesforce, Redtail, Wealthbox, HubSpot, Practifi, Salentica, and others, along with Slack, Aircall, Google Calendar, and Zapier. The product emphasizes a recording-free approach in which meeting audio is discarded after notes are processed, SOC 2 Type II certification, MFA and SSO support, redaction of sensitive identifiers, and a commitment not to train its models on client data. FinScribe serves solo advisors, RIAs, asset management firms, private bankers, accountants, and family offices, and is a Y Combinator-backed company. 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
FinScribe 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 | FinScribe | Gladia |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Real-time streaming transcription over WebSocket with low latency |
| Standout feature | Compliance-oriented, structured meeting documentation | Asynchronous transcription for pre-recorded audio and video files |
| Team usage | Pre-meeting prep pages with agendas and background | Speaker diarization with word-level timestamps |
| Integrations | Automated follow-up emails with summaries and action items | Multilingual transcription with automatic language detection and code-switching |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Audio intelligence: summaries, sentiment analysis, and action-item extraction |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Meeting-bot integration for Zoom, Google Meet, and Microsoft Teams |
FinScribe
Choose FinScribe if you need documenting financial advisor client review and planning meetings — strengths include purpose-built for financial and wealth advisory client meetings.
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.
FinScribe
Gladia
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Gladia is strong for powering a custom ai meeting assistant or note-taker. Both transcribe and summarize meetings.
FinScribe 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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