FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Némos: An Apple-focused "second brain" app that records and auto-transcribes voice memos and meeting notes entirely on-device using Apple Intelligence. 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 Némos when capturing spoken thoughts as voice memos and converting them to searchable, formatted notes matters most. Run both through a week of actual calls to see which suits your workflow.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
An Apple-focused "second brain" app that records and auto-transcribes voice memos and meeting notes entirely on-device using Apple Intelligence.
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
Némos is a personal knowledge management ("second brain") app for the Apple ecosystem that captures and automatically organizes many content types, including voice memos that it records and transcribes on-device. Rather than joining video calls as a bot, it captures audio directly from the iPhone or Apple Watch and converts speech to text locally using Apple Intelligence Foundation Models, so data stays on the device. Transcribed audio becomes fully searchable, and recordings can be turned into formats such as bullet points, summaries, meeting notes, emails, or journal entries. Beyond voice, Némos handles screenshots with OCR, links, PDFs, notes, photos, and more, naming and filing them automatically without manual tagging. It runs on iPhone and iPad (with Apple Watch recording, Siri commands, and Chrome, Safari, and Firefox extensions), and offers two-way sync with Apple Reminders, Calendar, Notes, Photos, Files, Maps, and iCloud. It is aimed at students, researchers, writers, and professionals who want private, low-effort capture of voice and other notes. As of mid-2026 it is in private beta.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Némos is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Némos |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | On-device voice memo recording and automatic speech-to-text transcription |
| Standout feature | Compliance-oriented, structured meeting documentation | Local AI processing via Apple Intelligence Foundation Models (data stays on device) |
| Team usage | Pre-meeting prep pages with agendas and background | Auto-formatting of recordings into summaries, meeting notes, bullets, email, or journal entries |
| Integrations | Automated follow-up emails with summaries and action items | Full-text search across transcribed audio and other captured content |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Apple Watch voice recording and Siri voice command support |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Two-way sync with Apple Reminders, Calendar, Notes, Photos, Files, Maps, and iCloud |
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.
Némos
Choose Némos if you need recording and transcribing in-person meetings or lectures on an iphone or apple watch — strengths include privacy-focused: voice transcription and ai run fully on-device, with no cloud upload.
FinScribe
Némos
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Némos is strong for recording and transcribing in-person meetings or lectures on an iphone or apple watch. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Némos is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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