FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Wave: Cross-platform AI note taker that records and transcribes meetings, calls, and voice memos into summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Wave when capturing in-person meetings and lectures from a phone 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.
Cross-platform AI note taker that records and transcribes meetings, calls, and voice memos into summaries.
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
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
FinScribe 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 | FinScribe | Wave |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Records meetings, calls, lectures, and voice memos |
| Standout feature | Compliance-oriented, structured meeting documentation | Bot-free tab audio capture plus combined tab and mic mode |
| Team usage | Pre-meeting prep pages with agendas and background | Speaker-labeled transcripts with summaries and action items |
| Integrations | Automated follow-up emails with summaries and action items | Apps for iOS, Android, web, Mac, Windows, and Chrome |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Support for dozens of languages |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Encrypted cloud storage with no model training on user data |
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.
Wave
Choose Wave if you need recording browser-based meetings without a bot joining — strengths include bot-free capture across many platforms and devices.
FinScribe
Wave
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Wave is strong for recording browser-based meetings without a bot joining. Both transcribe and summarize meetings.
FinScribe 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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