Newsroom
Product milestones, integration updates, and company announcements. We'll publish here as we ship.
Foundational
The financial advisory industry is at an inflection point. Large wirehouses have invested billions in proprietary technology, creating an institutional advantage that independent advisors struggle to match. Meanwhile, generic AI tools flood the market, promising automation but delivering noise.
We believe intelligence should be built around firm policy and advisor judgment, not generic AI outputs. The advisors who win will be those who can leverage technology to enhance their expertise—not replace it with commodity automation.
Zom is purpose-built for this moment. We're creating the operating layer that lets independent advisors compete with institutional players while preserving what makes them valuable: personalized advice, deep client relationships, and fiduciary commitment.
This thesis guides every product decision we make. More detail will be published as we refine our approach.
Updates
We're launching our minimum viable product with core intelligence features for early access advisors.
Coming soonWe're building integrations with major custodians to enable seamless data aggregation across platforms.
In developmentWe're growing our team to support product development and customer success as we scale.
OngoingWe're heads-down building right now. Product releases, integration announcements, and company news will be published here as we ship. Check back regularly or reach out to stay informed.
Get notified when we ship new features, announce integrations, or publish updates.