Contio
Category: AI Agents
An AI-powered meeting operating system (MeetingOS) designed to optimize and automate client meetings for financial advisors. Contio was founded in 2025. The company is led by Aaron Klein. Based in Eagle, Idaho. Total funding raised: $5.5 million. Latest round: Seed ($5.5M, Dec 2023). Key investors include Orion founder and former CEO Eric Clarke, Redtail founder Brian McLaughlin, AdvicePeriod founder and Principal Steve Lockshin, Allworth Founding Principal and Vice Chair Scott Hanson, Edelman founder Ric Edelman, Barnaby Grist, Pontera CEO Yoav Zurel, Riskalyze co-founder Mike McDaniel, Andy Swan (Former Chairman of the Board at Riskalyze), Capital Eleven Ventures.
- Founded
- 2025
- Headquarters
- Eagle, Idaho
- Total funding
- $5.5 million
Value proposition
Saves advisors time and improves meeting quality by automating preparation, note-taking, and follow-ups, allowing them to focus on client relationships.
Products and solutions
AI real-time note capture, Automated meeting preparation tools, Post-meeting workflow automation, Actionable insights and summaries
Unique value
Unlike general-purpose meeting assistants, it is purpose-built for the specific compliance and workflow needs of financial advisors.
Target customer
Financial advisors and wealth management professionals
Industries served
Financial Services, Wealth Management
Technology advantage
Deep integration with existing financial advisor systems and proprietary AI tailored to the conversational and compliance needs of the wealth management industry.
How they differentiate
It offers a vertical-specific solution for financial advisors, emphasizing workflow integration and actionable insights rather than generic transcription or meeting management.
Main competitors
Otter.ai, Fireflies.ai, Fellow.app
Key partnerships
Contio Partner Apps Program launched Jan 2026 with Blueleaf, Asset-Map, Precept, Fynancial as initial partners. Asset-Map integration announced May 2026.
Notable customers
450 beta users across verticals. Public launch Jan 2026 with customers including EV Partners, Executive Allies, and other RIA firms. Serving financial advisors, talent recruiters, and software engineers.
Major milestones
Secured $5.5M seed round in December 2024, Commenced operations in January 2025, Launched private beta in June 2025, Public launch of MeetingOS in January 2026, Achieved SOC 2 Type II certification in March 2026, Launched Daily Brief feature in May 2026
Growth metrics
N/A
Market positioning
A specialized, niche AI assistant targeting the fintech vertical, specifically wealth management.
Geographic focus
United States
Patents and IP
N/A
About Aaron Klein
Aaron Klein is a seasoned entrepreneur and executive in the wealth technology sector. He is the co-founder and CEO of Contio, an AI-powered meeting operating system. Previously, he co-founded and served as the CEO of Nitrogen (formerly Riskalyze), a prominent growth platform for wealth management firms, for over a decade. His career is distinguished by his success in building and scaling companies, fostering innovation, and leading teams. He has been recognized with numerous awards, including being named one of the top 40 under 40 executives by Investment News.
Official website: https://www.contio.ai/