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Pendragon. AI staffed financial advisory firm. It uses AI to measure activity across your entire financial life and help you achieve your goals. https://pend

• epiccoleman 12d ago
  interesting idea. I just was having Codex do some "financial advising" over the weekend, and I got some reasonable recommendations. In the case of codex, at least, I felt some friction about just how much of my data I was willing to share, and my level of comfort meant that most of the advice was fairly generic and based on rough numbers rather than true analysis of statements, transactions, etc. If you can find a way to tell a good story around data privacy I think that might be a good method to stand apart from the pack (both in terms of competing products and in terms of "just a guy who puts his tax return into Codex").