Thyme

The OS for financial advisors

Y CombinatorSummer 2024AcquiredB2BFinance and AccountingArtificial IntelligenceFintechFinance

What they do

Problem

Financial advisors rely on outdated, fragmented tools to manage client relationships, meeting notes, records, billing, and client engagement.

Solution

Thyme provides an all-in-one, AI-powered operating system that auto-captures meeting notes, manages client records, supports billing, and offers a client portal for assets and tasks.

Who it's for

Financial advisors (and their firms) who manage client relationships and advisory services.

Founders

Daniel Lantz

Founder

I am originally from Texas and currently reside in Richmond, VA. Prior to co-founding Thyme, I worked as a software engineer at Capital One, trovata.io, and meetcampfire.com (YC S23). In my free time, I enjoy Brazilian Jiu-Jitsu, chess, and spending time with my wife and son.

Fernando San Martin

Founder

Electrical engineer from Spain. I moved to SF to start my career. For the most part, I've worked at the intersection of finance, software, and data at places like Capital One, Zippi (YC s19), and Trovata.