Zenith.One is a technology company that focuses on creating fully automated robots. Our software allows Financial Advisors to simplify the client side of their business.
Some Advisors aren't able to take on referred clients because they don't have the minimum assets to invest. It's common advisors have to give their time to every client, but they make most of their money from larger portfolios.
Financial Advisors are worried about competing with robo-advisors for the next generation of clients. We've created a robot that works on behalf of the advisor and appeals to younger investors.