We started Drift because every advisor we knew was buried in work that had nothing to do with advice.
Built by operators from wealth management and applied AI. We work for the advisor — not the platform, not the custodian, not the model vendor.
For a decade the wealth management industry has bought software the same way: one tool for the portfolio, one for the plan, one for the CRM, one for the documents, one for the meeting notes. The advisor became the integration layer. The household file lived in the advisor’s head.
That was tolerable when the alternative was nothing. It is no longer the alternative.
Drift exists to give the advisor back the work that an associate used to do — the reading, the prep, the document analysis, the compliance memos, the morning queue — without forcing the firm to abandon the systems they spent a decade configuring. We sit on top. We read. We propose. The advisor decides.
We’re a small team. We’re hiring carefully. We talk to customers every week because the product gets better one conversation at a time.
Spent the last several years placing AI and agentic systems inside more than 100 mid-market and enterprise businesses. Drift is the same playbook turned on the firms that hold other people’s money.
Machine learning engineer. Built production ML systems for the Cleveland Clinic and other regulated environments — training and deploying models on clinical data under HIPAA. Now applying the same retrieval-and-grounding discipline to advisory firms.
- Sequoia Capital
- Founders Fund
- Conversion Capital
- BoxGroup
- Joe Duran
- Marty Bicknell
- Liz Nesvold
- Penny Phillips
- Northbridge Wealth Partners
- Aldrich Family Office
- Continental Trust
- Vance Capital Advisors