Meridian7

WealthTech · Product company

AI that wealth advisors can actually trust

Meridian7 builds Navi — the AI operating system for independent wealth advisory firms. Navi connects your CRM, portfolio data, communications, and documents into one relationship graph, then delivers evidence-backed intelligence for every client interaction.

Request a demo See what Navi does
Built for SEC-registered RIAs Human-in-the-loop by design Full AI provenance & audit

Who we serve

Built for independent wealth advisory firms

Navi is designed for Registered Investment Advisors and multi-advisor wealth practices that want AI leverage without black-box risk. Typical buyers include firm principals, heads of advice, operations leaders, and Chief Compliance Officers.

RIAs Independent SEC-registered advisory firms modernizing client service with governed AI.
Ops & CCO Teams that need consistent follow-through, evidence of service, and reviewable AI outputs.
Advisor teams Practitioners who need institutional context before every meeting — not another generic chatbot.

Product · Navi

From fragmented client data to decisions advisors can defend

Wealth firms run on CRM, portfolio systems, email, calendar, documents, and chat. Navi turns that sprawl into structured institutional knowledge — then puts governed AI to work on top of it.

01 · Foundation

Unified relationship graph

Clients, households, advisors, accounts, products, communications, and documents are connected into a graph that reflects how wealth relationships actually operate. Structure first — so AI has real institutional context.

02 · Meeting intelligence

Complete briefings before every meeting

Navi assembles relationship history, portfolio activity, recent interactions, open opportunities, service issues, referrals, and life events — so every advisor arrives with the firm’s full context, not only personal memory.

03 · In-flow prep

Intelligence where advisors already work

Request a briefing in Slack or chat and receive a household summary, open items, coverage gaps, and talking points in seconds — grounded in live client data, not a separate research task.

04 · Growth & retention

Gap identification and remediation

Continuously surface coverage gaps, unresolved service issues, and unactioned opportunities with clear “why it matters” context and next steps — before revenue and retention risks compound.

05 · Execution

Task and commitment management

Capture follow-ups from meetings, email, and notes; assign ownership; track progress. Client commitments become visible, accountable, and measurable across the firm.

06 · Oversight

Compliance-ready documentation

Generate summaries of interactions, recommendations, disclosures, and supporting documentation so compliance becomes a natural outcome of advisor work — not a separate administrative fire drill.

Platform principles

Enterprise AI with provenance — not a black box

Generic copilots fail in regulated advice. Navi is built so every insight is evidence-backed, every sensitive action can require human approval, and every decision is reviewable.

07 · Traceable AI

Source-linked recommendations

Every AI-generated recommendation, summary, or insight can be traced to the exact client records, documents, communications, and data sources used to produce it.

08 · Full audit

Human + AI activity side by side

See what was accessed, what was recommended, who approved it, and how decisions evolved — transparent for operations, compliance, diligence, and regulators.

Multi-tenant isolation Governed LLM egress Evidence chains HITL approval gates Cloud-native SaaS

Company

Meridian7 is a product company

We build software products for wealth management — not slideware, not staff augmentation as the product. Our flagship product is Navi, delivered as multi-tenant SaaS for advisory firms that need modern AI with institutional-grade trust.

  • Clear product Navi: relationship intelligence + governed AI for RIAs
  • Clear customer Independent wealth advisors and multi-advisor RIA firms in the U.S.
  • Clear business model B2B SaaS subscription for advisory firms and teams
  • Clear use of cloud infrastructure Application compute, managed data stores, secure object storage, and AI inference for production and pilot environments

What we build on the cloud

Navi runs as a modern multi-tenant platform: containerized application services, workflow orchestration, relational and graph data stores for relationship intelligence, secure document storage, governed model access for AI features, and full observability. Cloud credits accelerate secure staging and production capacity for advisor pilots and production readiness.

Meridian7

See Navi on real advisor workflows

Walk through household intelligence, meeting prep, gap remediation, and compliance-ready export — or review public capability demos online.

Email sales@meridian7.io Watch product demos