What Servat does
Servat is an AI platform for financial advisors that describes itself as an operating system for modern financial advice, using AI agents to automate administrative work and help advisors understand and manage clients. It is aimed at small RIA owners and advisors who have left wirehouses or banks to build independent practices. Five modules make up the platform: Profile uses behavioral science to identify each client's financial personality, Create generates proposals that explain the reasoning behind recommendations, Manage centralizes onboarding and portfolio oversight, Gather builds a client intelligence file from public records and client questions, and Talk is a compliant communication hub with an AI assistant. Pricing is not published; a limited beta is planned.
How Servat compares with its closest alternatives
1 of the 5 closest alternatives has a free plan; Servat does not. 2 of the 5 offer an API. Servat was founded in 2025; the alternatives were founded between 1994 and 2025, 3 of them earlier. Servat is based in Singapore; 4 of its 5 alternatives are in Singapore too, and the others in Brazil.