Fragmented Data
Advisors spend hours aggregating data from custodians, alt platforms, and spreadsheets before every client meeting
Helping RIAs deliver white-glove service to 100+ clients without burning out their team
We're building technology that automates client data aggregation, meeting prep, and portfolio insights—so advisors can spend more time on strategy and relationships.
Currently talking with wealth managers to understand their workflows and pain points.
What we're hearing from wealth managers
Advisors spend hours aggregating data from custodians, alt platforms, and spreadsheets before every client meeting
Manual processes limit advisors to 50-75 clients, making it impossible to scale personalized service
Next-gen clients expect modern, self-service tools—but most wealth management tech feels outdated
Tiller is in early development. We're conducting research with RIAs and independent wealth managers to understand how AI can genuinely improve advisor workflows—not just add another tool to the stack.
Built by Rohan Krishnan (prev @ Klaviyo & Brown University) and Jason Zhang (prev @ Vial & University of Washington)