Rainbook

Rainbook is an investor-first wealthtech company dedicated to transforming the client - financial advisor relationship. The job it does: building software for you when nothing off the shelf fits.

Who is it for? Mostly companies with a specific process to automate. They also list Advice, Financial Services and Wealth Management, so expect those to show up in the feature set. They are a very small team, 1 to 10 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

Rainbook is based in Atlanta, Georgia. You can read more at rainbook.com.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

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