Mission
Better intelligence behind every financial decision.
Zom's mission is to make high-quality financial intelligence universal. We are starting with independent RIAs, where client, portfolio, workflow, compliance, and firm context can inform every decision. Zom prepares the work. The advisor remains the fiduciary and decides what is recommended, approved, sent, or implemented.
Vision
The work that matters
happens between people.
Advisory firms already have the data and judgment they need. The problem is that the context behind each decision lives across disconnected systems and people. Zom brings the relevant context into the advisor's work so the firm can prepare, review, and make decisions with a clearer picture.
Why we're building this
Dom Carfagno
Founder and CEO
"Advisors are expected to understand every client's portfolio, goals, family situation, and prior decisions, but that context is spread across systems and people. We are building Zom so the firm does not have to reconstruct that picture every time work begins.
Zom brings the relevant information and approved context into the request, prepares the work, and leaves the decision with the advisor."
Institutional memory
Your firm's judgment carries forward.
Zom is building institutional memory that preserves approved context behind client relationships, promises, decisions, exceptions, and firm practices. During an active advisor request, Zom can use the relevant memory alongside current data from connected systems. Advisors control what is remembered, where it applies, and when it is corrected or removed.
News
The College Today spoke with Zom's founder about the gap between how much an advisory team is expected to know about each client and how many hours actually exist in a week. The piece traces the path from that observation to building an operating intelligence layer purpose-built for independent RIAs.
It's an early look at the thinking behind the product and where a smaller firm can find leverage without adding headcount.
Read the original storyDevelopment partners
A small number of firms build this with us.
Zom is being built alongside a limited group of independent RIAs. A development partner is not an early customer on a discount. It is a firm that shapes what gets built, and the commitments below apply for the length of the engagement.
- 01You choose the workflows.A development partner decides which parts of the practice Zom takes on first. We build against the work your firm actually runs, in the order you want it, rather than a fixed onboarding script.
- 02Unlimited access to the development team.Not a support queue and not a quarterly check-in. Development partners talk to the people writing the code, raise what is not working, and see it addressed while the engagement is live.
- 03You set the meeting cadence.Weekly, monthly, or only when something needs a decision. The rhythm of the engagement is yours to set, and it can change as the work changes.
These commitments are specific to development partners and do not describe standard access.
Request access
Creating a world where financial advisory is driven by human connection, not busywork.
Interested in working at Zom? Get in touch.