We're building the future of client intelligence.

In trading, information is everything. The difference between a profitable trade and a losing one often comes down to minutes—sometimes seconds. You learn to build systems that surface signals before they become obvious to everyone else.

Before building Pearl, we built a personal wealth management app for ourselves—a tool to track our own portfolios, monitor life events, and stay ahead of our financial decisions. That experience gave us something invaluable: a deep understanding of what it feels like to be on the client side of the relationship. We know what clients wish their advisors could see.

Financial advisory shouldn't be that different from trading. An advisor who knows about a client's maturing CD before the client thinks to mention it isn't just prepared—they're indispensable. An advisor who catches an inheritance event early doesn't just retain the client—they deepen the relationship.

But most advisors today are flying blind. They're managing hundreds of relationships with spreadsheets, sticky notes, and memory. They're spending hours prepping for meetings that could be automated. They're missing signals that would have been obvious—if only someone had been watching.

Pearl is that someone. We built the intelligence layer that watches everything, understands context, and surfaces what matters—so advisors can focus on what they do best: advising.