Never walk into a client meeting cold again.
Khyaa sends every advisor a 200-word client brief, fifteen minutes before every meeting. Sources cited.
Free during beta. No card. Paste your first client list in 60 seconds.
Wealthbox shipped full activity-stream API parity in March 2026. iOS Safari and Chrome ship on-device speech recognition. Voice-first capture finally works without sending audio anywhere.
Fifteen minutes before each external meeting on your calendar, Khyaa pushes a 200-word brief to your phone:
- Spouse, kids, milestones from the last six months
- Last three touchpoints with sentiment
- Open commitments YOU made, with dates
- One fresh hook from the last fourteen days of their public life
You walk in already remembering. The client feels it.
After the meeting, open Khyaa, hit one big button, and talk. Sixty seconds default, ninety seconds if you need it. Khyaa extracts the commitments and new facts, surfaces them for you to glance at, and updates the per-client memory.
- Wealthbox or Redtail stays your system of record
- No template, no typing
- One button, one minute
Your CRM gets filled out for you.
One input on the home screen — “Ask anything about your book.” Three starter prompts when you don’t know where to begin:
- “Which clients mentioned RSUs vesting this quarter?”
- “Who’s still waiting on the Roth conversion analysis I promised?”
- “What did the Patels say about their daughter’s Brown tuition?”
Every claim in every answer carries a chip back to the exact note it came from. Defensible by construction.
Advisor testimonials
Three RIAs, real names, no stock photos. Landing in two weeks.
Free during beta. No card, no limits.
Khyaa is free for every advisor in our beta cohort. We’re focused on getting the loop right before we charge. No credit card on signup, no upgrade gate hidden behind a feature you actually need. When we introduce pricing, beta advisors get six months on the house and we’ll tell you the new price three weeks in advance.
Pricing is a year-2 problem. Right now we want your feedback, not your card.
Questions advisors ask first.
No. Khyaa sits under Wealthbox or Redtail and reads from them. Your CRM stays the system of record. We add the brief and the voice-dump.
Per-client memory is isolated. Every answer cites the source note, which makes it defensible in a documentation review. We do not use your data to train Khyaa's models. Export everything as JSON or delete in under 60 seconds. SOC 2 in progress — request our security questionnaire and we'll send the current control matrix the same day.
One click. Khyaa stops referencing the memory in every brief immediately, and we purge or archive it under SEC retention rules (Rule 204-2 may require us to tombstone advice-related communications for 5 years rather than hard-delete) — we confirm exactly which path your record took, in writing, within 7 days.
Yes. Wealthbox shipped full activity-stream API parity in March 2026. Redtail's read-only sync runs nightly. Calendar via Google Workspace or Microsoft 365.
Nothing during beta. No card on signup, no upgrade gate. When we introduce pricing, beta advisors get six months free and three weeks of advance notice on the new price.
I built Khyaa because the best advisors I know spend the first fifteen minutes of every day terrified they’ll forget the spouse’s name, the kid’s college, the promise made last quarter — and the worst ones already have. Wealthbox is a filing cabinet; ChatGPT doesn’t know your book; Fathom captures during the meeting, not before. Khyaa closes the fifteen-minute gap so every client feels like your only client.