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AI tools

Caddi

AI operating system for back-office operations at wealth and law firms.

Made by Caddi Technologies LLC Visit Caddi's website
Starting priceFree plan
Checked on the vendor's site · Oct 13
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed13 connectionsAttio, HubSpot, Practifi and 10 more. Source and date for each below. AI tools among them: Jump (how not stated), Zocks (works from meetings), Fireflies (works from meetings).
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What their website looks like

Screenshot of Caddi's homepage
Caddi's homepage, as it appeared on Oct 14. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Individual Free
No charge
 Free for one user, no time limit
200 credits and 10 loops per month; single user.
Startup $250/user/mo
per user, per month
 Billed monthly
For companies with up to 10 employees; 1,000 credits per user per month.
Business $6,500/mo
per month (the page doesn't say per user or per firm)
 Billed monthly
Unlimited users; 20,000 credits per month; implementation $5k to $15k, one-time.
Business, billed annually $60,000/yr
per year (the page doesn't say per user or per firm)
 Billed annually
Page says: save $18,000 a year.

Enterprise plan: custom price, annual agreement.

Startup extras: credits $1.25 each; extra active loops $100 per month.

Business and Enterprise start with a pilot.

Source: Caddi pricing page. Checked on the vendor's site, Oct 13.

Where Caddi sits on price

CaddiOther AI tools

Cheapest plan for one person, per month (our sum from each price page). 16 of 30 AI tools have a US-dollar price we can put per person.

CaddiFreeContioFreeFathomFreeFirefliesFreeGrainFreeSynopsist$25/moMunin$29/moFinmate AI$39/moVega$42/moKnapsack$50/moYourStake$50/moHazel$60/moZocks$67/moFocal$100/moJump$100/moDataDasher$120/mo

Price changes

No price changes recorded yet. We last checked on Oct 13.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Nothing the vendor says sends data in
Caddi13 connections listed

Data goes out to

Nothing the vendor says it sends out
Listed, no detail
AttioHubSpotPractifiSalesforceWealthboxZoho CRMAddeparBlack DiamondOrionTamaracJumpZocksand 1 more
Attio
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
Also: Caddi Attio integration page.
HubSpot
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
Also: Caddi HubSpot integration page.
Practifi
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
Also: Caddi Practifi integration page.
Salesforce
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
Also: Caddi Salesforce integration page.
Wealthbox
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
Also: Caddi Wealthbox integration page.
Zoho CRM
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
Also: Caddi Zoho CRM integration page.

AI assistants and note-takers

The AI assistants and meeting note-takers among the tools Caddi Technologies LLC lists. How each one connects is in Caddi Technologies LLC's own words, or marked as not stated. Ask what the AI tool can see and change, and where your clients' data goes.

Jump
Checked on the vendor's site
  • The vendor doesn't say how the AI tool connects
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
Also: Caddi Jump integration page.
Zocks
Checked on the vendor's site
  • Works from your meetings, as the vendor describes it
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
Also: Caddi Zocks integration page.
Fireflies
Checked on the vendor's site
  • Works from your meetings, as the vendor describes it
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
Also: Caddi Fireflies integration page.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools Caddi Technologies LLC lists.

Addepar
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
Also: Caddi Addepar integration page.
Black Diamond
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
Also: Caddi Black Diamond integration page.
Orion
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
Also: Caddi Orion integration page.
Tamarac
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
Also: Caddi Tamarac integration page.

Announced, not shown live

Caddi Technologies LLC has announced these, but we found no page showing them live. They don't count in filters, stats or comparisons until we do.

AdvisorEngine CRM
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
Advyzon
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
Redtail CRM
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
Salentica
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
XLR8
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
Zinnia SmartOffice
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
Microsoft Dynamics 365
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
eMoney
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
MoneyGuidePro
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
Morningstar AdviserLogic
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
HolistiPlan
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
TradePMR
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
Nitrogen
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.
PreciseFP
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Caddi integrations page. Checked Oct 13.

Leaving later

We haven't read Caddi Technologies LLC's site for export instructions yet.Not checked yet

Fits best if

Our judgement

We haven't assessed fit for Caddi yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Caddi with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

Contio
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data in and out checked
View profile
Fathom
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data out checkedHubSpot · Data out checked
View profile
Fireflies
Free plan
Checked on the vendor's site · Oct 13
Redtail · Listed, no detail given checkedWealthbox · Data out checkedSalesforce · Data link, direction not stated checkedHubSpot · Listed, no detail given checkedMicrosoft Dynamics 365 · Data out checkedand 9 more on the profile
View profile
Grain
Free plan
Checked on the vendor's site · Oct 13
HubSpot · Data out checkedSalesforce · Data out checkedPipedrive · Data out checked
View profile

Corrections

No corrections to this profile yet.

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