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AI tools

Fathom

AI note-taker that summarizes meetings and pushes call notes into Salesforce or HubSpot.

Not only for advisors. A meeting note-taker for teams in any line of work (sales, hiring, product), not built for financial advisors. Fathom's page

Made by Fathom Visit Fathom's website
Starting priceFree plan
Checked on the vendor's site · Oct 13
Price on their own siteYes
Firm sizeSolo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+)Solo2-56-2021+
In their words: “Whether you’re a team of 1 or 1,000, Fathom’s got your back”
Vendor says · source
Connections listed4 connectionsSalesforce, HubSpot, ChatGPT and 1 more. Source and date for each below. AI tools among them: ChatGPT (MCP server), Claude (MCP server).
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What their website looks like

Screenshot of Fathom's homepage
Fathom'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
Free Free
No charge
 Free forever

Paid plans: Premium $16 or $20, Team $15 or $19 (2-user minimum) and Business $25 or $34 per user a month. The page prints both figures for each plan and switches between annual and monthly billing; our saved copy of the page doesn't show which figure is which, so the paid plans aren't recorded as prices yet.

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

Where Fathom sits on price

FathomOther 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
Fathom4 connections listed

Data goes out to

SalesforceHubSpotChatGPTClaude
Salesforce
Checked on the vendor's site
  • Data out: meeting notes, action items and deal insights synced into Salesforce
Source: Fathom Salesforce integration page. Checked Oct 13.
HubSpot
Checked on the vendor's site
  • Data out: meeting summaries, action items and deal insights synced into HubSpot
Source: Fathom HubSpot integration page. Checked Oct 13.

AI assistants and note-takers

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

ChatGPT
Checked on the vendor's site
  • Through an MCP server (an open standard that lets AI assistants connect to other software)
  • Data out: meeting summaries, transcripts and action items readable from ChatGPT
Source: Fathom ChatGPT integration page. Checked Oct 13.
Claude
Checked on the vendor's site
  • Through an MCP server (an open standard that lets AI assistants connect to other software)
  • Data out: meeting summaries, transcripts and action items readable from Claude
Source: Fathom Claude integration page. Checked Oct 13.

Leaving later

We haven't read Fathom's site for export instructions yet.Not checked yet

Fits best if

Our judgement

We haven't assessed fit for Fathom yet.

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

Similar tools

Compare Fathom with another tool

Same category and at least one firm size in common, cheapest for one person first. Paying vendors are never moved up.

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
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Jump
From $100/advisor/mo
Checked on the vendor's site · Oct 13
Salesforce · Data link, direction not stated checkedWealthbox · Data out checkedRedtail · Data link, direction not stated checkedHubSpot · Data in and out checkedDynamics 365 Sales · Data link, direction not stated checkedand 9 more on the profile
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Quin
From $49/mo for the 10 hrs setting
Checked on the vendor's site · Oct 13
Salesforce · Data out checkedWealthbox · Data out checkedRedtail · Data out checkedSlant · Data out checkedHubSpot · Data out checkedand 16 more on the profile
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Continuum
From CAD 79/seat/month
Checked on the vendor's site · Oct 13
Salesforce · Data out checkedWealthbox · Data out checkedMaximizer · Data out checkedHubSpot · Data out checkedMicrosoft Dynamics 365 · Data out checkedand 7 more on the profile
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Corrections

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