Directory / Tech & Manufacturing
Zom AI (College of Charleston student founder)
Charleston
Updated
- Tool
- AI platform built on Anthropic's Claude
- What it does
- Pulls a financial adviser's client data into one secure view to speed up advice and prep
- Result
- Founder has raised $500,000; several firms are beta-testing (per CofC)
- Source
- today.charleston.edu
Published by Charleston AI Playbook. Source loaded and checked October 15, 2026. Source.
Try it yourself
Summarize this client's accounts into a one-page prep sheet for our next meeting: goals, changes since last time, and 3 questions to ask: [paste notes]
Paste into ChatGPT, Claude or Gemini and fill in the brackets. Open it in the prompt library.
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