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Gimmee Info, LLC

Creating meaningful AI applications for small to medium businesses. Creator of EstateIQ for wealth managers.

Information Services
Bangor, US
1 employees
2 public signals

About Gimmee Info, LLC

Gimmee Info, LLC builds specialized AI tools for professional services firms. Our first product is EstateIQ — an estate planning document intelligence platform built specifically for wealth management firms. We started with a simple observation: wealth advisors were spending hours manually reviewing client estate documents before meetings. Reading through trusts, reconstructing beneficiary flows, piecing together family relationships — all to walk into a meeting prepared. For firms managing billions in client assets, that process was slow, inconsistent, and a real risk. EstateIQ fixes that. Upload a client's estate documents and your advisors get a clean, structured summary in minutes. Trust provisions in plain English. Beneficiary flow mapped out. Key people and family relationships identified. Planning gaps flagged. All branded to your firm. We work with independent and boutique wealth management firms in the $1B to $15B AUM range — firms with complex client relationships and advisors who need to be at their best in every meeting. EstateIQ is not a generic AI tool adapted for wealth management. It was built from the ground up for this specific problem, in this specific market. If your team is still reviewing estate documents manually before client meetings, we'd like to show you what it looks like when they don't have to. šŸ“© Visit gimmee.info or message us to request a live demo.

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