Michael Kitces named Caddi as one of the latest additions to the AdvisorTech fintech map in his August 2026 roundup. Our listing sits under Client Engagement → AI Assistants/Agents in the directory.
The roundup's theme is that AI for advisors is crossing from experiment to infrastructure: Advyzon embedding AI across its platform, Series A rounds for the compliance tools Hadrius and Greenboard, a new crop of AI-native CRMs, and a directory of AI agents built specifically for advisors. Being added to the map in that particular month is good company to keep.
What Caddi does for an RIA is the back office rather than the advice: account opening, client onboarding, data entry between the CRM and the custodian, reporting prep. You show it the workflow on a screenshare and it builds the agent that runs it. More on that in RIA digital workforce and RIA operations challenges.
See the post on LinkedIn
The full monthly roundup is on Kitces.com, and our entry in the AdvisorTech Directory is here.
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