Dispatches

News and updatesfrom Zom.

Product milestones, integration updates, and company announcements. We publish when we ship, not on a content calendar.

02 · The thesis

The advisory intelligence thesis.

The financial advisory industry is at an inflection point. Wirehouses have invested billions in proprietary technology. Generic AI tools flood the market promising automation, delivering noise.

We believe intelligence should be built around firm policy and advisor judgment, not generic AI outputs. The advisors who win will be those who leverage technology to enhance their expertise, not replace it with commodity automation.

Zom is purpose-built for this moment.

03 · What's coming

On the roadmap.

Product

MVP Launch

Wave 02 brings broader independent advisor access. Core intelligence layer, custodian integrations, firm-specific tuning.

Coming · Q3 2026

Integrations

Custodian roadmap

Schwab, Fidelity, and the long tail. We are building the integrations one custodian at a time, with the firms that use them.

In development

Team

Team growth

We are hiring engineers and customer success carefully. Two questions: do you take fiduciary stakes seriously, and can you write?

Ongoing

The invitation

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