Startup · Tampa Bay

Brookwell

Agentic AI platform digitizing and streamlining wealth-management advisor transitions.

FinTechAI & Data

Agentic AI platform digitizing and streamlining wealth-management advisor transitions. Founded by Eric Pinto.

Region

Website

brookwellgroup.com ↗

Affiliations

Embarc Collective

Links & sources

Websitewww.brookwellgroup.com/

Sources

Brookwell Group — AI Agentic Workflows & Advisor Transitions for RIAs and Broker-Dealers ↗ (retrieved 2026-07-19)Embarc Collective member directory ↗ (retrieved 2026-07-19)