Advisors juggle more tools, more complexity, and more client expectations than ever before. But most of that work isnt advising. Its chasing documents, updating systems, and stitching together a picture that should already exist. We kept hearing the same thing from advisors: I want one place to see everything. I want the AI to tell me whats wrong, not wait for me to ask. I want fewer subscriptions, not more. I want my time back.
Thats Lolo. A comprehensive platform that allows advisors to service their clients holistically across wealth, estate, tax, and insurance into a single view for advisors and their clients. Proactive AI that builds workflows, flags misalignments, and automates the operational work that eats your day. All of it is dual-sided, so your clients stay informed and engaged without extra effort from you.
Built for advisors who want to do more for their clients, not more at their desk.
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2025
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Frequently asked questions
When was Lolo founded?
Lolo was founded in 2025.
What industry is Lolo in?
Lolo operates in Software Development. Find similar Software Development investors on gritt.io.
Where is Lolo based?
Lolo is headquartered in Austin, United States.
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