Aaron Klein, the former CEO and co-founder of Nitrogen, announced the launch of his new company, Contio, last summer. Now, Klein is going live with Contio’s MeetingOS, which, he says, goes beyond the existing AI notetaking tools to provide a “Decision Acceleration Platform.”
Wednesday’s launch of the operating system starts with the wealth management industry, but there are plans to roll it out to talent recruiters and software engineers in the next couple of months. There were 450 beta users of the system across verticals.
Klein said the idea for Contio was born about eight years ago, when he was still running Riskalyze and spending some 70% of his time in meetings—a process he found quite inefficient.
Since then, we’ve seen the rise of AI meeting notetakers, including several specifically designed for the financial advisor market. Other AI notetaker and meeting automation applications marketed specifically to financial advisors include Jump, Zeplyn, Fireflies.ai and Zocks, which just recently raised $45 million in Series B funding.
“We’ve somehow devolved into this world where seven robots join the call, and they do absolutely nothing to make the meeting better. They just record the misery as it is and send us all emails about it. So the meeting is still broken, we just have better proof,” Klein said.
A screenshot of Contio’s MeetingOS software.
The problem, he argued, is that there was no system of record for decisions that are made in meetings.
“Making clear decisions and turning them into action still lives in calendar invites and scattered notes, and human memory,” he said. “The world doesn’t need another notetaker taking notes that nobody reads. What we really need is a decision acceleration platform that helps turn meetings into decisions and then decisions into action.”
Contio has launched three versions of the software. MeetingOS Free is a free version, which provides meeting agendas with AI-powered notes and action items for up to 20 meetings a month. After those 20 meetings are reached, the user is not locked out of the system and can continue taking manual notes in the software.
MeetingOS Pro, which starts at $49 a month for the first three users, provides for unlimited meetings to draft agendas, surface insights during conversations and recall meeting details. They can also use voice mode.
MeetingOS Elite Advisor, which starts at $99 a month for the first three users, includes everything the Pro plan offers, but it is optimized specifically for financial advisors and allows reading performance reports, financial plans, portfolio analysis reports and account statements. It also integrates with Nitrogen, eMoney, MoneyGuide, RightCapital, Black Diamond, Orion, Addepar, YCharts and others.
An enterprise version is also in the works.
In conjunction with the launch, the company’s also introduced the Contio Partner Apps Program, which allows companies to build integrations with and apps on top of MeetingOS. That means that Contio’s AI will assign action items to other apps an advisor is using.
“We allow our partner apps to come register workflows on the MeetingOS, listen for their workflows, and then we hand them the workflow data that they need to go execute their own AI strategy in their app,” Klein said. “So we’re building the operating system layer, and then we’re letting the partners actually run their own AI strategies.”
Contio has brought on 12 partners in the program so far, including Blueleaf, Asset-Map, Precept and Fynancial, which has introduced Fynancial Pulse, a new product built on top of MeetingOS. Klein declined to name the remaining partners at this time.
He points to several key differences between Contio’s MeetingOS and other meeting tools. First, it snaps into an advisor’s calendar and works with video call platforms Zoom, Google Meet and Microsoft Teams. It also works for in-person meetings. In addition to using the system externally with clients and prospects, advisory firms can also use it for internal meetings with team members.
Secondly, Contio brings all of the AI processing into its secure private cloud, and that data is not used to train AI foundation models. Other notetaker providers ship conversations and data over APIs to the foundation model companies for processing. Contio built its own agentic framework from the ground up, but it also leverages many AI models, including those from Anthropic and Deepgram.
Thirdly, MeetingOS doesn’t record audio. It processes audio in real time and captures and creates metadata about those conversations.
