At GReminders, we spend our days helping financial advisors save time, eliminate administrative friction, and grow their practices. Today, we are thrilled to announce a major growth milestone of our own.<\/p>\n\n\n\n
GReminders has officially been named No. 578 on the 2026 Inc. 5000 list<\/strong> of America’s fastest-growing private companies. With a three-year revenue growth of 608%<\/strong>, we are incredibly proud to rank in the top 12% of the nation’s most successful independent businesses.<\/p>\n\n\n\n This recognition is an exciting milestone for our team, but it is really a reflection of a massive shift happening across the financial services industry.<\/p>\n\n\n\n For years, advisors have been weighed down by disjointed tech stacks and endless administrative tasks. Identifying who needs a review, playing phone tag to schedule it, prepping the files, conducting the meeting, and then manually typing up notes into a CRM takes hours away from actual client relationship-building. In fact, advisors spend up to 13.5 hours per client every year just managing these meeting lifecycles.<\/sup><\/p>\n\n\n\n That is why we built GReminders to be the definitive, AI-powered meeting platform for wealth management.<\/sup> By automating the entire<\/em> client meeting lifecycle\u2014from intelligent scheduling and reminders to AI note-taking and CRM write-backs\u2014advisors using GReminders are saving up to 600 hours a year.<\/p>\n\n\n\n \u201cMany of the financial advisors that use our platform are fast-growing small business owners themselves, and we are proud to be part of the same club,\u201d says Arnulf Hsu, Founder & CEO of GReminders. \u201cWe\u2019re incredibly grateful to the advisors who trust our platform to eliminate administrative friction so they can focus on what they do best.\u201d<\/p>\n\n\n\n To our users, partners, and the broker-dealers who trust us with their workflows: Thank you.<\/strong> Your feedback, trust, and growth are the real reasons we made this list.<\/p>\n\n\n\n We are constantly innovating to make your tech stack simpler and your client engagements more powerful. We can’t wait to show you what our AI is learning to do next!<\/p>\n\n\n\n The Inc. 5000 recognizes companies that are driving innovation, creating jobs, and shaping the future of the economy \u2014 not just growing revenue. This year’s list spans industries from AI and advanced manufacturing to healthcare, consumer products, and professional services, all redefining what sustainable growth looks like.<\/p>\n\n\n\n For GReminders, a platform built to help financial advisors save time through AI-powered meeting scheduling, note-taking, and CRM automation, this recognition reflects the growing demand for purpose-built AI tools in the advisory space.<\/p>\n\n\n\n GReminders’ growth has been driven by deepening integrations across the platforms advisors already rely on, including Redtail, Wealthbox, Salesforce, and Cetera, along with approvals from institutional networks like Osaic and Cetera. As more advisory firms adopt AI to handle scheduling, meeting notes, and compliance-friendly documentation, GReminders has scaled alongside that demand – a trajectory this Inc. 5000 ranking helps quantify.<\/p>\n\n\n\n Companies on the 2026 Inc. 5000 are ranked by percentage revenue growth from 2022 to 2025. To qualify, companies must be U.S.-based, privately held, for-profit, and independent, with at least $100,000 in revenue in 2022 and $2 million in 2025. <\/p>\n\n\n\nThe Tech Shift in Wealth Management<\/h3>\n\n\n\n
To Our Clients: We Are in the Same Club<\/h3>\n\n\n\n
What the Inc. 5000 Ranking Means<\/h2>\n\n\n\n
Why This Milestone Matters for Financial Advisors<\/h2>\n\n\n\n
About the Inc. 5000<\/h2>\n\n\n\n