Onboard fast. Learn what matters. Focus on the hard problems. Delegate out the planning where you can see if they are on track.
Client story intake, knowledge/confidence mapping, plan modules, meeting briefs, and an audit-ready trail—so your craft shines where it counts.
Can nurture your prospects or clients until they are ready to graduate to your full service offering. Make some supplemental revenue in the process.
Smart Intake
One link. Story + data + documents in one flow.
Client Intelligence
Beliefs, triggers, knowledge map—see where to teach vs. where to build.
Planner Workspace
Cash flow, debt, protection, taxes, equity comp—modular plan assembly.
Action Orchestrator
Assign tasks to client/firm, collect proof, track progress.
Client Intelligence
A Knowledge & Confidence Map highlights where to teach vs. implement.
Meeting-in-a-Box
Auto agenda, talking points, red/yellow flags, and documents.
Compliance & Evidence
Versioned recommendations, client acknowledgments, and a clean audit trail.
Practice Analytics
Capacity, time-to-onboard, completion rates.
Built in stealth by a proven planning + product team
Zealth is in closed beta. It uses a set of unique, tested approaches that blend tax-first financial planning with product-engineering rigor—from two founders with 20+ years each in their fields: Gabriel Shahin, CFP®, Founder & CEO at Falcon Wealth Planning, Inc., and Yaroslav Lazor, CEO of Railsware Product Studio. Railsware has been an early product partner on Calendly and has built products for clients such as ParentSquare and NexHealth—alongside its own products like Mailtrap and Coupler.io.
Zealth provides educational tools and automation. When used with a professional, advice is provided by that professional.