Why we built this
Smart people walk into important meetings every day without the preparation they need — because the information is buried in jargon, scattered across sources, or locked behind $400/hr professionals.
We built WithDave to change that. A team of tax professionals, attorneys, and technologists with decades of combined experience across Big 4 firms, courtrooms, and startups — working together to make expert-level guidance accessible to everyone.
Every advisor on the platform is powered by deep knowledge bases built from real practitioner experience. Not generic AI. Domain-specific intelligence that understands context, nuance, and the questions you should be asking.
What sets WithDave apart
5 domain-specific advisors
Not one generic AI. Five specialists across tax, legal, insurance, benefits, and life planning — each with deep knowledge bases.
Real practitioner experience
Built by professionals with decades in Big 4 firms, civil litigation, and startup operations. Not scraped from the internet.
8 integrated products
Chat, documents, research, assessments, The Boardroom, news briefings, decision tracking, and Build Your Own — all working together.
Plain English, always
No jargon. No runaround. Every advisor explains complex topics the way a trusted friend would — direct and honest.
Private & secure
Your conversations are never shared or used for training. Delete your data anytime. Your privacy is non-negotiable.
Answers in minutes
What used to take weeks of research and expensive consultations now takes minutes. The same caliber of preparation, accessible to everyone.
30 topics across 5 domains
Dave
Tax & Business
Tax
Business
Finance
Investing
Real Estate
Accounting
Erika
Legal & Protection
Law
Family Law
Estate Planning
Criminal Law
Immigration
Contracts
Walter
Life & Planning
Retirement
Career
Homebuying
Healthcare
Credit
School Planning
Jaya
Gov & Benefits
Social Security
Medicare
Veterans
Gov Programs
Disability
Elder Care
Norm
Insurance & Risk
Insurance
Compliance
Risk Mgmt
Benefits/HR
Biz Ops
Wealth Protection
Ready to get started?
Pick a topic, ask a question, and get expert guidance in minutes. It's free to start.
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