Today’s CRMs are stuck in the past.
Most CRM software for financial advisors is a nightmare.
It’s either clunky and outdated—like it was built for a world where people still used flip phones—or it’s so overcomplicated that you need a full-time consultant and a six-figure budget just to make it usable.
This is what advisors are stuck with today: tools that feel like they’re fighting against you, not working for you. They’re bloated, confusing, and built for a different era—not for how modern advisory firms actually operate.
Spaces changes that.
It’s the first AI-native CRM designed specifically for financial advisors. Not a glorified spreadsheet to keep you compliant, but a command center for your practice. It helps you work faster, serve clients better, and grow your firm without drowning in busywork.
Most advisors don’t realize how much time they’re wasting wrestling with bad software.
Spaces gives you that time back—so you can focus on what matters: your clients and your business.
Our Story
Chase Cohn and Bhavya Barot met by accident at a hostel in Bali. They had mutual friends, but didn’t really connect until they ran into each other again a week later in Kuala Lumpur. That’s when they realized they should be working together. A week after that, they started Spaces.
Co-FounderBhavya Barot
“Resilient, creative, and always up for adventure.”
Bhavya grew up in Nairobi in a house that sometimes didn’t have running water. In 2013, he survived a grenade blast and being shot during the Westgate Mall attack. After that, he went on to start and sell two companies: a digital marketing agency and ERP platform for large enterprises.
Life at Spaces
We travel, eat, and grow together—just like you.
Spaces is just getting started.
We’re on a mission to build the world’s most intuitive, AI-Native CRM for financial advisors. Thank you for being part of our journey.