Today’s CRM solutions
are stuck in the past.

Our Vision

Today’s CRM software for financial advisors is outdated and fails to meet the needs of modern practices. Redtail feels like it was built in the early 2000s, while Wealthbox’s home screen looks like your Facebook feed from 2014. As for Salesforce—unless you’re ready to spend six figures on an implementation specialist, good luck figuring out what it actually does beyond basic data entry.

It’s time for a change. Introducing Spaces: the premier AI-first CRM designed specifically for financial advisors. Spaces isn’t just a tool for SEC compliance—it’s the central command center of your firm. It streamlines and optimizes every aspect of your practice, transforming how you manage clients, track interactions, and grow your business.

Our Story

Chase Cohn and Bhavya Barot’s paths first crossed by chance at a hostel in Bali, Indonesia. Although they had mutual friends, it wasn’t until a serendipitous encounter in Kuala Lumpur, Malaysia, that they truly connected. Just one week later, Spaces was conceived.

Bhavya Barot

Co-Founder

Bhavya Barot grew up in Nairobi, Kenya, in a household with limited access to water. He survived being hit by a grenade and shot during the Westgate Mall terror attack in 2013. Despite these challenges, he went on to found and successfully exit three companies: one of Kenya’s first digital marketing agencies, an ERP provider for large manufacturers, and an online ticket platform for live events.

Chase Cohn

Co-Founder

Chase Cohn grew up in Stuart, Florida, and graduated from Florida State University. Before co-founding Spaces, he worked as a financial advisor at Bessemer Trust, a prestigious multi-family office managing over $200 billion for more than 3,000 ultra-high-net-worth families, foundations, and endowments.