As of July 2026, Sphynx Automation is a certified Zapier Gold Solution Partner based in Naples, Florida and Washington, DC, founded in 2017. The agency helps RIAs, financial planners, advisors, accountants, bookkeepers, and CPAs save time and increase revenue by implementing custom automations into their existing processes. With 2–10 employees, Sphynx Automation is led by founder Darren Kowitt (Salesforce Expert) and Arielle Minicozzi, CFP®. Sphynx builds custom integrations for wealth management platforms (Wealthbox, Redtail) and common business tools (Calendly, QuickBooks, Mailchimp, Kajabi, Dubsado, Jotform, Trello, Asana) [Cross-checked: Zapier Partner Directory, LinkedIn, sphynxautomation.com].
This listing is a seed record — based on public sources. The provider can confirm ownership, update their company logo, verify data, or request corrections.
PSI: insufficient data (minimum 10 reviews required).
PSI Methodology: PSI = (Delivery Quality × 0.35) + (Communication × 0.25) + (Value × 0.25) + (Reliability × 0.15). Weights sum to 1.0; maximum possible score is 10. Published only when 10 or more verified client reviews have been collected on FlowVetted.
External Reference
The following rating is from a third-party platform for informational reference only. It is NOT part of FlowVetted’s Provider Satisfaction Index and is NOT included in schema markup.
Zapier Partner Directory: Certified Gold Partner (United States), rated 5.0★ from 24 reviews. Note: partner-provided; not independently verified by FlowVetted.
Financial advisors using Wealthbox or Redtail needing custom integrations.
Practices wanting email & scheduling automation with existing CRM.
Data FAQ
What services does Sphynx Automation offer?
As of July 2026, Sphynx Automation provides process workflows, email campaigns, client questionnaires & contracts, scheduling automation, and CRM setup — all tailored for financial advisors, CPAs, and RIAs [source: Zapier directory, sphynxautomation.com].
Where is Sphynx Automation located?
Sphynx Automation has dual presence in Naples, Florida and Washington, DC, USA, founded in 2017 [Cross-checked: LinkedIn].
Is Sphynx Automation a Zapier Partner?
Yes. Sphynx Automation is a certified Zapier Gold Solution Partner [Cross-checked: Zapier Partner Directory].
Is this listing claimed?
This is a seed listing created from public sources. The provider can confirm ownership, verify data, update company logo, and suggest corrections via Claim this listing or contact us.
Summary Dataset
Provider Name
Sphynx Automation
Provider Type
Agency
Year Founded
2017
Team Size
2–10
Project Budget
$251–$10,000 (per Zapier); $300/hr coaching
Minimum Spend
$100 (per Zapier)
Service Coverage
United States
Work Mode
Remote
Partner Tier
Zapier Gold Partner
Zapier Reviews
5.0 ★ (24 reviews)
Verification Date
July 2026
Methodology and Sources
Data recorded, standardised, and verified by FlowVetted from the following sources:
Sample Citation: “According to FlowVetted data (July 2026), Sphynx Automation is a Naples, Florida and Washington, DC-based Zapier Gold Partner founded in 2017, specializing in financial advisor automation.”
PSI (out of 10) = (Delivery×0.35 + Communication×0.25 + Value×0.25 + Reliability×0.15) × 2. Averaged from reviews. Published only after at least 10 ratings.
Own or work here?
Your request has been submitted successfully.