
Multi-award-winning tech, automating financial advice to empower advisers to serve more clients efficiently.

Multi-award-winning tech, automating financial advice to empower advisers to serve more clients efficiently.
What they do: AI platform automating end-to-end financial advice for advisers and institutions
Regulation: FCA-authorised
Traction: 250,000+ automated advice recommendations (company-cited)
Employees: ~30
Known investors: Investors listed on profiles include Octopus Ventures and others (per company records)
WealthTech / automated financial advice; closing the 'advice gap' by scaling affordable advice
Fintech / WealthTech
Profile listings reference a funding event dated 2018-06-05; some public profiles also list a venture/seed round with obfuscated amounts.
“Octopus Ventures listed among investors on company profiles”