
AdvisoryAI is the productivity Co-Pilot for financial advisors in the UK.
What they do: AI productivity co‑pilot for UK financial advisers and paraplanners
Key product features: AI assistants (Evie, Emma, Colin) and Atlas assistant for meeting notes, suitability reports, annual reviews and compliance checks
Headquarters / data residency: UK-based; client data stored in the UK
Team size: ~17 employees
Funding stage / investor: Pre-Seed; investor listed as Michael Bristow
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Administrative and paraplanning workload for regulated financial advisers
Technology, Information and Internet
AdvisoryAI is building the AI co-pilot that's transforming wealth management. We automate the tedious middle-office work that buries financial advisors, freeing them to focus on what matters: their clients.
Founded by Entrepreneur First alumni, we've scaled to thousands of daily active users and are currently valued at £100 million . We're raising our Series A in 2025.
We need cracked Software Engineer to help us scale. You'll build the infrastructure powering the next generation of financial advice—working directly with founders, shipping fast, and capturing meaningful equity in a rocket ship company.
This is your chance to join early, build something that matters, and win big.
🧑🏻💻 Our Current Tech
Location: India / UK
More than just code, you'll be:
We're looking for:
In addition to the following technical skills, we are looking for PROBLEM SOLVERS with an entrepreneurial mindset.
Our values
We’re a small team with big dreams - and the culture we create is just as important to us as the product we’re building.
📈 Growth oriented
Slope y intercept. We invest in people and growth as the company grows.
💚 Humility
Everyone has a lot to give and a lot to learn. Egos are not allowed.
🌟 Customer focused
We love our customers. We make decisions by focusing relentlessly on them - and accept if this means changing our ideas. Customer success is our success.
💡 Intellectual honesty
We believe in creating an environment where the best ideas win and acknowledging when we are wrong.
👾 Hack to success
We move fast and take big swings. We always aim for a solution that addresses 80% of the problem in 20% of the time. We make educated bets, launch MVPs, and iterate.
🔥 Having fun
Be unapologetically you! We love our game-nights, ping pong tournaments, bufo emojis, and cow jokes.
Company Benefits
Not sold yet? Check out some benefits you’ll have access to as well:
🧧 Competitive compensation and equity
✈️ Flexible work culture
🌻 Unlimited days paid time off every year
🍱 Free lunch and dinners
💻 $700/year work setup stipend
🌴 Annual team offsite
🌿 Unlimited snacks and caffeine (because brilliant ideas need fuel).