We're building the AI that runs the back office of wealth management. Today it takes the paperwork that buries financial advisers off their plate. Where it's going: an agentic layer that drafts, checks and acts on its own, turning a profession still run on manual process into one that runs itself. Thousands of advisers already depend on us every day — and we're only at the start.

Founded by Entrepreneur First alumni. Valued at £100m. Raising our Series A in 2026.

What you'll build

Not CRUD. The hard problems sit at the centre of the company:

• LLM pipelines that have to be right. We generate highly regulated reports advisers stake their compliance on. That means accuracy, traceability and zero tolerance for hallucination in a domain where a wrong number is a real-world problem — not a demo.
• Atlas — the chat-led workflow platform everything is converging into: a workflow engine, proactive automations, and the ...