We exist to close the advice gap by doubling Adviser capacity without increasing headcount

Meet the Founders

Alan Guring and Roshan Tamil Sellvan, Founders of AdvisoryAI

Our Story

"Having been a Paraplanner first and then a Financial Adviser, I always felt that there were many administrative challenges while doing my core task - advising clients! 50% of my time was spent on admin tasks - replying to clients, writing suitability letters creating meeting notes etc. 

Immediately, I devoted myself to building an AI-based technology that would enable advisors to scale in an efficient manner, without having to continuously hire more people and allow for the democratisation of financial advice in the country. According to the FCA, only 8% of the UK population have access to financial advice. Our mission is to 5X those numbers within the next 2 years."

Alan Gurung, Co-founder & CEO

"Imagine a world where your client meeting ends and your report is already done. This was the impact we wanted to make and disrupt a sector that was lagging behind others when it came to innovation. We decided to change that!

We're not just throwing a chatbot into the mix and calling it innovation. Our AI understands an Advisers' workflow, captures the nuances of client conversations and generates fully compliant reports. That was the vision that is has now become a reality for hundreds of advisers."

Roshan Tamil Sellvan, Co-founder & CTO

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Reports we automate

Suitability Reports

Annual Reviews

Cost comparison tables

Performance analysis reports

LOA pack summaries

Provider information summaries

Recommendation tables

Client engagement reports

Alan Gurung

Alan Gurung

Co-Founder & CEO
Roshan Tamil

Roshan Tamil Selvan

Co-Founder & CTO
Jason

Jason M. Pereira

Senior Partner Woodgate Financial Inc
Rupert

Rupert Curtis

Founder Curtis Banks Group
Stephen

Stephen Mitchell

Head of Proposition FE Fundinfo

In the news

professional-planner

"Now, one paraplanner can do the work of 10.”

ft-advisor
"AdvisoryAI can emulate the communication style of advisers, generating tailored content that resonates with clients."
waste-management

"Advisors will be able to look after three times the number of clients they do today"

the-lang-cat

"AI-driven software that could write 10 personalised reports in less time than it takes a person to write one"

EATT

AdvisoryAI: 'Best in Show' at EATT2025

This is the second year running that we have been awarded as the 'Best in Show' after winning the same award at the Empowering Advice Through Technology (EATT) event in 2024 as well.

Our AI Assistants Emma and Evie stole the show by showcasing ease of admin through workflow automation. 

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Add AdvisoryAI to your Paraplanning process and generate advisory reports almost instantly