"I built Advisory AI because I couldn't find a tool that respected the way advisers actually work"

I was a paraplanner first, then a financial adviser. I spent half my time on admin, writing suitability letters, producing meeting notes, replying to clients.

As I onboarded more clients, I felt I wasn't giving them the time they deserved. I looked for technology that could fix this. Nothing existed.

Hiring paraplanners was the only option, and finding good ones was never easy. Eventually I realised I was spending most of my time on the thing I hated instead of the thing I was passionate about. That's what broke it for me.

One colleague called me a lunatic and said I'd almost certainly fail. I walked away from a successful practice anyway.

I kept coming back to the same thought: I want to help people, advisers who love the work but are being crushed by everything around it.

Today, Advisory AI serves 2,000+ advisers and paraplanners across 400+ UK firms. What makes us different?

We're an industry insider, not a tech outsider.

- Alan Gurung

Founder and CEO