Meet the Founders

"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