about us
"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
OUR MISSION
Give advisers back the capacity to actually advise
The number one cause of stress in the UK is money. 92% of the population is navigating it alone.
We believe financial advice should be a right, not a luxury, and we're building the tools that make that possible.
As featured in
Why firms choose Advisory AI
Summarizing data...
One conversation for every role in your firm
Atlas connects meetings notes, reports, compliance, research, and client management into one platform. No tool sprawl or complexity. Advisers, paraplanners, and operations teams all work under the same roof.
templates
Your templates, built for you
Our expert team works with you to build all your reports from your firm's own templates. If you have ever spent three days reformatting a report to fit a tool's rigid output, you know exactly why this matters.
£99 /mo per user
Every price published, no surprises
Enjoy transparent pricing. Monthly billing with no annual lock-in. 30-days money back if you do not see 50% time savings in your first month.
Meeting Notes
Enjoy it for free before you spend a penny
Enjoy 14-days free trial to experience AdvisoryAI's value. Record a real meeting. We generate a report from your templates. You see the output before investing.
case studies
What advisers say about AdvisoryAI
