Two US companies have raised more than $170 million building AI assistants for financial advisers. Neither has entered the UK. We are building the version made for it — for the FCA regime, the UK back office, and firms that answer to a regulator.
Adviser AI moved from novelty to infrastructure in under three years. The winners so far are American, and the American product does not transfer.
US players have scaled to tens of thousands of advisers on more than $170 million of venture capital. The question of whether advisers will adopt this has already been answered.
Consumer Duty, FCA suitability evidencing and a fragmented back office of Intelliflo, CURO and Xplan. A US-built assistant cannot simply be shipped across the Atlantic.
Once Orchestrator is the system keeping a firm’s back office current, it stops being a tool and becomes infrastructure. That is where switching cost is built.
Our founding team includes a practising adviser with thirty years in UK financial services. We reach firms through the profession, not through cold advertising.
A working product with our first UK advice firms. Inbox first: meeting preparation, follow-up and search across client history.
Intelliflo integration, read and write. The point at which Orchestrator becomes part of how the firm runs rather than an app an adviser opens.
Multi-adviser deployment, oversight and compliance evidencing. The buyer moves from the individual adviser to the practice.
A base subscription licence with support and maintenance, alongside professional services for deployment and integration. Predictable annual recurring revenue that grows with each firm we add and each adviser within it.
Per adviser, per year. Flat and forecastable — not metered usage a compliance officer cannot budget for.
Ongoing licence, updates and support, renewed annually alongside the subscription.
Deployment, back-office integration and configuration for larger practices and networks.
We are happy to walk through the full deck, show Orchestrator working, and answer questions on the market, the roadmap and the investment structure.
Request the deck and a demoOrchestrator AI Limited is a UK-registered company. SEIS Advance Assurance has been applied for.