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We are live on X! We are on a mission to democratise wealth management by empowering financial planners and advisors to focus more client relationships over administrative tasks. #AIinwealthmanagement #wealthtech #fintech #plannerpal

Our co-founder Shoomon Perry demystifies AI's role in wealth management in his latest blog post, "Lifting the Bonnet up on AI in Wealth Management" plannerpal.co.uk/blog/lifting-t…

We’re delighted to be backing PlannerPal . We led a £500k investment round alongside prominent fintech angel investors. PlannerPal is an AI-assistant for financial planners. Read Why we Invested: medium.com/ada-ventures/w… We’re proud to support Mark Whitcroft and