What it sells
AI workflow platform for financial advice and wealth management firms that captures client meetings, produces documentation and updates back-office systems.
Business model breakdown
Buyer: who owns the budget?
Financial advice and wealth management firms
Workflow: what inputs become what output?
Client meeting capture, documentation, system updates
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2026-10-08 | Series A | £4.3M | Mercia Ventures (lead), Ada Ventures, strategic fintech investors and angels | businesscloud.co.uk |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.