PlannerPal

The Financial Planner's AI Assistant - Save time. Serve more clients.

[Ada Ventures @adaventures]

We’re delighted to be backing @PlannerPalAI . We led a £500k investment round alongside prominent fintech angel investors. PlannerPal is an AI-assistant for financial planners.

Read Why we Invested: https://t.co/oim6o2Hi9y

We’re proud to support @MarkWhitcroft and @shoomon_perry as they launched their beta product at Empowering Advice Through Technology conference and won one of the 'Best in Show' awards at #EATT2024. At Ada Ventures, we invest in the founder as much as their idea. And this is one of the perfect examples of great founder-market fit.

[PlannerPal @PlannerPalAI]

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"

https://t.co/cDGLToagjT

[PlannerPal @PlannerPalAI]

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