The AI Operating System for Wealth Management

Build your firm’s AI-powered wealth platform.

Start with meeting intelligence, live meeting assistance, connected firm data, financial and tax planning, and proposal generation, then build the workflows and applications your firm needs on one governed platform.

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Purpose-built for wealthFirm-specific by designGovernance inside the workflow

Hamachi Platform

Firm guardrails active

Annual reviewWorkflow

· Barrett Family

Governed by design

Featured in

Barron’sFinancial PlanningRIABizWealth Solutions ReportThinkAdvisorCitywirePulse 2.0

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Business impact

Turn efficiency into operating leverage.

Hamachi compresses preparation, analysis, documentation, handoffs, and follow-through. The capacity created can support more prospect and client meetings, faster opportunity execution, growth without proportional hiring, and stronger EBITDA leverage.

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01Compress the workLess administration, rework, and delay

02Create capacityMore time for clients, prospects, and decisions

03AGrow the top lineMore meetings, opportunities, households, and assets

03BImprove the bottom lineLower cost to serve and less incremental expense

The connected advisor workday

Know the client. Do the work. Move the firm forward.

Hamachi connects advisor-ready experiences with the platform capabilities firms need to build, govern, and extend their own AI-powered software layer.

01 · Client intelligence

Know every client

Bring household history, CRM data, documents, plans, meetings, and open work into persistent, permissioned context.

Clients & CRM → 02 · Meetings

Be ready for every meeting

Prepare, capture, receive live assistance, search prior conversations, and coordinate reviewed follow-through.

Meetings → 03 · Planning

Plan in the flow of work

Model cash flow, retirement, Monte Carlo, federal and state taxes, Social Security, Medicare, RMDs, and Roth decisions.

Planning & tax → 04 · Deliverables

Create client-ready work

Turn firm-approved content and household data into proposals, presentations, documents, and interactive experiences.

Client deliverables → 05 · Communications

Act across connected systems

Search relevant messages, understand threads, draft in context, and move reviewed decisions into the next workflow.

Communications → 06 · Build

Create your firm’s AI layer

Combine agents, Expert Bots, apps, firm knowledge, workflow logic, APIs, and deterministic software.

Agents & apps → 07 · Govern

Protect client information

Identify and anonymize PII before model interaction, enforce permissions, require review, and preserve audit evidence.

Governance → 08 · Improve

See how AI is being used

Understand adoption, engagement, workflow activity, compliance events, model usage, and token efficiency.

Insights →

Explore every capability

Financial planning, tax planning, and client-deliverable workflows require implementation. Feature availability may vary based on your firm’s configuration, integrations, and Hamachi subscription.

Workflow modernization

From spreadsheet to enterprise application.

Much of a wealth firm’s most important work still runs through Excel, aging software, and one-off internal tools. Hamachi helps preserve the business logic that works, replace fragile manual steps, and turn those workflows into connected, governed applications.

Vibe coding can prove the idea. Hamachi helps turn the prototype into production-grade software with governed data, deterministic logic, permissions, review, integrations, and auditability.

Starting pointSpreadsheet

Hamachi production layer Make the workflow durable

Preserve rules and calculations
Structure data and workflow state
Connect approved firm systems
Add roles and permissions
Apply review and approval
Test, publish, and retain history

Enterprise applicationPurpose-built for the firm

Client transition reviewIn review

HouseholdBarrett Family

Workflow ownerPlanning team

Source data connectedReady
Calculations validatedReady
Approval assignedRequired

Run the process as shared software.

Give each role a clear experience with connected data, repeatable logic, controlled action, and visible workflow state.

Preserve the firm’s knowledge. Replace the fragility.

Modernize a workflow

One AI workspace

Keep the conversation and the work product side by side.

Ask, analyze, calculate, create, and act without losing the household, meeting, or firm context behind the work.

Illustrative interface. Financial planning, tax planning, and client-deliverable workflows require implementation. Feature availability may vary based on your firm’s configuration, integrations, and Hamachi subscription.

See Hamachi at work

One platform. Purpose-built experiences for the advisor workday.

Explore illustrative Hamachi screens across meetings, planning, tax, proposals, and connected firm data. Each experience uses the same household context, governance, and workflow foundation.

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HamachiIllustrative interface

Illustrative product interfaces. Financial planning, tax planning, and client-deliverable workflows require implementation. Feature availability may vary based on your firm’s configuration, integrations, and Hamachi subscription.

Three pillars of the platform

AI designed for the complexity of wealth management.

The value is not a model alone. It is the combination of enterprise guardrails, persistent household intelligence, and specialized wealth-management capabilities working across the advisor lifecycle.

01Guardrails

Enterprise AI for financial services.

Apply firm-specific policies, permissions, PII safeguards, supervision, and auditability consistently across chat, email, applications, agents, and APIs.

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02Household context

AI that understands the client, not just the prompt.

Bring CRM data, plans, goals, holdings, risk, documents, meetings, conversations, tasks, and firm knowledge into a persistent intelligence layer.

Explore the connected experience →

03Wealth-management focus

Built around the work advisors actually do.

Coordinate specialized agents, analytical skills, deterministic tools, and firm workflows across meetings, planning, investments, communications, and service.

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Persistent household intelligenceUnderstand who the client is, what they are trying to accomplish, what has changed, and what the advisor should consider next.

One integrated foundation

Intelligence, governance, and workflow, designed to work together.

Hamachi connects firm context and specialized intelligence with the controls and repeatable systems required to turn insight into useful work.

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Platform architecture

One connected workday

The platform becomes real in the workflow.

Follow one client interaction from preparation to meeting, communication, and coordinated action.

Two ways to begin

Choose the starting point, not a firm label.

An RIA, broker-dealer, or wealth platform can start with advisor-ready workflows or pursue a customized firm-wide platform. The paths can also build on one another over time.

Intelligence with discipline

Not every step needs a model.

Hamachi combines probabilistic intelligence with deterministic calculations, rules, state, and workflows. Use AI where context and reasoning add value. Use repeatable systems where consistency, efficiency, and control matter.

Probabilistic intelligence

Interpret context, summarize information, support analysis, and prepare useful starting points.

Deterministic execution

Use calculations, business rules, permissions, required fields, and repeatable workflow state where certainty is important.

Efficient orchestration

Route each step to the appropriate model, skill, tool, or system rather than spending AI resources on every action.

Governance is part of the product

Build the controls into the work.

Hamachi is designed to carry roles, permissions, firm guidance, PII safeguards, review expectations, and auditability into AI-powered workflows. These controls support the firm’s supervisory processes; they do not replace the firm’s responsibility or professional judgment.

Permissions

Control access to data, tools, applications, and actions by role and need.

PII safeguards

Identify and anonymize sensitive client information before model interaction in supported workflows.

Policy guidance

Bring configurable firm guidance into relevant communications and workflows.

Auditability

Preserve reviewable workflow events, decisions, and artifacts where appropriate.

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Understand the difference

A platform, not another isolated AI tool.

Different approaches can be useful for different jobs. Wealth firms evaluating an enterprise foundation should look beyond generation alone.

Buyer requirement	General-purpose AI	Disconnected point tools	Hamachi
Primary design center	Broad individual productivity	One narrow workflow	Integrated wealth-management applications and workflows
Firm context	Depends on supplied prompts and connections	Usually limited to the point solution	Context assembled around the firm, role, relationship, and task
Governance model	General platform controls	Repeated across separate products	Shared permissions, guidance, review, and audit concepts across workflows
Workflow execution	Primarily generation and assistance	Defined by each tool	Probabilistic intelligence coordinated with deterministic systems and actions
Firm extensibility	Provider-defined environment	Limited to vendor scope	Firm-specific workflows, views, applications, and experiences

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Protected innovation

A patent portfolio built around agentic AI for wealth management.

Hamachi’s issued U.S. patent covers systems for compliant multi-agent intelligence, privacy-aware information handling, and personalized network communications, with additional patent applications pending.

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United States PatentHamachi AI

Patent No.US 12,641,064 B1

Agentic Artificial Intelligence Systems and Methods

for Compliance, Multi-Agent Intelligence, and Personalized Network Communications

Leadership

Built by leaders who helped shape wealth-management technology.

Hamachi brings together operators who have built and led financial planning, CRM, portfolio analytics, compliance, and enterprise advisor-technology platforms.

Deep category experienceFinancial planning·Advisor CRM·Portfolio technology·Enterprise platforms

Mike WilsonCo-founder & CEO

Former CEO of AdvisoryWorld and former EVP at Orion Advisor Tech and LPL Financial.

Advisor technology · Financial planning · Enterprise strategy

Mustapha BaassiriCo-founder & CTO

Former CTO of Advizr and Orion, with deep experience building and scaling wealth-management platforms.

Platform architecture · Financial planning · Applied AI

Eric ClarkeCo-founder & Chairman

Founder and former CEO of Orion, one of wealth management’s leading technology platforms.

Enterprise leadership · Portfolio technology · Industry scale

Brian McLaughlinAdvisor

Founder and former CEO of Redtail and former President of Orion’s CRM business.

Advisor CRM · Product strategy · Industry operations

Pricing approach

Sized to the workflow and the platform you want to build.

Commercial terms are configured around scope, users, integrations, governance requirements, deployment, and support. Final packaging is in development.

Focused launch

Start with one workflow

Begin with a defined workflow, audience, success criteria, and implementation plan.

Discuss a starting point

Firm platform

Build across the firm

Expand across connected applications, CRM experiences, workflows, and shared governance.

Plan your platform

Enterprise program

Contact us

Shape deployment, integration, controls, change management, and support around enterprise needs.

Talk with Hamachi

Pricing shown is a placeholder for this private concept. No commercial offer is made on this page.

Build what comes next

See how Hamachi could become your firm’s AI-powered software layer.

Start with one valuable workflow or explore the architecture for a broader enterprise platform.

Schedule a demo Explore the architecture