Advisoryai Group
AI workflow software for UK financial advice firms, automating meeting notes, reports and compliance checks
Highlights
- Young companyFounded 2023
- New on EvolcAdded 2026-11-07
About Advisoryai Group
AdvisoryAI develops Atlas, an AI co-worker for financial advice firms. Its tools record and summarise client meetings, generate suitability reports from firm templates, answer questions across client records and check reports against compliance frameworks.
Customers include financial advisers, paraplanners, compliance teams and operations staff at UK advice firms. The company sells per-user monthly subscriptions, with enterprise plans for larger teams.
ADVISORYAI GROUP LTD was founded in 2023 and is registered in London, United Kingdom. The company reports serving advisers and paraplanners across UK firms.
Product: AI software for financial advice firms, including meeting notes, suitability report generation, client-book research and compliance checks.
Jobs at Advisoryai Group
Leadership
- Alan Gurung · Founder and CEOSource: company website
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Website technologies
Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.
Analytics
- Google Tag ManagerMedium confidence
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- HotjarMedium confidence
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- Integration code on pageinitialization/configuration expression
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- Microsoft ClarityMedium confidence
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- Integration code on pageinline script loader
Content management
- FramerHigh confidence
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Marketing & advertising
- Meta PixelMedium confidence
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- Integration code on pageinitialization/configuration expression
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- Microsoft AdvertisingMedium confidence
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- Integration code on pageinitialization/configuration expression
- Integration code on pageinitialization/configuration expression
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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.