Unity Wealth
Agentic AI platform for UK wealth managers and private banks, automating client reviews, onboarding and compliance checks
Highlights
- Young companyFounded 2023
- New on EvolcAdded 2026-11-03
About Unity Wealth
Unity Wealth Limited, which operates under the Palindrome name, builds an agentic AI operating system for wealth management. The platform connects to CRM fields, Microsoft Graph, SharePoint, Outlook and document stores, and runs agents that generate documents such as suitability letters and review packs, run file checks against 200+ FCA-based checks, and push approved field-level updates to systems of record.
The customers are UK wealth managers and private banks. The company states it works with firms representing over £70 billion in assets and sells its platform to them as configured enterprise infrastructure, with deployment inside the client's Azure tenant.
The company was founded in 2023 and is registered in London, where it is headquartered. It also has a Pune office in India. The company's founders are Ed Beckett and Vinit Gela. It is hiring forward deployed engineers in London and Pune and a founding commercial director in London.
Product: Palindrome: an agentic AI platform for wealth firms covering document generation, file reviews and compliance checks, CRM write-back, search and case workflows.
Jobs at Unity Wealth
Leadership
- Ed Beckett · FounderSource: company website
- Vinit Gela · FounderSource: company website
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