PlannerPal

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: medium.com/ada-ventures/w… 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.

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" plannerpal.co.uk/blog/lifting-t…

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