# advisoryai

**Source:** https://www.startuphub.ai/startups/advisoryai
**Profile type:** Startup

> AI-powered tools to automate administrative tasks for financial advisors, paraplanners, and compliance teams.

## About

AdvisoryAI offers an AI platform for UK financial advisory firms that automates meeting notes, suitability reports, compliance checks, and client research. Their solution helps firms save significant administrative time, enabling them to deliver more, higher-quality advice. The platform connects with popular back-office systems and is designed by financial advisers for financial advisers.

## Key facts

- **Slug:** advisoryai
- **Website:** https://advisoryai.com/
- **Location:** New York, United States
- **Founded:** 2021-01-01
- **Employees:** 20
- **Operating status:** Active
- **Sectors / tags:** Fintech, Vertical SaaS, LegalTech, AI Tool, Workflow Automation, Business Intelligence, Compliance
- **Social:**
  - LinkedIn: https://www.linkedin.com/company/advisoryai
  - Twitter: https://x.com/i
  - Facebook: https://www.facebook.com/tr

## Frequently asked

### What does advisoryai do?

AdvisoryAI offers an AI platform for UK financial advisory firms that automates meeting notes, suitability reports, compliance checks, and client research. Their solution helps firms save significant administrative time, enabling them to deliver more, higher-quality advice. The platform connects with popular back-office systems and is designed by financial advisers for financial advisers.

### What is advisoryai's revenue?

StartupHub estimates advisoryai's annual revenue at $4.3M (range $2.4M to $9.7M, 66% confidence), based on comparable companies in the sector.

### Where is advisoryai headquartered?

advisoryai is headquartered in New York, United States.

### When was advisoryai founded?

advisoryai was founded in 2021.

### What industry does advisoryai operate in?

advisoryai operates in Fintech, Vertical SaaS, LegalTech, AI Tool, Workflow Automation, Business Intelligence.

### How many employees does advisoryai have?

advisoryai has approximately 20 people on record.

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