Directory of AI vendors for adviser data, research and client engagement

Catchlight sells prospect prioritisation to wealth management firms, answering two questions an adviser faces every morning: which prospect to call next, and what that person is likely to care about. A firm loads its leads and the platform enriches each one into a full profile, drawing on public records and on first party marketing data from its corporate parent, gathering up to two thousand attributes per person, then scores the lead against a proprietary conversion model the company states was built on more than 170,000 recorded client conversions and over 100,000 adviser and client interactions. The resulting score ranks the pipeline by likelihood of becoming a client. Alongside it the platform produces a projected client revenue range for an individual lead using a methodology derived from the parent group's business data, which is a wealth and value estimate produced without the adviser asking the person anything. Around the scoring sit segment building for groups such as pre retirees, recipients of company stock and business owners, campaign personalisation to those segments at scale, lead routing to the right adviser or business development representative, and funnel analysis showing which acquisition sources actually produce clients. Batches of up to 2,500 leads process at once, and the product reaches firms directly, through an application on a major customer relationship platform, through an interface, and through a large custodian's provider marketplace. Founded in Boston as Catchlight Insights, incubated in and wholly owned within Fidelity Labs, it opened broadly in 2023 and trade reporting put adoption at roughly 300 firms by late 2024. Sold in the United States only.

FE fundinfo is a London headquartered investment data and technology group serving asset managers, financial advisers, institutional wealth managers, private banks and platforms across the United Kingdom, Europe and Asia Pacific. Its estate spans fund data mastering and dissemination, regulatory document and template production covering the packaged retail investment, undertakings for collective investment, sustainability disclosure and United Kingdom consumer composite investment regimes, fund research through FE Analytics, cashflow and financial planning through FE CashCalc, pension switching and platform due diligence, managed portfolio data, and the Trustnet investor site, alongside group brands including Dericon in Germany and Chant West and Zenith in Australia. Its artificial intelligence line is Nexus AI, launched in October 2025 and built on technology from the acquisition of Lunar AI, described by the company as an enablement layer inside the existing Nexus platform rather than a separate product. For advisers it provides a meeting agent that joins and transcribes client meetings, smart data capture that extracts client details and prompts the adviser to review changes before writing them into a CashCalc fact find, template driven reporting that turns transcripts into client recaps and next step documents, a conversational interface, and search across the group's datasets. For asset managers it provides Document Inspector, which checks documentation automatically against more than six hundred United Kingdom consumer composite investment rules ahead of the regulator's 2027 deadline, plus risk notifications and an onboarding assistant. The company states that no client data is used to train third party or public models and that processing takes place within its own infrastructure. The group includes an authorised investment firm subsidiary that publishes prudential and order execution disclosures.

Flanks supplies the data infrastructure beneath wealth management, connecting to more than 600 banks, brokers, custodians, pension providers and alternative asset platforms across 33 countries to aggregate, validate, reconcile and enrich client holdings into analytics ready form. Its argument is that visualisation without clean aggregation is surface level, and that the real difficulty is not liquid accounts sitting in different portals but private equity, real estate and art, where the information exists only in non standardised documents and statements. On top of the data layer sit portfolio dashboards, wealth reports, simulations, investor portals and AI tools for portfolio analysis and advisory workflows. The company is authorised by the Spanish central bank as an account information service provider under European Central Bank oversight.

motif supplies advisory intelligence that financial institutions embed inside their own products rather than a platform their customers visit. Its Clarity system builds a temporal knowledge graph tracking how markets, assets and financial relationships connect and how those connections change over time, and exposes it through modular agents delivered as an interface and toolkit: a market insights agent explaining what movements mean for each individual client, a profiling agent replacing static suitability questionnaires with adaptive conversations that maintain a living investor profile, and an investment agent producing personalised recommendations with reasoning a client can interrogate by asking why and what if. Institutions select the agents they want, configure tone and language to their brand and deploy in days.

Streetbeat supplies AI agents to wealth managers, brokerages and financial institutions through its enterprise platform, automating investment workflows, portfolio analysis, risk management and client engagement. Firms take off the shelf agents or commission customised ones built to their own requirements, and the conversational interface either embeds into an institution's existing dashboards or runs as a standalone desktop and mobile terminal. The underlying models are patented, have been in production for three years, and draw on more than 170 real time data sets combining macroeconomic analysis with trading signals and adaptive portfolio management. The company also operates a retail facing advisor product alongside the enterprise business.

Vinlivt gives German insurance brokers and financial advisers a client app and adviser system in one, combining contract management, multi bank account aggregation, a digital household ledger, digital onboarding and a privacy compliant messenger with push and video. Its distinguishing capability is contract recognition: by reading a client's connected bank accounts, the platform identifies insurance policies, loans and investment products the client already holds, including those placed elsewhere, and surfaces optimisation opportunities the adviser can then act on. Back office work is automated so advisers spend more time with clients, which the company frames against a shortage of new entrants to the German advice profession. More than 500 intermediaries and 50,000 end customers use it, with wealth management added through a partner interface.

WNSTN supplies brokerages and securities firms with an AI personalisation and engagement layer that sits inside their own trading platform, deploying multiple agents to answer client questions in real time and deliver research, analytics and charting support without the institution building it itself. A companion analytics product turns those interactions into intelligence for the firm, giving visibility into what clients are asking about and where their interests lie so the institution can target content and retain accounts. The company positions compliance as built in rather than added, describing regulatory aligned interactions across multiple channels and bank grade security, and states that agents deploy across functions without sacrificing human oversight. Named deployments span brokerages in the United States and South Korea.

YCharts sells an investment research and client engagement platform to registered investment advisers, broker dealers, banks, trust companies, turnkey asset management programmes and asset managers, covering security and fund screening, charting and visualisation, portfolio construction and analytics, proposal generation, client reporting and marketing content, with a separate tier for self directed investors. In June 2026 the company launched Y, an agentic assistant included in every subscription and stated to be built on Anthropic's Claude, which accepts plain language instruction and executes work directly on the platform: building portfolios, running screens, producing reports and generating client ready content. Y can be given a whole project rather than a single question, runs on a schedule or continuously in the background monitoring market conditions and refreshing commentary, and the company states every output carries compliance guardrails and customisable disclosure language. A published interoperability protocol server lets a firm reach YCharts data from the general purpose assistants it already uses. In July 2026 the company acquired Zephyr from Informa, adding a separately managed account database of roughly twenty one thousand products, the PSN separate account research franchise and the long established StyleADVISOR manager research tools. Founded in 2009 and headquartered in Chicago, serving financial professionals across North America.