United Planners Selects Hamachi.ai as First Enterprise AI Partner
Hamachi.ai (“Hamachi”), a regulatory-first, AI-powered Wealth Intelligence Platform built for investment advisors and asset managers, today announced that United Planners, a nationally recognized hybrid broker-dealer and registered investment advisor (RIA) known for its innovation in advisor technology, has selected the firm as its first enterprise generative AI partner. United Planners is the first broker-dealer to formally adopt Hamachi at the enterprise level, delivering compliant, advisor-ready AI at scale across the firm.
Hamachi.ai Launches to Transform Wealth Management Communications with AI-Powered, Compliance-Checked Workflows
Hamachi.ai (“Hamachi”) today announced its official launch, unveiling a breakthrough AI-powered communication platform that streamlines and accelerates dialogue across the wealth management ecosystem. Founded by fintech innovators Eric Clarke (Orion), Brian McLaughlin (Redtail), Mike Wilson (AdvisoryWorld), and Mustapha Baassiri (Advizr), Hamachi empowers asset managers and advisors to deliver personalized, compliant and timely client communications at scale.
