Hamachi.ai has officially launched its AI-powered communication platform, designed to streamline and accelerate dialogue within the wealth management ecosystem. Founded by fintech leaders Eric Clarke from Orion, Brian McLaughlin from Redtail, Mike Wilson from AdvisoryWorld, and Mustapha Baassiri from Advizr, the platform enables asset managers and advisors to provide personalized, compliant, and timely client communications at scale.
Wealth management firms grapple with delivering personalized advice efficiently amid growing investor bases and shrinking advisor workforces. Advisors dedicate up to 12 hours weekly to research distribution, email drafting, and compliance, delaying insights. Hamachi.ai tackles these issues with AI agents that draft strategy-specific client messages instantly, ensuring smarter, safer, and client-focused interactions.
The platform integrates effortlessly with existing tools like Outlook, Gmail, chat applications, and APIs, minimizing disruption. It incorporates real-time SEC and FINRA compliance checks, automatically identifying potential risks to maintain regulatory standards while enhancing communication efficiency.
“We see Hamachi as a bridge that empowers advisors and asset managers to deliver advice that is timely, compliant and highly relevant to each client. It’s about moving from one-size-fits-all communication to personalized engagement that strengthens long-term relationships,” said Wilson, CEO of Hamachi.
“Hamachi is purpose-built for advisors working with asset managers,” said Clarke, co-founder of Hamachi. “We’re creating the next frontier for advisor and asset manager communication, where technology doesn’t just speed things up—it makes every message smarter, safer, and more client-focused.”
Hamachi.ai's founders draw from their experience revolutionizing wealth management through cloud adoption in the early 2000s, positioning AI-driven communication as the next key evolution for operational efficiency. Currently self-funded and in closed beta, the platform lays groundwork for expanded AI applications. For early access, visit hamachi.ai.
Hamachi.ai is an AI-powered communication platform designed to simplify interactions between asset managers, advisors, and investors. By combining expert-trained AI agents with built-in compliance checks, Hamachi enables firms to deliver personalized, timely, and compliant communications at scale. The company was founded in 2025 by fintech veterans from Orion, Redtail, AdvisoryWorld and Advizr. Visit hamachi.ai to learn more.
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