Articles from Hamachi.ai

Hamachi.ai (“Hamachi”), a regulatory-first, AI-powered Wealth Intelligence Platform built for investment advisors and asset managers, today announced it has been awarded U.S. Patent No. 12,641,064, covering agentic artificial intelligence systems and methods for secure, compliant, multi-agent LLM-assisted networked communications. The newly issued patent reinforces Hamachi’s position as a privacy-first AI platform for regulated financial communications.

Hamachi.ai (“Hamachi”), a regulatory-first, AI-powered Wealth Intelligence Platform built for investment advisors and asset managers, today announced a strategic partnership with custom model portfolio provider Modelist to deliver AI-powered portfolio intelligence to registered investment advisors (RIAs).

Hamachi.ai (“Hamachi”), a regulatory-first, AI-powered Wealth Intelligence Platform built for investment advisors and asset managers, today announced an integration with fpPathfinder, a leading provider of financial planning expertise through guides, checklists and flowcharts. The integration delivers context-aware, compliant financial planning guidance directly within advisor workflows through the Hamachi Command Center.

Hamachi.ai (“Hamachi”), a regulatory-first, AI-powered Wealth Intelligence Platform built for investment advisors and asset managers, today announced a new integration with Fynancial, a digital client experience platform for wealth management firms. The integration embeds Hamachi’s compliant AI orchestration layer directly within Fynancial’s household environment, enabling advisors to translate household insights into compliant communications, next-best actions and workflow optimization inside the client experience.

Hamachi.ai (“Hamachi”), a regulatory-first, AI-powered Wealth Intelligence Platform built for investment advisors and asset managers, today announced a new integration with Orion’s Redtail Technology (“Redtail”). The integration helps financial advisors safely turn CRM data into actionable insights and compliant client communications within their existing workflows.

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 (“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.