Our AI-First Manifesto
The future of financial advice isn't all human or all AI. It's a blend of both, working in harmony.
The Problem
Traditional financial advice is broken. Families pay 1-2% fees for generic and inaccessible advice.
Meanwhile, 99% of South Africans can't afford quality financial planning.
The industry is stuck in the past, relying on outdated tools, manual processes, and linear thinking.
Our Bet
We believe AI agents will replace over 90% of what traditional financial advisors do today.
- • Onboarding that takes months? Agents complete it in days.
- • Portfolio reviews that take 15 hours? Agents do it in minutes.
- • Compliance documentation that takes weeks? Agents handle it in seconds.
Our aim isn't to bolt-on 'AI features.' It's to build on these systems from the ground up.
Our Approach
We sell the service, not the software.
We're building AI agents to power our own firm rather than creating SaaS for other advisors.
Our agents handle execution (data processing, portfolio analysis, compliance documentation) with tight human feedback loops.
This frees our human advisors to focus on what they're best at: providing strategic oversight and meeting with clients.
This is the practical path to autonomous financial advice.