We're building the world's first AI-enabled financial advice firm
Combining 35 years of financial expertise with cutting-edge AI to transform how South Africans get financial advice.
Our Approach
We're building the operating system for AI-enabled financial advice.
Starting with the human experience
The journey begins with our team of expert advisors, who understand your unique financial needs. Backed by cutting-edge technology, they craft every recommendation with care and context.
Pioneering intelligent financial automation
Our advisors work hand-in-hand with state-of-the-art AI agents to pioneer intelligent automation. We're creating seamless, data-driven solutions across the entire financial advice stack that reduce complexity, improve affordability and improve outcomes.
Revolutionary financial intelligence
Our vision is to create AI that can provide expert-level financial advice autonomously. Today, our advisors are at the core of delivering personalised guidance, but we are building a future where AI can offer this same level of tailored support seamlessly.
Our Manifesto
The future of financial advice isn't human or AI—it's both, working in harmony.
We're hiring
We're building an all-star team to bring our AI-enabled vision to life. Join us to transform financial advice.
Why this matters
We're not adding "AI features" to an old firm. We're rebuilding financial advice from the ground up with AI as the foundation.
The opportunity
- R4B+ in AUM, 120+ clients, 35-year track record
- Carte blanche to build the future of financial advice
- South Africa as our testing ground, the world as our market
- Real revenue, real clients, real impact
What we're building
- AI agents that handle onboarding, compliance, portfolio analysis
- Human advisors freed to focus on strategy and relationships
- Technology that makes expert financial advice accessible to everyone
- The playbook for AI-enabled professional services
Who we need
- Full-stack engineers who love Next.js and LLMs
- AI/ML engineers excited by production systems
- Product designers who think in systems
- Founders who want to build something that matters
If you're reading this and nodding, email us.
Our Vision
A taste of what guides our manifesto and product roadmap:
- AI will replace 90% of what traditional financial advisors do
- We're selling the service, not the software
- This is the practical path to autonomous financial advice