Hamachi.ai
Hamachi.ai is an AI-native wealth intelligence platform that uses multi-agent orchestration to deliver household insights, opportunity signals, and compliance-aware workflows to financial advisors, RIAs, broker-dealers, and asset managers via CRM-integrated SaaS.
- Company typePrivate
- Founded2025
- HeadquartersEncinitas, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Hamachi.ai does
Hamachi.ai is an AI-powered wealth intelligence platform serving financial advisors, RIAs, broker-dealers, and asset managers. The product combines three core modules — Household Intelligence, Opportunity Signals, and Enterprise Guardrails — into a multi-agent, agentic AI architecture that ingests CRM, custodial, and planning data to surface household-level insights, next-best actions, and compliance-aware communications for advisors. The company is the holder of U.S. Patent No. 12,641,064 (issued May 26, 2026), which protects the underlying orchestration approach, and is led by founders Michael Wilson, Eric Clarke, Brian McLaughlin, and Mustapha Baassiri, the technologists behind prior category-defining advisor platforms including Orion, Redtail, AdvisoryWorld, and Advizr.
The business model is multi-tier SaaS, with seats priced at $79/user/month under an early-access plan and $25/user/month for the Redtail CRM-integrated SKU, alongside Free, Starter, Professional, Enterprise, and Sponsor tiers and a 14-day free trial. Go-to-market blends product-led growth (free tier, trial, Redtail channel) with enterprise field sales, the latter anchored by named deployments at United Planners, McLean Investment Advisors, and SignatureFD. Distribution is built on a stack of integrations with Redtail, Salesforce, Fynancial, fpPathfinder, and Morningstar, positioning Hamachi as a connective layer across the advisor technology stack. The product is headquartered in Encinitas, California, was founded in 2025, and is a private company with no disclosed funding rounds.
Hamachi.ai firmographics
Firmographics- Name
- Hamachi.ai
- Legal name
- Hamachi AI, Inc.
- Website
- https://hamachi.ai
- Company type
- Private
- Founded year
- 2025
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Hamachi.ai is an AI-native wealth intelligence platform that uses multi-agent orchestration to deliver household insights, opportunity signals, and compliance-aware workflows to financial advisors, RIAs, broker-dealers, and asset managers via CRM-integrated SaaS.
- Ownership category
- akta.pro rank
Hamachi.ai industry classification
Industry- Product category
- Wealth Management AI Software
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industries
- AI Governance, Risk & Compliance (GRC) Platforms (HDAAAMAA), Enterprise AI Governance, Risk & Compliance Platforms (Model Risk, Audit, Policies) (HDAEANAE), Responsible AI, Security & Privacy Platforms (Safety, Guardrails, PII) (HDAEANAG)
Keywords
Where Hamachi.ai is headquartered
LocationHeadquarters
- HQ city
- Encinitas
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Hamachi.ai business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription Licensing (Per-Seat): SaaS subscription model with per-user monthly pricing. Multiple tiers including Starter, Professional, and Enterprise plans. Automatic renewal with monthly or annual billing cycles.
- Enterprise Deployment Fees: Custom enterprise agreements for RIAs, broker-dealers, TAMPs, and asset managers requiring broader customization, compliance oversight, and firm-wide rollout.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Monthly | Starter Plan for individual advisors |
| Per seat | Monthly | Plans for advisors starting price |
| Per seat | Monthly | Redtail Integration Pricing |
| Per seat | Monthly | Professional Plan for advanced advisors |
| Per seat | Monthly | Enterprise Plan for firms |
| Freemium | Monthly | Free Plan |
| Freemium | Monthly | 14-day Free Trial |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels5 records
Hamachi.ai product offering
Product offeringCore offering
Hamachi.ai provides an AI-powered wealth intelligence and communication platform that consolidates CRM data, portfolio exposures, and asset manager intelligence into structured, compliant advisor workflows. The platform combines multi-agent orchestration, privacy-first PII redaction, and SEC/FINRA-aware compliance guardrails to enable financial advisors, broker-dealers, and asset managers to deploy governed generative AI across regulated wealth management environments.
Product overview
Hamachi.ai is an AI-powered wealth intelligence platform offered as a unified platform-plus-modules architecture. The core Hamachi AI Platform (protected by U.S. Patent No. 12,641,064) serves as the central orchestration layer, with specialized modules including Household Intelligence for consolidating CRM and portfolio data, Opportunity Signals for surfacing actionable portfolio triggers, Enterprise Guardrails for compliance oversight, and the Daily Dossier for ranked advisor priorities. For asset managers, the platform adds the Virtual Wholesaler and Strategy Overlay Agent modules that embed approved product intelligence directly into advisor workflows. The platform integrates with leading CRM systems (Redtail, Salesforce, Fynancial), Morningstar for research data, fpPathfinder for planning intelligence, and Microsoft Outlook for email workflows.
Differentiator
Problem solved
Functional benefit
Products and services
- Hamachi AI Platform A governed, multi-agent AI platform built for wealth management firms that transforms CRM data, portfolio insights, asset manager intelligence, and firm policies into structured, compliant AI-powered workflows for RIAs, broker-dealers, and asset managers.
- Virtual Wholesaler An AI agent for asset managers that scales distribution by answering advisor questions in seconds using approved content and disclosures, embedded directly inside advisor workflows.
- Strategy Overlay Agent An AI agent that overlays an asset manager's strategies across an advisor's book of business to identify where products are a best fit, returning ranked opportunities, compliant rationale, and wholesaler-ready talking points.
- Advisor Brief Pre-call intelligence product for asset managers that summarizes client exposures, strategy fit rationale, and compliant positioning for every wholesaler interaction.
Quantifiable outcome
- 5+ hours reclaimed per advisor per week
- +2 more outcomes
Companies that use Hamachi.ai
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles3 records
Hamachi.ai technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
AI capability7 records
Feature6 records
Hamachi.ai partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and flagship.
- fpPathfindercoreIntegration delivers context-aware, compliance-aligned financial planning guidance within advisor workflows through the Hamachi Command Center. The integration embeds fpPathfinder's planning guides, checklists, and supporting materials directly into the platform, surfacing actionable insights based on client context and advisor activity. Reduces time spent researching planning resources while improving consistency and quality of client interactions.
- FynancialcoreIntegration enhances AI-driven household intelligence and delivers compliant advisor workflows. Combines Fynancial's household data capabilities with Hamachi's AI-powered platform to improve advisor efficiency and client engagement within compliance frameworks.
- Orion's Redtail TechnologycoreIntegration allows financial advisors to safely transform CRM data into AI-assisted email drafting, household briefs, daily summaries, and workflow intelligence within existing Redtail workflows. Hamachi applies firm-specific policies and SEC/FINRA compliance controls to ensure outputs meet regulatory requirements. Redtail remains system of record. Platform generally available at $25/user/month.
- United PlannersflagshipUnited Planners, a hybrid broker-dealer and registered investment advisor, selected Hamachi as its first enterprise generative AI partner - the first broker-dealer to formally adopt Hamachi at the enterprise level. Phased rollout delivers compliant email drafting, AI-assisted client communication, and advisor chatbot across United Planners' national network of advisors. Addresses regulatory concerns and improves personalized client engagement. Hamachi serves as the firm's approved AI environment.
Scale indicators3 records
Recent moves6 records
Expansion highlights6 records
Hamachi.ai competitors and assessment
Company assessmentMarket position
Strengths4 records
Competitive moat6 records
Key risks5 records
Key highlights6 records
Customer concentration
Hamachi.ai social profiles
Digital presenceHamachi.ai compliance and trust
Trust signalCompliance2 records
Hamachi.ai financial estimates
Financial estimateRevenue estimate
Valuation estimate
Hamachi.ai leadership team
Management profileNumber of profiles
Profiles4 records
Hamachi.ai funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Hamachi.ai M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Hamachi.ai
What does Hamachi.ai do?
Hamachi.ai provides an AI-powered wealth intelligence and communication platform that consolidates CRM data, portfolio exposures, and asset manager intelligence into structured, compliant advisor workflows. The platform combines multi-agent orchestration, privacy-first PII redaction, and SEC/FINRA-aware compliance guardrails to enable financial advisors, broker-dealers, and asset managers to deploy governed generative AI across regulated wealth management environments.
Is Hamachi.ai a public or private company?
Hamachi.ai is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Hamachi.ai founded?
Hamachi.ai was founded in 2025. It employs 1 to 10 people.
Where is Hamachi.ai based?
Hamachi.ai is headquartered in Encinitas, United States, in the North America region.
How does Hamachi.ai make money?
Two revenue lines are on record. Subscription Licensing (Per-Seat) is the primary driver. The others are enterprise Deployment Fees.
Does Hamachi.ai have an API?
No public API is recorded for Hamachi.ai.
What industry is Hamachi.ai in?
Hamachi.ai's product category is Wealth Management AI Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of HDAAAMAA, AI Governance, Risk & Compliance (GRC) Platforms. Its NAICS code is 52394 and its SIC code is 6282.