Hamachi.ai Launches to Streamline Wealth Management Communications with AI and Built-In Compliance
Park City, Utah - A new entrant, Hamachi.ai, is taking aim at one of the biggest drags on advisor productivity: creating and approving client communications. The platform uses expert-trained AI agents and in-line compliance checks to help advisors and asset managers deliver personalized messages faster and with less friction.
Founded by industry veterans Eric Clarke (Orion), Brian McLaughlin (Redtail), Mike Wilson (AdvisoryWorld), and Mustapha Baassiri (Advizr), Hamachi is currently in closed beta with select asset managers and RIAs and is self-funded by the founding team.
Why this matters for management
Advisors can spend up to 12 hours a week on research distribution, email drafting, and compliance review. That slows delivery of market insights while the investor base grows and the advisor workforce tightens.
Leaders need ways to increase throughput without increasing risk. Hamachi positions itself as the workflow layer that connects messaging, compliance, and delivery-at scale.
What Hamachi.ai does
- Instant, personalized drafting: Generates client-ready messages that reflect strategy, segment, and account context.
- Compliance in-line: Applies SEC and FINRA checks as you compose, flagging risk before messages are sent.
- Zero-disruption integration: Works with Outlook, Gmail, chat, and APIs so teams keep current tools and workflows.
- Expert-trained agents: Informed by wealth management use cases to keep content relevant and accurate.
Compliance by design
Instead of reviewing after the fact, Hamachi brings supervision into the drafting step. That can shorten review cycles and reduce remediations while improving message consistency across teams.
For context on the ruleset: see the SEC's Marketing Rule overview at sec.gov and FINRA Rule 2210 on communications at finra.org.
Who's behind it
The founders previously helped move thousands of RIAs from installed software to cloud platforms. They see AI-driven communication as the next step-faster delivery, higher relevance, and fewer compliance bottlenecks for advisors, asset managers, and investors.
Availability and rollout
Hamachi is self-funded and in closed beta with select asset managers and RIAs. The team is focusing on real-world workflows-email, research notes, market updates, and client-specific touchpoints-before opening access more broadly.
Manager's checklist: How to evaluate Hamachi.ai
- Use cases: Which messages (market updates, model changes, event-driven notes) benefit most from instant drafting and checks?
- Risk controls: What rules, lexicons, or pre-approved content can you embed to reduce review cycles?
- Integration: How cleanly does it plug into Outlook/Gmail, CRM, and archives/surveillance?
- Governance: Roles, approvals, and audit trails mapped to supervision policies.
- Data handling: PII treatment, retention, encryption, and vendor risk reviews.
- KPIs: Turnaround time, approval rates, rework, and advisor coverage per compliance headcount.
- Change management: Training, playbooks, and phased rollout for advisors and compliance.
Expected impact
- Faster delivery: Reduce time from insight to inbox.
- Lower risk: Fewer late-stage compliance catches and rework.
- Higher consistency: Standardized language across teams and segments.
- Advisor productivity: Free up hours for client meetings and planning.
- Client relevance: Messages that reflect strategy and personal context.
Quotes from leadership
Mike Wilson, CEO, frames Hamachi as a bridge for advisors and asset managers to deliver advice that is timely, compliant, and highly relevant-moving beyond one-size-fits-all communication.
Co-founder Eric Clarke highlights the focus on making each message smarter, safer, and more client-focused, not just faster.
Next steps
Hamachi is inviting early access requests. Learn more or request the beta at hamachi.ai.
Further learning
- AI tools for finance: vetted options to evaluate
- AI courses by job: upskill plans for leadership and teams
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