Built in Scotland. Built for advisers.
Help firms know which clients fit. Before they commit the hours.
UK wealth management firms spend weeks onboarding clients before asking the most expensive question: does this client fit our firm? Chunkbase answers the question from the first conversation. Structured data. Cited evidence. Human review. No wasted weeks.
The real cost is not re-keying. The real cost is onboarding the wrong client.
Every UK advice firm we talk with describes the same problem. A 90-minute meeting creates 2 hours of admin. A paraplanner spends 30 to 45 minutes typing data the client already said out loud. Documents go back and forth for weeks.
Then someone notices the client's assets fall below the firm's minimum, or the complexity exceeds the service model. Weeks of team time, gone.
The firms getting this right do two things. They structure client data from the first conversation, not the third week. And they assess fit before committing full onboarding resources.
We built Chunkbase to make both of those things happen automatically. Meeting transcripts go in. Structured, cited, reviewable outputs come out. Your team sees the client picture and makes the decision. The system does the extraction. Your people do the thinking.
Technical product builder bringing responsible AI into regulated operations. Founded Chunkbase to fix the gap between raw client documents and the structured, cited outputs UK wealth managers need to make decisions.
Prior work includes an FCA-aligned assurance framework, zero-tolerance controls for AI-generated outputs, agentic RAG applications, and cloud deployments across AWS and GCP.
The intelligence layer for UK wealth management.
AI supporting professionals. Evidence at every step. Human review by design.