I started by asking people what they actually do all day.
Rohan KumawatFounder, Chunkbase Ltd · Scotland
Every conversation I had with an advice firm ended in the same place. The hard part was never the meeting or the writing. It was the layer in between: reconciling what a client said against what the firm already held, finding the document that settles it, and knowing what is still outstanding and who owns it.
That work is invisible. It does not appear on a diary, it is not what anyone was hired to do, and no system in the firm holds it. It is also where the risk sits, because a recommendation is only as defensible as the record underneath it.
Chunkbase exists to make that layer explicit rather than remembered.
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- Advisers
- What the client actually said, and what it commits the firm to
- Paraplanners
- What arrives, what is missing, and what has to be checked twice
- Administrators
- What is waiting on someone else, and who is chasing it
- Compliance
- What will have to be provable in three years
- Firm leaders
- Where the firm actually spends its attention
One workflow at a time
The principles stay fixed as the system grows.
Evidence, uncertainty, judgement, firm practice and time, with claims we can show our working for.
Evidence keeps its address
Every material claim should lead back to the conversation, document or rule that supports it.
Uncertainty stays visible
Missing, conflicting and potentially outdated information should remain clear until someone resolves it.
Human judgement remains explicit
Chunkbase can prepare, explain and organise. The adviser and the firm decide what the evidence means and what happens next.
The firm shapes the workflow
Roles, permissions, policies, templates and review steps should reflect how the firm actually works.
Time is part of the record
The system should preserve what was known, what changed and which decision followed.
Claims are testable or they are not made
Anything we assert about what the product does is something a firm should be able to check, which is why a method and its limits are published alongside any finding.
The details you need to check us out.
Chunkbase is a registered UK company. If your firm needs anything further for its own due diligence, ask and we will send it.
- Legal name
- Chunkbase Ltd
- Company number
- 16972122 ↗
- Incorporated
- 19 January 2026
- Registered office
- 3rd Floor, 86-90 Paul Street, London EC2A 4NE, United Kingdom
- Contact
- hello@chunkbase.ai
- Chunkbase AI ↗
Chunkbase is software. It is not a financial adviser, it does not give regulated advice and it does not make suitability decisions.
The short version.
Frequently asked questions · 06 questions
01What is Chunkbase?
Chunkbase is an early-stage wealth technology company building a working system for financial advice. It starts with meeting notes, sourced client facts and adviser review, with a broader mission to connect the evidence and unfinished work around each client case.
02Who is Chunkbase for?
Chunkbase is being built with advice firms, including advisers, paraplanners, administrators, compliance teams and firm leaders.
03What can a firm test today?
A firm can test the meeting-to-review workflow using fictional, dummy or appropriately approved material: bring a meeting transcript or notes, inspect sourced proposed facts, review missing or conflicting information and prepare the next handoff.
04Does Chunkbase replace the adviser?
No. Chunkbase organises evidence and work. The adviser and the firm remain responsible for interpretation, suitability and the decisions that follow.
05How do you decide what to claim about the product?
If a claim cannot be checked, we do not make it. Anything we assert from our own research is published with the method, sample and limits behind it, and what works today is kept separate from what is being built.
06How can a firm work with Chunkbase?
As a founding firm. Chunkbase is in alpha, and founding firms use it and shape it with us. We ask for one adviser and one paraplanner or administrator who will use it, a short session with Rohan every week or two, and honest feedback. It costs £199 per licensed adviser a month, paraplanners and administrators are free, and the first month is refundable.
