A quartet of advisor industry technology executives have launched a new artificial intelligence-powered communication platform dubbed Hamachi.ai, with the aim of helping advisors deliver “faster, compliant and expert-level engagement” for their clients.
The founders of Hamachi.ai include technology entrepreneurs Eric Clarke, formerly the CEO of Orion, and Brian McLaughlin, who co-founded Redtail Technology and later served as president of Orion Advisor Technology following its acquisition. They are joined by fellow ex-Orion executives Mike Wilson and Mustapha Baassiri, with Wilson serving as CEO of the new firm.
“We see Hamachi as a bridge that empowers advisors and asset managers to deliver advice that is timely, compliant and highly relevant to each client,” Wilson said in a statement. “It’s about moving from one-size-fits-all communication to personalized engagement that strengthens long-term relationships.”
According to the announcement, the typical advisor spends up to 12 hours a week on research distribution, email drafting and compliance reviews — time that slows delivery of insights as the industry contends with a growing investor base and shrinking advisor workforce. As such, they argue, the demand for scalable, personalized communication has never been greater.
Hamachi.ai addresses this challenge with expert-trained AI agents that draft personalized, strategy-specific client communications instantly. Likewise, the announcement states, the platform integrates “seamlessly” with Outlook, Gmail, chat and APIs for “zero-disruption adoption.” It also can apply in-line SEC and FINRA compliance checks, automatically flagging potential risks.
Hamachi is self-funded by its founding team and currently in closed beta with select asset managers and RIAs. The company sees its platform as the foundation for broader AI adoption in wealth management, Wilson added, extending beyond communication to drive operational efficiency across the business.
Pictured: Brian McLaughlin
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