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United Planners Financial Services, a hybrid broker-dealer and RIA, has picked Hamachi.ai to deploy as its advisor-ready AI platform.
"As generative AI reshapes the industry, our focus has been on defining how it should be implemented — securely, responsibly and in support of advisor independence," according to Aaron Spradline, United Planners' chief technology and security officer. "We believe firms that shape technology — not just adopt it — will define the next era of advisor enablement."
Hamachi's technology works directly with Outlook and supports a compliant advisor-chatbot environment so clients can use a single platform for AI-assisted communication across email and chat. Also, the AI platform includes "enterprise supervision, audit logs and multi-model architecture designed for accuracy and stability in regulated use cases," the tech firm said in a statement.
The company was founded in 2025 by fintech executives Eric Clarke (formerly head of Orion), Brian McLaughlin (Redtail), Mike Wilson (AdvisoryWorld) and Mustapha Baassiri (Advizr).
"This partnership reflects a turning point in how wealth management firms are approaching generative AI," said Hamachi CEO Wilson. "Firms no longer need to choose between innovation and governance. United Planners' decision underscores the demand for AI platforms that are purpose-built for regulated environments and designed to operate safely at enterprise scale."
Under its agreement with Hamachi, United Planners has started introducing the AI platform to its advisors. As the rollout expands, Hamachi will function as the firm's approved AI environment. Advisors who want to use OpenAI or other external AI tools for business purposes will need to do so through Hamachi's compliant framework, according to a press release.
The wealth management firm also can use Hamachi's client household-focused model, which lets advisors and teams work together for a client or family "using shared context and memory, allowing AI-assisted communications to reflect a client's goals, history and financial profile."
Through integration with core CRM, portfolio management and financial planning systems, this approach can support "more personalized and consistent client engagement," the firms said.
"This is one of the first AI platforms we've seen that truly aligns with how advisors work," according to Brian Kobel, who leads Enterprise Technology Solutions at United Planners. "It combines personalization with the compliance framework our advisors and firms require."
In 2025, United Planners was a finalist in ThinkAdvisor's Luminaries awards for thought leadership and education at a broker-dealer. Its chief executive, Michael A. Baker, was a finalist for last year's CEO of the Year award.
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