Hamachi.ai, an AI-powered Wealth Intelligence Platform built for investment advisors and asset managers, has been selected by United Planners, a nationally recognized hybrid broker-dealer and registered investment advisor (RIA), as its first enterprise generative AI partner. This collaboration positions United Planners as the first broker-dealer to formally adopt Hamachi at the enterprise level, enabling compliant, advisor-ready AI across its operations.
United Planners has initiated a phased introduction of Hamachi’s platform to its advisors through a structured testing and feedback program. The platform is designed to support compliant email drafting, AI-assisted client communication under governance, and an advisor chatbot tailored for regulated wealth management workflows. As adoption expands, Hamachi will serve as the firm’s approved AI environment, requiring advisors to utilize Hamachi’s compliant framework for any business-related use of OpenAI or other external AI tools. Broader availability and additional integrations are anticipated for 2026.
Many firms have encountered challenges in deploying generative AI compliantly, as general-purpose AI platforms often present risks regarding client data exposure, supervision, and regulatory adherence. Hamachi was specifically developed to address these issues. Its recently patent-pending personally identifiable information (PII) redaction architecture prevents sensitive client information from being transmitted to external models. This, combined with SEC- and FINRA-aligned guardrails, firm-specific policy controls, and centralized auditability, allows firms to implement generative AI while maintaining enterprise governance and oversight.
Mike Wilson, Co-Founder and CEO of Hamachi, commented on the development, stating, “This partnership reflects a turning point in how wealth management firms are approaching generative AI. 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.”
United Planners also highlighted Hamachi’s Household construct as a significant factor in its decision. This model facilitates collaboration among advisors and teams around a client or family unit, using shared context and memory to ensure AI-assisted communications are personalized and reflect a client’s goals, history, and financial profile. The platform integrates with core CRM, portfolio management, and financial planning systems to support more consistent client engagement.
Aaron Spradlin, Chief Technology and Security Officer at United Planners, remarked, “United Planners’ reputation is built on disciplined innovation in AI and advisor technology. 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. We believe firms that shape technology — not just adopt it — will define the next era of advisor enablement.”
Brian Kobel, Enterprise Technology Solutions at United Planners, collaborated with Hamachi’s technology and security teams to refine the platform to meet enterprise standards while remaining practical for advisors. Kobel noted, “This is one of the first AI platforms we’ve seen that truly aligns with how advisors work. It combines personalization with the compliance framework our advisors and firms require.”
Hamachi integrates directly with Outlook and offers a governed advisor chatbot environment, providing firms with a unified platform for AI-assisted communication across email and chat. The platform also includes enterprise supervision, audit logs, and a multi-model architecture designed for accuracy and stability in regulated use cases.
Wilson concluded by emphasizing the path forward. “Our focus now is execution. As firms like United Planners roll out AI across advisor workflows, the priority is making these tools even more practical, trusted and deeply integrated into how advisors serve clients. That is where we continue to invest and where we see the greatest opportunity for the industry.”
Hamachi.ai was founded in 2025 by fintech veterans from Orion, Redtail, AdvisoryWorld, and Advizr. United Planners Financial Services is an independent wealth management firm headquartered in Phoenix, Arizona, offering a hybrid broker-dealer and RIA platform.
