Hamachi.ai, a regulatory-first, AI-powered Wealth Intelligence Platform built for investment advisors and asset managers, announced that United Planners has selected the company as its first enterprise generative AI partner. The agreement marks the first formal enterprise-level adoption of Hamachi by a broker-dealer, delivering compliant, advisor-ready AI capabilities at scale across the firm’s national network.
Under the partnership, United Planners has initiated a phased rollout of Hamachi’s platform through a structured testing and feedback program. The implementation supports compliant email drafting, governed AI-assisted client communications, 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 who wish to use OpenAI or other external AI tools for business purposes to do so through Hamachi’s compliant framework. Broader availability and additional integrations are expected in 2026.
The selection reflects growing demand among wealth management firms for AI solutions designed specifically for regulated environments. Many advisory firms have faced challenges deploying general-purpose AI platforms due to risks involving client data exposure, supervision requirements, and regulatory compliance. Hamachi was developed to address these concerns with enterprise-grade governance and oversight.
A key component of the platform is its patent-pending personally identifiable information redaction architecture, designed to prevent sensitive client information from being transmitted to external AI models. Combined with SEC- and FINRA-aligned guardrails, firm-specific policy controls, and centralized audit capabilities, the platform enables firms to implement generative AI while maintaining compliance standards.
United Planners cited Hamachi’s Household construct as a differentiator in its decision-making process. The model allows advisors and teams to collaborate around a client or family unit using shared context and memory, enabling AI-assisted communications that reflect a client’s financial goals, history, and profile. The platform integrates with core CRM, portfolio management, and financial planning systems to support more personalized and consistent client engagement.
Led by Brian Kobel, United Planners’ technology and security teams collaborated closely with Hamachi to refine the platform to meet enterprise standards while remaining practical for advisors. The integration includes direct connectivity with Outlook, a governed advisor chatbot environment, enterprise supervision tools, audit logs, and a multi-model architecture designed for accuracy and stability in regulated use cases.
Hamachi was founded in 2025 by fintech veterans from Orion, Redtail, AdvisoryWorld, and Advizr. United Planners Financial Services is headquartered in Phoenix, Arizona, and operates as a national independent wealth management firm offering a hybrid broker-dealer and RIA platform.
KEY QUOTES:
“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. 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.”
Mike Wilson, Co-Founder And CEO, Hamachi
“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.”
Aaron Spradlin, Chief Technology And Security Officer, United Planners
“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.”
Brian Kobel, Enterprise Technology Solutions, United Planners
