AI compliance and intelligence purpose-built for wealth managers — it listens to client meetings and surfaces the suitability, compliance and pipeline insights advisors act on.
AI co-pilot for advisors: live transcription, file-note generation and compliance flagging across every client conversation.
Drawing on data from 50+ firms, the supervision evidence regulators now expect — and how to produce it without doubling headcount.
Aveni is an AI compliance and intelligence platform purpose-built for wealth managers. It transcribes client meetings with regulatory-grade accuracy and surfaces the compliance, suitability and pipeline insights advisors actually act on.
Founded in 2018 out of the University of Edinburgh, Aveni serves IFA networks, private banks and consolidator platforms across the UK and EU.
A 90-day rollout across 2,400 advisors and the operating-model changes that made it stick.
With Aveni's CTO and a former regulatory supervisor.
What changes when AI is the substrate, not an add-on.
AI co-pilot for advisors: live transcription, file-note generation and compliance flagging across every client conversation.
Automated supervision sampling, scoring and audit trails under SM&CR.
Vulnerability-detection model that flags at-risk client cohorts in real time.
Drawing on data from 50+ firms, the supervision evidence regulators now expect — and how to produce it without doubling headcount.
A 90-day rollout across 2,400 advisors and the operating-model changes that made it stick.
With Aveni's CTO and a former regulatory supervisor.
What changes when AI is the substrate, not an add-on.
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