Hamachi
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Overview
Tagline Brand's website · 2026-10-04
Hamachi is a wealth management AI platform specifically built for RIAs with embedded SEC and FINRA compliant AI guardrails. It holds U.S. Patent No. 12,641,064 covering agentic AI systems for compliance, multi-agent intelligence, and personalized network communications. It provides source-grounded accuracy, proactive PII protection, regulatory-aware screening, and built-in retention for audit-ready logs, differentiating it from generic AI tools.
Description Brand's website · 2026-10-04
Hamachi is a wealth management AI platform built for Registered Investment Advisors (RIAs) that connects CRM data, portfolio systems, and expert guidance to generate structured, compliant insights. It helps RIAs surface opportunities, strengthen client relationships, and deploy AI safely within regulated wealth management workflows, with built-in SEC and FINRA compliant guardrails.
Offerings
Core capabilities Brand's website · 2026-10-04
- The Hamachi Platform offers Household Intelligence
- Opportunity Signals
- and Built-In Guardrails for wealth management
- integrating CRM data
- portfolio systems
- and expert guidance to provide compliant insights. It includes features like CRM integration
- portfolio opportunity detection
- and SEC/FINRA compliant AI guardrails.
Pricing Brand's website · 2026-10-04
Subscription-based, with plans for advisors starting at $79/user/month (early access pricing, usage limits apply).
Audience
Target industry Brand's website · 2026-10-04
Registered Investment Advisors (RIAs) and Asset Managers.
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Claim Hamachi — free →Page last updated 2026-10-17.