ClientIQ — Competitor List¶
Last updated: 2026-06-23 (live web scan: Aveni, AdvisoryAI, Zocks, Jump, PlannerPal, WealthTech Today 2026 buyer's guide, vendor sites). Grouped by the ClientIQ module each competitor most directly threatens. Many overlap — each is placed in its primary lane, with crossover noted in the last column.
How to read this: the category has collapsed onto the same three claims — note-taking, save-time, compliance. Most vendors do all three to some degree; the grouping below reflects where each one leads and where it competes hardest with us.
1. Meeting Prep¶
Pre-meeting briefing / "walk in prepared" — our UK + SA spearhead. Direct head-to-head lane.
| Competitor | Website | What they lead with | Geography | Threat / crossover |
|---|---|---|---|---|
| PlannerPal | plannerpal.co.uk | "Pre-Meeting Prep Pack" — structured, fully-referenced prep pack (launched Jan 2026) | UK | Highest — only competitor to plant a flag in pre-meeting prep. Transcript-first; preps from their meetings, not your existing data. |
| Jump | jump.ai | "#1 AI software for advisors" — prep agendas, capture, CRM. ~1 in 10 US advisers, $100M+ funded | US (entering UK) | High — moving from note-taker to "operating system"; preps from recorded history (thin in week one). |
| AdvisoryAI | advisoryai.com | "Evie" handles meeting notes/fact-find; pre-meeting prep as a feature. 2,000+ advisers, 400+ firms | UK | High — owns the funded-incumbent proof. Prep is a feature, not the headline. |
| Zocks | zocks.io | Pre-meeting prep + "historical intelligence on clients" | US | Medium — prep is one of many workflows; privacy-first angle. |
| Marloo | marloo.com | "AI partner" — meeting capture, prep, docs, tasks. 650+ firms, 6 countries | UK / ANZ | Medium-High — strongest UK distribution; differentiate on systems-first + week-one value + founder depth. Actively demoing — placed at WealthStack (Wealth Management EDGE, Sept 2025), 9% of audience vote. |
2. Voice Notes & Note-Takers¶
Meeting capture, transcription, post-meeting file notes — our Voice Notes & Intelligence product (SA dual-prong).
| Competitor | Website | What they lead with | Geography | Threat / crossover |
|---|---|---|---|---|
| Saturn | saturnos.com | Cuts post-meeting notes from 30–45 min to "5–7 hrs/week saved"; capture + reports + compliance | UK | Medium — pure note/report play. |
| Filenote.ai | filenote.ai | "AI automated client notes" — never stores recordings/data. 1,000+ advisers, 30+ min/meeting | UK | Medium — privacy-first note artefacts. |
| Automwrite | automwrite.co.uk | FCA-compliant suitability reports in 60s; built by a DipPFS adviser | UK | Medium — report-generation focus. |
| Pulse360 | pulse360.com | AI Note-taker + "NoteGenius" + "prove the value you deliver" | US | Low-Medium — note-taker + value-proof lane. |
| Aveni (Aveni Assist) | aveni.ai | Joins calls, automates notes/reports/CRM. Runs on FinLLM (UK finance LLM); also compliance (Aveni Detect) | UK | Medium — enterprise/bank-grade; also a Client Intelligence player. |
| Zeplyn | zeplyn.ai | AI note-taking → "client intelligence platform" / agentic OS. $3M seed | US | Medium — note-taker evolving into intelligence layer. |
| Finmate AI | finmate.ai | "Agentic co-pilot" — notes, hyper-personalised insights, form pre-fill | US | Low-Medium — capture + insights + forms. |
| Jamie | meetjamie.ai | General AI note-taker (finance teams included), not advice-specific | Global | Low — horizontal tool, not advice-built. |
| Mili | unverified URL | Advisor-specific note-taker (per WealthTech Today 2026 guide) | US | Low — confirm site before citing. |
| Focal | unverified URL | Note-taker → "AI uses the computer itself," triggers back-office processes | US | Low-Medium — confirm site. |
3. General Client Intelligence¶
Whole-book insight, CRM intelligence, agentic "operating system" — our Client Intelligence Layer expansion narrative.
| Competitor | Website | What they lead with | Geography | Threat / crossover |
|---|---|---|---|---|
| Zocks | zocks.io | "Deeper insights and historical intelligence on clients" — closest to our headline whitespace | US | Highest — gestures at client intelligence but frames it as a feature. Lane is wide open to own as the headline. |
| Zeplyn | zeplyn.ai | "Client intelligence platform purpose-built for advisors" — aligns planning, portfolios, engagement | US | High — explicitly claims the term; US-only for now. |
| AdvisoryAI | advisoryai.com | "Amplifies every role/workflow… client capacity doubles" — intelligence as part of the suite | UK | Medium-High — could pivot to intelligence given its proof base. |
| Aveni | aveni.ai | Compliance Knowledge Hub + FinLLM "regulatory intelligence layer" from millions of interactions | UK | Medium — intelligence framed through compliance/QA, not growth. |
| Subatomic | getsubatomic.ai | "AI Co-Workers" workforce — unified data layer over the existing RIA stack (CRM, custodians, planning, PM) directing specialised agents (Meeting Prep Analyst, Data Ops, Follow-Up, Compliance Monitor) under an "AI Chief of Staff." Claims week-one productivity, no ramp. Case study: 8,000 hrs/yr, ~4 FTEs recovered (Vantage Financial) | US | High — only competitor to claim our exact whitespace: prep/intelligence from the data the firm already owns, value in week one. Framed as headcount replacement, not software. Crossover into Meeting Prep (§1). Actively demoing — placed at WealthStack (Wealth Management EDGE, Sept 2025), 9% of audience vote. |
| Savvy Wealth | savvywealth.com | AI platform for advisers (firm + tech); broader RIA play | US | Low-Medium — adjacent, more a tech-enabled RIA than a tool. |
| CogniCor | unverified URL | Note-taker → agentic AI embedding into advisory workflows | US | Low — confirm site. |
4. Adjacent / People to Watch¶
Not head-to-head competitors — system-of-record platforms, infrastructure, and adjacent players we likely integrate with (prep from) rather than compete against. Watch for them moving into our lane.
| Player | Website | What they are | Geography | Why watch |
|---|---|---|---|---|
| Practifi | practifi.com | "Intelligent CRM for RIAs that demand more" — Salesforce-built CRM with native AI that automates workflows and surfaces client insights in real time. 10,000+ users, firms up to $45B+ AUM | US / global | System-of-record CRM, not a tool — likely an integration target (one of the systems we prep from). But "surfaces client insights" gestures at our lane; watch if the AI layer pivots from CRM feature to intelligence headline. |
| bQuest | bquest (per WealthMgmt coverage) | Longevity planning platform for advisers — end-of-life / health-support: in-home care, funeral services, national footprint of vetted providers. Lead-gen tool added May 2026. Founder/CEO Lauren Clough | US | Adjacent, not head-to-head — different lane (longevity vs. prep/intelligence). Watch only: won Best of Show at WealthStack demo (Wealth Management EDGE, Sept 2025), so well-funded attention in the adviser-tech space. Confirm official URL before citing. |
Notes & Gaps¶
- Our whitespace (per positioning.md): systems-first, not transcript-first — we prep from the client history a firm already owns (CRM, emails, PDFs, old files), so value lands in week one. Every competitor above preps from meetings they recorded — thin until ~6 months of history exists. Exception — watch closely: Subatomic (added 2026-06-29) now claims this same "unified data layer over the existing stack → week-one value" story. US/RIA-only for now, and pitched as an AI workforce (replace headcount) rather than prep — but it's the first to contest our differentiation head-on. Sharpen what stays ours: UK/SA focus, prep-led narrative, founder depth, single-product clarity.
- Saturated claims to avoid echoing: "AI notetaker," "save X hrs/week," "FCA-ready suitability reports," "2x client capacity," "privacy-first / you own your data," "seamless CRM integration."
- Contested but ownable: "client intelligence" (Zocks + Zeplyn gesture at it; nobody leads with it) and "pre-meeting prep" (PlannerPal planted a flag Jan 2026 — narrow window).
- To verify: Mili, Focal, CogniCor official URLs; whether "Elevate AI" / Altitude (gainaltitude.ai) and "PlanAI" are live products or rebrands.
- US note-taker long-tail (from WealthTech Today 2026 guide, not yet UK/SA-relevant): Advisor360 Parrot AI, Altruist Hazel, Continuum, GReminders, Vega Minds.