Competitor Monitoring Log¶
Append-only. Newest run at the top. Format per finding: Date seen · Competitor/topic · Region · What's new · Source · Materiality (High / Watch / Noise) See
MONITORING-BRIEF.mdfor the task spec. Material items get reviewed and, if confirmed, promoted into../Competitor-List.md.
2026-08-05 — manual run (Dean spotted; Claude Code researched)¶
- 2026-08-05 · Ningi · UK · New entrant, spotted by Dean. AI-native workspace (CRM + back office + portal + compliance) with an AI module doing transcription → fact extraction → suitability docs. Founded Apr 2021, £2m+ raised (Haatch Ventures pre-seed), micro-entity (<£1m turnover, ~10 staff), ~10 adviser firms. Founder Pete Ridlington — Chartered Planner, CII Fellow, ex-Wealth Wizards. No pre-meeting prep on the site or the published roadmap · ningi.co.uk · Watch — added to
../Competitor-List.md§2; full profile inningi-profile.md - 2026-08-05 · Ningi (structural note) · UK · They own the system of record, so a prep agent would give them week-one value with no integration — the one competitor that doesn't have a cold-start problem. Contained by scale today (~10 firms, UK-only, requires a full back-office rip-and-replace) · roadmap · High (contests our systems-first / week-one whitespace in principle, not yet in product)
- 2026-08-05 · Ningi (open) · UK · "Ningi 3" Jan-2026 relaunch page (
/ningi-3, "three pillars", "100x efficiency") surfaces in search but 404s on fetch; due-diligence page also 404s. Unclear if it shipped, slipped or was pulled · ningi.co.uk · Watch — verify before citing
2026-06-29 — manual seed (Dean + Claude Code)¶
- 2026-06-29 · bQuest · US · Won Best of Show at WealthStack demo (Wealth Management EDGE, Sept 2025); longevity-planning platform, added lead-gen tool May 2026 · wealthmanagement.com · Watch (adjacent lane — longevity, not prep/intelligence)
- 2026-06-29 · Subatomic · US · Demoed at WealthStack, 9% audience vote; "AI Co-Workers" workforce claiming week-one value over the existing stack · getsubatomic.ai · High (contests our systems-first / week-one whitespace)
- 2026-06-29 · Marloo · UK/ANZ · Demoed at WealthStack, 9% audience vote · wealthmanagement.com · Watch
- 2026-06-29 · Vestmark Pulse · US · Won Audience Choice (28%) at WealthStack — AI portfolio monitoring · wealthmanagement.com · Noise (portfolio monitoring, not our lane)