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Ammonite Wealth Ltd

Founders

Rob Harradine

Ammonite is a wealthtech platform that uses AI and machine learning to reshape the delivery of financial advice, helping IFAs and wealth managers access the mass market. The company offers a SaaS platform for goals-based financial planning and has recently launched Planbot, an AI-powered tool that converts meeting transcriptions into structured client data and generates suitability reports in seconds. Ammonite was awarded a place in the FCA Innovation Hub for making financial advice more affordable and accessible.

Company Founded in 2018

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