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1236

Rob Harradine

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Rob Harradine
CEO & Co-Founder of
Ammonite Wealth Ltd (2018)
About

Rob Harradine is Co-Founder of Ammonite Wealth Ltd, a fintech platform using AI to transform financial advice delivery for IFAs and wealth managers. He is a former Chartered Financial Planner passionate about helping financial advice firms work smarter.

Before founding

Rob studied at University of Reading and worked as a Chartered Financial Adviser at firms including Sterling and Law, Saunderson House, and Barclays Wealth. He and co-founder Caroline Duff previously built and sold their own financial advice firm before launching Ammonite in 2018.

Founder Insights

Rob brings over 30 years of combined industry experience with his co-founder to solving the problems facing advice businesses. Ammonite was awarded a place in the FCA Innovation Hub (Advice Unit) and presented at JPMorgan's London HQ as part of the Fintech Forward Programme Showcase.

Experience

Ammonite has raised $896K in funding over 4 rounds, with the latest being a $307K seed round in November 2023 from Industrial Thought. The company recently launched Planbot, an AI-powered tool that reduces suitability report writing time by at least half.

Scale & Impact

Ammonite is reshaping financial advice delivery to make it affordable and accessible for the masses, helping firms reach younger clients and the mass market. The platform addresses the intergenerational wealth transfer of over 300 billion pounds over the next decade.

1236

Rob Harradine

Ammonite Wealth Ltd
Co-Founder
Logo
Rob Harradine

Company(s)

Ammonite Wealth Ltd

Industry

Fintech

Year Founded

2018

Stage/Funding

Seed • $896K

Company Location

gb

Connect

About

Rob Harradine is Co-Founder of Ammonite Wealth Ltd, a fintech platform using AI to transform financial advice delivery for IFAs and wealth managers. He is a former Chartered Financial Planner passionate about helping financial advice firms work smarter.

Before founding

Rob studied at University of Reading and worked as a Chartered Financial Adviser at firms including Sterling and Law, Saunderson House, and Barclays Wealth. He and co-founder Caroline Duff previously built and sold their own financial advice firm before launching Ammonite in 2018.

Founder Insights

Rob brings over 30 years of combined industry experience with his co-founder to solving the problems facing advice businesses. Ammonite was awarded a place in the FCA Innovation Hub (Advice Unit) and presented at JPMorgan's London HQ as part of the Fintech Forward Programme Showcase.

Experience

Ammonite has raised $896K in funding over 4 rounds, with the latest being a $307K seed round in November 2023 from Industrial Thought. The company recently launched Planbot, an AI-powered tool that reduces suitability report writing time by at least half.

Scale & Impact

Ammonite is reshaping financial advice delivery to make it affordable and accessible for the masses, helping firms reach younger clients and the mass market. The platform addresses the intergenerational wealth transfer of over 300 billion pounds over the next decade.

About

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