Antler VC has invested in AdviseWell to help shape the next wave of AI in wealth management
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Antler VC has selected AdviseWell as one of eight early-stage startups backed in Antler Australia’s latest residency round, an investment program that is increasingly focused on AI-led solutions. Business News Australia
Business News Australia spotlighted a persistent challenge in wealth management: advisers are constrained by high back-office costs, labor-intensive compliance requirements, and legacy systems. Most advice practices are small boutiques that cannot scale paraplanning capacity, leaving many Australians without access to affordable professional advice.
AdviseWell was recognised for addressing this bottleneck head-on. Our AI engine functions as a virtual paraplanner, ingesting client and adviser data to produce compliant advice in minutes, work that traditionally took hours or days of specialist time. By integrating into existing advice and wealth-management tech stacks, including CRM, modelling, and document systems, we automate end-to-end workflows, flag compliance risks in real time, and protect client data in a bank-grade cloud environment.
We are co-designing pilots with select firms using real client cases and generating live advice documents, and we have a waitlist of more than 15 additional practices.
If you are a financial advice firm interested in modernising paraplanning, reducing compliance overhead, and serving more clients without adding headcount, we would love to speak. AdviseWell exists to help advisers deliver higher quality advice to more Australians, faster and more sustainably.
See how advice firms are boosting capacity without compromising compliance or trust. Book a demo to see AdviseWell in action.
