How Saturn OS is Enabling Wealth Managers to Better Serve their Clients

Saturn OS, the AI technology company transforming financial advice by slashing the cost to serve and broadening access to wealth management, led by Amal Jolly, Michael Ettlinger, and Rohit Vaish, has secured a $15m Series A funding round led by European VC Singular, with participation from Shapers, Y Combinator, and Zeno Ventures.

The investment will fast-track product development and scale Saturn’s platform, enabling advisers to serve more clients with greater efficiency.

The advice gap remains one of the UK’s biggest challenges: fewer than 1 in 10 people received financial advice last year, leaving millions without guidance to secure their futures. Delivering advice is expensive; professionals spend too much time on admin and compliance, costing around £2,000 per client annually and making advice a luxury for the wealthy.

Founded in 2023 by Amal Jolly, Michael Ettlinger, and Rohit Vaish, Saturn aims to make human-led financial advice accessible to one billion people, using AI to transform the economics of advice and expand access for all.

Saturn’s compliance-focused AI automates the most time-consuming administrative and regulatory tasks, cutting processes that once took four hours to just 20 minutes. Advisers can now focus on delivering expert, human-led advice at scale while maintaining full control of data, reducing risk, and strengthening client relationships.

Built to be Compliant by Design, Saturn adapts to each firm’s policies and local regulations, including FCA and Consumer Duty standards. All AI-generated documents undergo mandatory adviser review, ensuring oversight and accountability while maximizing efficiency.

Saturn’s platform is trusted by over 600 advisory firms, including Progeny, Hoxton Wealth, Perspective Financial Group, and Insight Financial Associates. The technology helps reduce the cost to serve from £2,000 to £200 per client per year, with 2,000+ advisers using Saturn daily to strengthen client relationships. Over the last five months, Saturn has doubled its market share, solidifying its position as a leading solution for compliant and scalable financial advice.

The new funding will accelerate Saturn’s development of next-generation AI and technology for faster, scalable, and compliant advice delivery. The company will also expand its AI, engineering, research, customer success, and partnerships teams to deepen industry collaboration.