AdviceTech Catwalk 2025

Here’s how it worked.

We wanted to give companies who were building exciting kit that advisers and planners might use in the next few years a chance to show what they were up to.

These were firms who don’t normally get to stand in the spotlight; they might have been pre-revenue or even bootstrapping themselves out of the startup phase. We didn’t care about that. What we did care about is that what they were doing was genuinely different and potentially useful to UK advisers and planners.

We selected five of the most exciting firms and invited them to strut their stuff. An expert panel of industry legends from across the sector grilled each one and there was a chance for the audience to do the same. We also had a couple of discussions and a keynote – all from seriously interesting people.

The five selected in 2025:

• Etcho: A B2B platform that combines psychology and AI to unearth a client’s individual investor profile and worldview to deliver a personalised  portfolio that matches their investor values and goals. A third-party DFM manages the portfolios to ensure risk return and value alignment are synched.

• Lyfeguard : A secure platform that helps clients organise, manage and share information from financial accounts and legal documents to personal wishes and life plans. The platform aims to become a place where advisers can source essential client information ensuring clarity and preparedness during major life events.  

• Otto AI: An AI-powered copilot that automates time consuming tasks like meeting transcriptions, suitability report generation and client communication. It integrates with advisers’ existing workflows to extract insights from meetings, draft compliant reports and generate personalised client emails. 

• Tikker: Automates portfolio operations on investment platforms. DFMs and consolidators can use a single upload to rebalance portfolios across multiple platforms into a draft state. This includes asset allocation changes, reweighing, digitally enhanced checks and Audit Trail Creation.  

• WealthSpace: An AI-powered platform that uses data to perform tasks that creates advice capacity for advisers. It produces file notes, email correspondence, review letters, suitability reports and internal FAQ without exposing client data to external AI systems.  

At the end, before one of our legendary afterparties, the audience voted on the Best In Show, and that firm won an infinitesimally small prize of our choosing, along with bragging rights.