AdviceTech Catwalk 2026
AdviceTech Catwalk is back for 2026 – for tickets and how to apply, read on
AdviceTech Catwalk is back for 2026 – for tickets and how to apply, read on
AdviceTech Catwalk is back for 2026!
Here’s how it’s going to work.
We want to give companies who are building exciting kit that advisers and planners might be using in the next few years a chance to show what they’re up to.
These are firms who don’t normally get to stand in the spotlight; they might be pre-revenue or even bootstrapping themselves out of the startup phase. We don’t care about that. What we do care about is that what they’re doing is genuinely different and potentially useful to UK advisers and planners.
The final five:
Automating the advice process, including data, meetings and reports
AI agent for income reconciliation
Digital legacy and estate planning platform
AI-powered practice management, with custody to follow
AI protection planning assistant
An expert panel of industry legends from across the sector will grill each one and there’ll be a chance for the audience to do the same.
At the end the audience will get to vote on their winner, and that firm will win an infinitesimally small prize of our choosing, along with bragging rights.
Sound like fun? Here’s how to get involved…
The date for your calendar is 24 June at CodeNode in London.
…IF YOU’D LIKE TO BE IN THE AUDIENCE
Tickets are £100 plus VAT, but free to our panel members and Analyser users.
CPD
We’re CPD-certified! This event gets you 3 hours of structured CPD. Details on certificates will follow after the event.
More details on the day are available here.
Andy became Group Head of FNZ UK in April 2026. Prior to joining, Andy was the Group Chief Operating Officer at Rathbones, accountable for operations, change, technology, and data. Andy has also worked at Barclays Wealth, Aberdeen Standard Capital, BskyB and O2 Telefonica. Over his career he has held senior roles focusing on client service, operations, technology, and change. Andy began his career in the British Army and having left in 2004 completed an MBA at Edinburgh University.
Felicia is a fintech entrepreneur and non-executive director at Platform One. She has founded and co-founded several businesses including Engage Smarter AI and a cash platform fintech, and held senior roles at Howden, FNZ and Alexander Forbes. Passionate about innovation, Felicia is also co-founder of Hive Founders & Womankind Ventures. She has been recognised on the Innovate Finance Women in Fintech Powerlist of senior leaders and is an Everywoman in Technology award winner.
James is managing director, client management and business development, at FNZ. His role involves working with FNZ’s partners to drive strategic value, strengthen relationships and support clients across key market segments. Passionate about transforming wealth management through innovation, James joined FNZ in February 2025 from Santander, where he held several senior roles driving growth and digital transformation. These included heading up the bank’s UK wealth management and insurance division, as well as Santander’s digital investing channels and platforms in the UK and globally.
Joseph is the current CEO at ZeroKey and is focused on building innovative solutions which help integrate technology and eliminate data rekeying within the financial advice market. Prior to this, Joseph was a founding member of CashCalc, leading both the marketing and general day-to-day operations from start-up through to its acquisition in 2021.
AI Protection planning assistant, built to deliver greater protection outcomes by simplifying the research, comparison and review process for advisers and brokers.
Most adviser firms are still operating across five or six different systems that were never designed to work together. Client data lives in one place, meeting notes in another, reports in another. Everything takes longer than it should. Afternoon fixes that. We bring meetings, client data, documents and suitability reports into a single connected platform, removing the gaps, duplication and manual work that slow advice firms down. Built in Glasgow and live with adviser firms across the UK, Afternoon combines connected client data with AI-powered assistance throughout the advice journey, helping firms work faster, stay compliant and spend more time with clients.
Obsidian is building an all-in-one platform for financial advisers, covering practice management, custody, and execution in a single seamless platform. Our mission is to support the entire advice journey, from client conversation through to placing trades and asset custody. Built by former Revolut, J.P. Morgan, Parmenion, and BlackRock talent, we combine institutional-grade engineering with advisory-led workflows.
EDDIE is Jigsaw Tree’s AI-powered income reconciliation agent, designed to help advice firms reduce manual effort and improve operational efficiency. Working alongside existing teams and processes, EDDIE automates payment matching, identifies discrepancies, supports statement collection and highlights exceptions for review. By reducing reliance on spreadsheets and specialist knowledge, EDDIE helps firms save time, strengthen controls, improve resilience and enable people to focus on higher value work and client outcomes.
Life After Me is a secure digital legacy platform that helps people organise, protect and share the information that matters most — for moments when they are no longer able to explain it themselves. The platform allows individuals and families to store important documents, personal wishes, financial information, passwords guidance, and other essential details in one safe place. Trusted people can be given access when needed, helping families avoid confusion, stress and unnecessary delays during already difficult moments. Life After Me works with partners in insurance, financial services and family advisory to make legacy planning more accessible, practical and relevant for modern families.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.
