We’re now three years in with hosting Catwalk, and the process is still unearthing plenty of start-ups looking to shake up and streamline the world of advice and planning.
As you’d expect, many if not all the applications that crossed the lang cat desk are deploying AI in advice in pretty significant ways.
Following an initial judging round, we’ve settled on a diverse shortlist of firms that is each looking to improve and progress the advice process, either as a whole or to tackle specific pain points.
Huge thanks as ever to everyone who took the time to apply.
On the day you can expect to see a wide variety of innovative, early-stage tech you probably haven’t seen elsewhere.
So without further ado, here are the tech firms set to grace the Catwalk stage next month…
The final five
(in alphabetical order)
- Afternoon: Automating the advice process, including data, meetings and reports
- Eddie from Jigsaw Tree: AI agent for income reconciliation
- Life After Me: Digital legacy and estate planning platform
- Obsidian: AI-powered practice management, with custody to follow
- Protectix: AI protection planning assistant
The High Inquisitors
In true Dragons Den style, the demo-ing firms will each get five minutes to show what they’ve built and the thinking behind it. They will then be grilled by you, the audience, and our expert panel of High Inquisitors.
Two of our Inquisitors are reprising their roles from last year, and this year we also have a new inquisitor to add to the mix. Challenging the start-ups will be:
- Felicia Meyerowitz Singh, co-founder, Engage Smarter AI
- James Dunne, chief commercial officer, FNZ
- Joseph Williams, CEO, ZeroKey (inaugural Catwalk winner 2024)
Want to see cool tech designed for advice pros in action?
Tickets are free to advice professionals with an Analyser subscription or who are a member of the lang cat panel.
To join us on 24 June, book your place here.
Look forward to seeing you there.
