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About Hamachi
What is Hamachi?
Hamachi is a wealth management AI platform built for Registered Investment Advisors (RIAs). It connects CRM data, portfolio systems, and expert guidance to generate structured, compliant insights. Instead of scattering signals across notes, emails, and systems, Hamachi brings them together into a unified household view.
Problem it solves
Most RIAs miss opportunities because signals are scattered across CRM notes, portfolio systems, and inbox threads. Hamachi helps you spot concentrated positions, excess cash, drift, RMD and tax signals early, so you can act before competitors. It also ensures every insight is SEC and FINRA compliant, with audit-ready logs and firm-level oversight.
Who it is for
Hamachi is designed for RIAs and financial advisory firms that need AI within regulatory guardrails. It is not for individual investors or unregulated financial hobbyists. Ideal use cases include household intelligence, proactive client conversations, and portfolio opportunity detection.
Real use cases
Advisors use Hamachi to reclaim 5+ hours per week, increase actionable client conversations by 25%, and expand AUM capacity by $17.5M per advisor annually. It integrates with your existing CRM, portfolio, planning, and document systems.
Key features
- CRM integration — Unify client history instantly for a complete household view.
- Portfolio opportunity detection — Identify concentrated positions, excess cash, drift, RMD and tax signals.
- SEC & FINRA compliant guardrails — Built-in policy enforcement, PII redaction, and audit logging.
- Persistent context — Goals, life events, and preferences accumulate across conversations.
- Advisor-augmented memory — Your notes and judgment become part of shared intelligence.
- Firm continuity — Context stays intact as team members change.
SaaSpartout Score
7.3
/10
Editorial score from our review methodology — not user ratings.
◆ AI advisor — 30 seconds, no signup
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Hamachi Pricing
Hamachi pricing: from $79/user/mo.
For comparison: the median starting price in Finance & Accounting is $19/month, measured across 129 tools we track. See the full SaaS Pricing Index →
Advisor Plan
Starts at $79 per user per month (early access pricing). Includes full platform access, CRM integration, portfolio signals, compliance guardrails, and audit logs.
Free Trial
Try Hamachi free for 14 days. No commitment required. After trial, choose a plan that fits your firm's size.
Note: Usage limits apply. See FAQs for details.
Frequently asked questions
How much does Hamachi cost?
Plans for advisors start at $79 per user per month (early access pricing). A 14-day free trial is available.
Is Hamachi free?
No, but there is a 14-day free trial. After that, paid plans start at $79/user/month.
What is Hamachi used for?
Hamachi is an AI platform for RIAs that connects CRM, portfolio, and expert data to surface compliant, actionable client insights—such as concentrated positions, excess cash, and RMD signals.
Is Hamachi SEC and FINRA compliant?
Yes, Hamachi has built-in SEC and FINRA-aware compliance checks, PII redaction, audit-ready logs, and firm-level oversight.
Who is Hamachi best for?
Hamachi is best for Registered Investment Advisors (RIAs) and financial advisory firms that need AI within regulatory guardrails. It is not for individual investors or unregulated advisors.
What are the top alternatives to Hamachi?
Common alternatives include AdvisorAI, Forefront, and other compliance-focused AI tools for financial advisors. However, Hamachi stands out for its patent-pending agentic AI and deep integration with wealth-tech stacks.
