The holidays are here, but Boxing Day brings one final gift 👀 Whether you've been naughty or nice, we're delivering the tools you need to stay ahead of compliance. Stay tuned for exciting announcements coming this January!
Avenir
Financial Services
Unlocking personalised, efficient, and impactful wealth management using cutting-edge technology
About us
Avenir: The Future of Wealth Management🌱
We empower wealth managers and financial advisors with tools to revolutionise traditional wealth management practices. Our scalable, personalised solutions harness the power of advanced technology and artificial intelligence (AI) to drive efficiency, customisation and impact.
- Website
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joinavenir.com
External link for Avenir
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- London
- Type
- Self-Owned
- Founded
- 2023
Locations
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Primary
Get directions
London, GB
Employees at Avenir
Updates
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Stay tuned for CEO and Co-Founder Jeremy Bensoussan's mini series over the next few weeks demystifying the role of AI and its future in financial advisory and paraplanning industry 👀
Okay I'll do it. Yesterday I was chatting with a financial adviser ( 👋 Nick) who told me "What you just explained on AI was super interesting, do you think you could write it down for me?" It's only then that I realised that despite AI being part of every conversation, with the huge impact it's having on the industry, there still seems to be confusion around it. So I'm on a personal mission to do a little bit more than just write it down for you Nick. I'll be creating a weekly post, explaining different aspects of AI in the simplest way possible, to discuss how it will impact advisers, planners and clients. Stay tuned for these posts! Hoping to give back some insights to the community 💪 #AI #financialadvice #paraplanning #entrepreunership #AIeducation
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New Feature Alert: Our Sources Mechanism is now LIVE! 🎉 We’ve been keeping it under wraps, but today we’re excited to share a game-changer with you! Our new Sources Mechanism empowers you to create suitability letters in minutes, with complete confidence in the accuracy of your data. Here’s how it works: 📄 Upload your documents 🤖 AI-powered extraction pulls the relevant data 🔍 Validate the exact sources from which the data is extracted 📝 Generate your suitability letter effortlessly, knowing your data is verified From start to finish, you stay in control while saving time and reducing errors. Ready to see it in action? Try it now with a two-week free trial and experience the difference! #DataValidation #SuitabilityLetters #Automation #WealthTech
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What role does AI play in setting new standards for HNW clients and family offices? 🤔 Our Co-founder and CCO, Andrea MacDonald, shares her insights in a recent article by Professional Wealth Management (PWM). She explores how AI is transforming the future of wealth management, setting new standards for delivering exceptional services. 👉 Read the full article below and join the conversation! 👇
Huge thanks to Alison Ebbage and Professional Wealth Management (PWM) for the feature in the latest article, "Leveraging AI in the Ultra-High Net Worth and Family Office Segment" Here’s my take: ✨ AI Enhances Service: AI isn’t here to replace personal touches; it’s here to make them even better. ⚙ Seamless Integration: When AI fits right into the service, it sets new standards and truly meets client needs. 📈 Focus on What Matters: At Avenir, we use AI to handle the boring admin stuff, so wealth managers can concentrate on building real relationships and delivering great service. Shoutout to Hugo King-Oakley from GPFO and Luc Haldimann from Unblu Inc. for your contributions 🙌 Read the full article below 👀 #AI #WealthManagement #FamilyOffices #TechInnovation #ClientExperience #Avenir #PersonalisedService
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Exciting news! Our CEO, Jeremy Bensoussan, has been featured on Sifted. This highlights the incredible experience and expertise our team brings to the table every day. Check out the full article in the comment section! 👀
🔥 It's a pleasure to be featured in Sifted and look back at my time in Revolut - thanks Tom for the feature! Rev was definitely a huge driver for me to co-found Avenir and had a massive influence on my working habits 👀 (Never Settle! 🚀 ) Congrats to my former team ( 👋 Albert, Riya, Arseny & co) for their achievements since then! Keep delivering the best-in-class Revolut ;) Now time for us to grow Stefan Andrea & team 😎
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👋 Say hello to our Suitability Writer tool, where AI makes your workflow a breeze! Generate suitability letters in minutes - not hours. Here’s how it works in 5 super-simple steps: 1. Upload your documents 2. Avenir AI extracts the key data 3. Validate the data extraction with a single click 4. Avenir AI crafts the full suitability letter (graphs and all!) 5. Sit back, relax, and export! Ready to save time and witness the magic? ✨ We’re offering an exclusive two-week FREE trial to let you experience the magic firsthand. Don’t miss out - book your call for a free trial using the link below. #SuitabilityLetters #Paraplanners #WealthManagers #FinancialAdvisors #Suitability #ConsumerDuty #Compliance #FinancialPlanning #WorkflowAutomation
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Avenir reposted this
I've been waiting for the perfect moment to share this exciting news since our sneak peek at the Tech.eu Summit, and that moment has finally arrived! 🎉 Happy to announce Avenir's partnership with Female Foundry and Google Cloud as part of the inaugural cohort of the Female Foundry Visionaries AI Incubator dedicated to empowering female-founded companies that are leveraging AI to drive innovation and growth. 🚀 Consider the statistics: female founders receive only 2% of VC funding in the UK (Treasury, 2023)- it's clear there's a significant gender gap that shouldn't be present in any industry. It's crucial to level the playing field so everyone has an equal chance to succeed. Programs like this are fantastic opportunities to provide voice, tools, and support to female-founded businesses. Learn more about the program here 👉 https://lnkd.in/eu9z8dWc A heartfelt thank you to Agata Leliwa Nowicka and the Female Foundry team, Alice Zhelezko and Robin Holloway, as well as the incredible Google Cloud team and Sebastian Haire for making this happen and for all the support. Additionally, a big thanks to the team at Searce Inc for making this possible. 💙 Shoutout to the other incredible female founded companies in our cohort, all tackling remarkable challenges: Renude: Pippa Harman, Catherine Nisson Menza: Mariam Ahmed, Qasim Munye Automated Architecture (AUAR): Mollie Claypool, Gilles Retsin GlycanAge: Nikolina Lauc, Marko Tarnaj PHINXT Robotics: Yanwen Chen, Quirino Zagarese Samphire Neuroscience: Emilė R., Alex Cook #FemaleFoundry #GoogleCloud #AIInnovation #WomenInTech #Visionaries
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👀 The cat is out of the bag! Watch this space as we prepare to launch our Suitability Writer Tool soon. Want to be among the first to experience it? 💥 Sign up for our waitlist now at www.joinavenir.com #SuitabilityLetters #Langcat #Innovation #Paraplanners #Productivity #FinancialAdvisers #IFA #WealthManagement
The echos we're getting from the lang cat event are so positive! Since I pitched for the CatWalk less than a week ago, we are receiving daily inbounds to try out Avenir and our suitability writer product 👀 Thanks to all advisers & planners for your support and trust. Our purpose is to enable you to help your clients in the best way, freeing you of the painful admin 📁 We will be going opening the door to our product very soon, so stay tuned 🚀 (and register to the waiting list if you want a discount 😉 - link below) Thanks Mark Polson for the picture, and the whole langcat team for the opportunity! #langcatlive #innovation #paraplanners #productivity #financialadvisers #ifa #wealthmanagement
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Our CEO Jeremy pitched for the lang cat yesterday on a live demo! Live demos are never easy, but always the best way to showcase the trust in our product! Congrats to our wonderful tech team Razvan Teja sai reddy Stefan for making this happen 💪 The feedback from the audience was amazing, with a lot of interest around our solution for suitability reports writing 😎 We are grateful being part of such a brilliant event, showcasing the latest innovation in our industry! Congrats to ZeroKey for winning the CatWalk and to Saturn AI, Estgro & Firenze for their great pitches! Thanks to Mark Polson, Natalie Holt and the whole lang cat team to make this event happen. We'll be waiting for the one next year 👀 #langcatlive #catwalk #innovation #wealthtech #suitabilityreports #paraplanners #advisers
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