Monday, February 23, 2026
United Planners has selected Hamachi.ai as its first enterprise generative AI partner, marking a significant step forward in regulated AI adoption within wealth management. With this move, United Planners becomes the first broker-dealer to formally implement Hamachi’s platform at the enterprise level, delivering compliant, advisor-ready AI tools across the organization.
As generative AI continues to reshape financial services, advisory firms face increasing pressure to balance innovation with regulatory compliance. Therefore, United Planners’ decision signals a broader shift in how wealth management firms evaluate AI solutions—not merely for performance, but for governance and security.
“This partnership reflects a turning point in how wealth management firms are approaching generative AI,” said Mike Wilson, Co-Founder and CEO of Hamachi. “Firms no longer need to choose between innovation and governance. United Planners’ decision underscores the demand for AI platforms that are purpose-built for regulated environments and designed to operate safely at enterprise scale.”
Under the agreement, United Planners has launched a phased rollout of Hamachi’s platform. Advisors are currently participating in a structured testing and feedback program, which supports compliant email drafting, AI-assisted client communication, and a regulated chatbot built specifically for wealth management workflows. As adoption grows, Hamachi will become the firm’s approved AI framework. Advisors seeking to leverage OpenAI or other external AI tools for business purposes must do so through Hamachi’s governed environment. Broader deployment and additional integrations are expected in 2026.
Importantly, many firms have struggled to deploy generative AI tools due to compliance risks, data privacy concerns, and regulatory oversight challenges. General-purpose AI systems often lack the safeguards required for sensitive client data. Hamachi directly addresses these issues with a regulatory-first architecture.
The platform features a patent-pending personally identifiable information (PII) redaction framework that prevents sensitive client data from being transmitted to external models. Additionally, it includes SEC- and FINRA-aligned guardrails, firm-specific policy controls, centralized audit logs, and enterprise supervision tools. As a result, advisory firms can scale AI deployment without compromising governance standards.
“United Planners’ reputation is built on disciplined innovation in AI and advisor technology. As generative AI reshapes the industry, our focus has been on defining how it should be implemented — securely, responsibly and in support of advisor independence,” said Aaron Spradlin, Chief Technology and Security Officer at United Planners. “We believe firms that shape technology — not just adopt it — will define the next era of advisor enablement.”
United Planners also highlighted Hamachi’s Household construct as a differentiator. This feature enables advisors to collaborate around a shared client or family profile, incorporating historical context, financial goals, and portfolio data into AI-assisted communications. Integrated with CRM, portfolio management, and financial planning systems, the tool supports more personalized and consistent client engagement.
Brian Kobel, Enterprise Technology Solutions at United Planners, emphasized the platform’s alignment with advisor workflows. “This is one of the first AI platforms we’ve seen that truly aligns with how advisors work,” said Kobel. “It combines personalization with the compliance framework our advisors and firms require.”
Hamachi integrates directly with Outlook and provides a governed chatbot environment, creating a centralized platform for AI-driven communication. The system’s multi-model architecture enhances reliability and accuracy in regulated use cases.
Looking ahead, Hamachi plans to focus on deeper integrations and practical enhancements as firms scale enterprise AI adoption. “Our focus now is execution,” added Wilson. “As firms like United Planners roll out AI across advisor workflows, the priority is making these tools even more practical, trusted and deeply integrated into how advisors serve clients. That is where we continue to invest and where we see the greatest opportunity for the industry.”
Ultimately, this partnership sets a new precedent for compliant AI deployment in wealth management, demonstrating that innovation and governance can coexist at enterprise scale.
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