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Afternoon Finance
United Kingdom · Fintech
Afternoon Finance provides data collection and AI workflow tools for financial advice firms.
Product
Afternoon Finance helps advisers, paraplanners and administrators collect client information, prepare for meetings and produce reports. Its Siesta AI interface answers questions across the firm’s client data.
The Glasgow-based company uses a subscription model based on actively advised client families. Reports use the firm’s existing templates, with generated material presented for human review and editing. The product is designed to reduce administrative work across the advice process.
Funding history
1 round · 1 with disclosed amounts| Announced | Round | Amount | Investors |
|---|---|---|---|
| FRIL Future of Wealth grant | £50K | Financial Regulation Innovation Lab (FRIL) — Participant |