Hamachi.ai has reached a major milestone in regulated AI adoption, announcing that United Planners has selected the firm as its first enterprise generative AI partner. The decision makes United Planners the first broker-dealer to formally adopt Hamachi at the enterprise level, signaling a shift in how wealth management firms are approaching artificial intelligence at scale.
The partnership reflects growing industry demand for AI platforms that are built specifically for regulated environments. For many advisory firms, generative AI has presented a difficult tradeoff between innovation and compliance. United Planners’ move suggests that firms no longer have to choose between the two. By adopting Hamachi’s regulatory-first infrastructure, the firm aims to deploy AI capabilities across advisor workflows without compromising governance or data protection.
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Under the agreement, United Planners has initiated a phased rollout of Hamachi’s platform, beginning with structured testing and advisor feedback. The early implementation focuses on compliant email drafting, governed AI-assisted client communication, and a purpose-built advisor chatbot designed for regulated wealth management environments. Over time, Hamachi will become the firm’s approved AI ecosystem, requiring advisors who use OpenAI or other external AI tools for business purposes to operate through Hamachi’s compliance framework. Broader platform availability and additional integrations are expected in 2026.
As advisor interest in generative AI accelerates, firms have struggled to introduce these tools without exposing sensitive client information or violating supervisory requirements. General-purpose AI systems often create unacceptable risks related to data privacy, oversight, and regulatory compliance. Hamachi was developed specifically to address those challenges, incorporating a patent-pending personally identifiable information redaction architecture that prevents sensitive client data from being transmitted to external AI models. The platform also includes SEC- and FINRA-aligned guardrails, firm-specific policy controls, centralized audit trails, and enterprise-level supervision.
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United Planners emphasized that its decision aligns with its broader technology strategy. The firm’s leadership views AI not simply as a tool to adopt, but as a capability that must be shaped responsibly. By working closely with Hamachi’s team, including collaboration between technology and security leaders, United Planners has refined a solution that meets enterprise standards while remaining practical and intuitive for advisors.
A key differentiator cited in the partnership is Hamachi’s “Household” construct, which enables advisors to collaborate around a client or family unit using shared context and memory. Integrated with CRM, portfolio management, and financial planning systems, the model allows AI-assisted communications to reflect a client’s goals, history, and financial profile. The result is a more personalized, consistent client engagement experience delivered within a governed and auditable environment.
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Hamachi integrates directly with Outlook and provides a centralized chatbot environment, creating a single, compliant platform for AI-assisted communication across both email and chat. Its multi-model architecture is designed to prioritize accuracy, stability, and regulatory alignment in advisory use cases.
With this enterprise adoption, both firms position themselves at the forefront of what many are calling the next phase of AI in wealth management. Rather than experimenting on the margins, United Planners is embedding governed AI directly into advisor workflows. For Hamachi, the partnership represents validation that regulatory-first design may define the future of AI deployment in financial services.
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