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Saturn
Saturn

Saturn

AI platform automating compliance, back-office workflows, and client data capture for wealth-management firms.

Operating headquarters
London, GB🇬🇧
Founded
2023
Accelerator
Y Combinator logoY CombinatorS24
Overview
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Saturn builds an AI platform for financial-advice and wealth-management firms that automates compliance checks, back-office workflows, and client data capture. The product family includes a web application and CoPlanner, an assistant delivered as a Microsoft Word add-in and browser extension that works where advisers already write.

The company serves hundreds of advice firms and thousands of advisers, primarily in the United Kingdom, with customers ranging from boutique planners to larger wealth managers. By generating suitability and compliance documentation from captured client data, the platform aims to reduce the administrative burden that limits how many clients each adviser can serve.

Saturn - Products & Services

  • Saturn — AI Platform for Financial Advice logo

    Saturn — AI Platform for Financial Advice

    AI platform that automates compliance, client data capture and documentation for UK financial-advice firms.

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Saturn - Quick Facts

Who are Saturn's competitors?

Companies similar to Saturn include Astraeus, Luniate, Rogo and StratiFi.

When was Saturn founded?

Saturn was founded in 2023.

Where is Saturn's headquarters located?

Saturn's headquarters is located in London, GB.

When was Saturn's last funding round?

Saturn's most recent funding round was for $15M (USD) in October 2025.

How much has Saturn raised to-date?

As of Oct 22, 2025, Saturn has raised a total of $15M (USD).

How many employees does Saturn have?

Saturn has 70 employees as of Jul 4, 2026.

Saturn - Classification

Industry
  • AI Software
  • FinTech
  • Wealth Management
Ownership
  • Privately Held
Model
  • AI Platform
Revenue
  • SaaS
Customer
  • Enterprise