At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. 

Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. 

Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients.

Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients.

As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs.

Saturn aims to be at the forefront of this transformation, driving the future of wealth management.
Backoffice and compliance automation for wealth managers
Title: Saturn: Compliance and back office workflows for Wealth Managers. | Y Combinator

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### Compliance and back office workflows for Wealth Managers.

At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers. Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs. Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients. Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients. As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs. Saturn aims to be at the forefront of this transformation, driving the future of wealth management.



Saturn

Founded:2023

Team Size:8

Location:London, United Kingdom

### Active Founders

### Amal Jolly, Founder/CEO

Financial peace of mind enables every human to achieve more; we are on a mission to make it happen! Experienced in Product/GTM in Banking, Insurance, Wealth/Asset Management and Capital Markets technologies.



### Michael Ettlinger, Founder

CTO & Co-Founder at Saturn AI Launched AI products used by 20M+ users across various industries. Background in AI research, focused on AI Agents since 2017.



### Rohit Vaish, Founder

President & Co-founder at Saturn. Rohit has expertise in building investment portfolios for Wealth Management firms having spent over 5 years at BNY Mellon. Alongside that, he also led firm wide compliance initiatives across the UK fund management company to assess value for money and client suitability. After leaving financial services, Rohit led Product and Operations teams in a variety of startups before founding Saturn.



### Company Launches

[### 🪐 Saturn: Backoffice and Compliance automation for Wealth Managers](

**tldr:** [Saturn]( automates investment research, compliance, and back-office workflows for wealth managers, significantly reducing operational costs and freeing up time to focus on client engagement and growth.

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Hey everyone, we're [Michael]( [Rohit]( and [Amal]( and we are on a mission to make wealth building more accessible for everyone by making wealth managers more efficient and scalable.



🧨 The Problem:

Servicing a client with compliance and back-office tasks is a time drain
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Wealth managers spend an inordinate amount of time and resources on manual compliance and administrative tasks. This inefficiency leads to higher operational costs and limits their ability to serve more clients effectively.

Take our client, Jason, as an example. Jason runs a mid-sized advisory firm in Norwich, UK, with over 15,000 clients and spends over 15 hours per client per year on compliance paperwork and back-office management all for doing one check-in a year.

These manual processes drain his time and increase operational costs. This time and money could be better spent on growing his client base and enhancing client services.

🎉 The Solution:

Automated AI-powered wealth management operating system built for scale and personalisation
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Saturn helps wealth managers like Jason automate their compliance and back-office tasks, allowing them to focus more on client engagement and growth. Our platform uses AI to streamline processes and ensure real-time compliance, including:

*   Personalised investment research
*   Faster client onboarding
*   Seamless Compliance reporting
*   Client growth & analytics

**Using Saturn, wealth managers:**

✔️ Save over 50% of the time typically spent on compliance and admin tasks

✔️ Increase operational efficiency, allowing them to offer more services and serve more clients

✔️ Improve personalisation, retention and net revenue from their client

💎 Opportunity:

Driving the Future of Wealth Management
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Wealth management firms, like Jason's, waste countless hours and resources on manual compliance and operations—a massive inefficiency across the industry. Saturn is uniquely positioned to eliminate this burden through complete AI powered backoffice automation.

Imagine a world where wealth managers can seamlessly guide clients through their entire financial lifecycle, making this service accessible to many more people. This is the future Saturn aims to create.

> Big opportunities like the wealth transfer, growing consumer needs amongst wider demographics requires a more digital and robust system to serve them.
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> The current systems simply cannot scale to serve the need, they are plagued by operational challenges added by bad tech, increasing regulatory pressure, and cost base.
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> This industry is in a dire need of a transformation
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> **Saturn aims to be at the forefront of this transformation, driving the future of wealth management.**

**✅ Progress so far**

1.  Grown to serve 200 firms globally
2.  Cashflow positive since month 2 in the market, live since Feb.
3.  Awesome team of 8 people.

👋 **Ask: How you can help**

1.  Connect us to wealth managers or financial advisors in your network. [Intro us.](
2.  Know any killer engineer or product visionaries with experience in Wealth Tech and Financial Services. [Intro us.](mailto:founders@heysaturn.com)

### Hear from the founders

#### What is your long-term vision? If you truly succeed, what will be different about the world?

Managing wealth and access to financial services will be a standard for all.
