Ekorn is an AI-driven operating system and investment platform designed for independent financial advisers. It tackles the inefficiencies of legacy adviser tech by integrating onboarding, client portals, reporting, and compliance into one seamless platform. Built by an exceptional team from firms like Nutmeg, Coinbase, and American Express, Ekorn is pioneering AI solutions—such as automated document generation, fact finds, and meeting note capture—that reduce cost-to-serve and improve client experience across a projected £1trn UK wealth market.
Umbra Capital Partners is pleased to announce its backing of Ekorn. Alongside providing and raising capital, Umbra will deliver strategic support to Ekorn’s team as they scale the first AI-native operating system for financial advisers. The investment reflects Umbra’s conviction that AI will transform wealth and IFA operations, unlocking efficiency and better outcomes for clients. Ekorn is already powering Hybrid Advice, with ~£1bn of assets on its system and a strong pipeline of over £3B. By combining capital with operational expertise, Umbra's hopes to accelerate Ekorn’s expansion beyond consolidators into the wider IFA market. Importantly, Umbra clients will also benefit directly from Ekorn’s AI capabilities—gaining access to smarter reporting, compliance tools, and adviser workflows.
For more information, please visit www.ekorn.com.
