Saturn

AI-native operating system for financial advice firms

Saturn builds an AI-native operating system for financial advice firms, beginning with tools that make each adviser more productive. The platform rests on three parts: a continuously updated data model of every client, AI agents that carry out advice and operations work from start to finish, and compliance rules built into how that work gets produced. Since advice is a regulated activity, every material output comes with evidence that supports an audit. Over time Saturn wants to rebuild the whole advice firm so it runs on joined-up data, automated workflows and ongoing regulatory control. Its product squads put chartered compliance officers and paraplanners next to the engineers and designers.