Saturn Raises $15 Million Series A

AI-led advisor workflow platform Saturn has secured $15 million in Series A funding led by European venture firm Singular, with participation from Shapers, Y Combinator and Zeno Ventures. The company, founded in 2023, builds AI tools that streamline regulatory and administrative workflows in financial advice, enabling human advisors to focus more on client engagement.

The new capital will support Saturn’s expansion in engineering, research, partnerships, and customer delivery as it accelerates product development.

Saturn’s platform automates key advice processes, including suitability reporting, meeting documentation, onboarding and pension transfers. What previously required hours of manual work can now be completed in minutes, improving both compliance reliability and operational efficiency. The system is already in use at more than 600 advisory firms and networks, including Progeny, Hoxton Wealth, Perspective Financial Group and Insight Financial Associates.

Within the Best and Worst Uses of AI theme, Saturn’s model highlights a constructive application of AI — handling complex but rule-based administrative and compliance tasks rather than replacing human judgment in advice. By reducing friction in documentation and oversight, Saturn gives advisory firms a scalable path to reach more clients while maintaining the human element at the core of financial planning.

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