In development. The Maxwell app isn’t available yet and previews use fictional data.

For UK financial advice firms · In development

The digital partner for advice firms

Serve the people below your minimum with Maxwell for Clients, and spend less of your day on admin with Maxwell.AI Workspace.

Become a founding firm See the products

The firm, clients and figures shown are fictional.

Two products for your firm

Maxwell for Clients

Serve the people below your minimum, and welcome them back when they’re ready

An app for savers you can’t yet serve profitably, and an adviser view that shows who may need a conversation, with their consent.

See Maxwell for Clients
Maxwell.AI Workspace

The admin around advice, drafted for you to approve

File notes from meetings, an inbox that sorts itself, agents for routine work and advice packs. Nothing reaches a client until a person approves it.

See Maxwell.AI Workspace

Become a founding firm.

Founding firms get discounted access to Maxwell for Clients and Maxwell.AI Workspace, and help shape both before launch.

  • Discounted access when each product launches
  • A place in our pilots as they open
  • A direct line to the team building it
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