Saturn

What do they actually do

Saturn sells a SaaS workflow tool for regulated wealth/advice firms. It pulls unstructured client information from meetings and documents into structured client records, then auto‑drafts outputs like meeting notes, suitability letters and review packs. It also runs automated file checks and compliance rules so staff review and sign off rather than write every document from scratch (homepage/solutions).

Firms connect Saturn to their existing back‑office, portfolio and document systems, use it to capture meeting facts and action items, generate drafts, and run firm‑wide compliance checks via its Guardian suite (integrations, data capture, workflow & Guardian). Saturn’s site lists many UK advice firms as customers and claims it works with hundreds of firms and thousands of advisers, with testimonials citing time savings such as 30–45 minutes saved per meeting and around 50% efficiency gains (customers, homepage).

Saturn states client data is encrypted in transit and at rest, supports local data residency, and customer data isn’t used to train their models (security, privacy).

Who are their target customer(s)

• Client‑facing financial advisers: Lose hours after meetings writing notes, suitability letters and review packs; drafts from current tools still need heavy rewrites. Saturn targets that post‑meeting workload with meeting capture and draft generation (homepage/solutions).
• Paraplanners and operations teams: Manual data gathering, file checks and document production create bottlenecks and slow adviser output. Saturn aims to extract meeting facts and automate routine outputs so paraplanners review rather than create every document (solutions/workflows).
• Compliance managers / MLROs: Firm‑wide file checks, meeting observations and audit readiness are manual and inconsistent. Saturn’s Guardian suite centralises checks and surfaces gaps across clients (Guardian compliance suite).
• Small or scaling advice‑firm owners: High per‑client cost to serve and admin overhead limit growth or force expensive hiring. Saturn focuses on cutting cost‑to‑serve by automating admin/compliance to help firms scale operations (company journal; customer claims).
• IT / platform leads at advice firms: Client data is scattered across back‑office, portfolio and document systems; integrations are brittle and one‑way. Saturn emphasises two‑way integrations and data residency/security controls to create a single client record (integrations; security/privacy).

How would they acquire their first 10, 50, and 100 customers

• First 10: Founder‑led pilots with UK advice firms, doing hands‑on integrations into each firm’s stack and proving measurable time savings that convert pilot users into references (integrations, customers).
• First 50: Package onboarding into a fixed‑scope 4–8 week offer, run targeted outbound to midsize firms and at industry events, and publish short case studies quantifying minutes saved per meeting to drive conversions; add a small CS team to run standardized onboarding (customers, Series A roadmap).
• First 100: Layer a verticalized SDR/AE motion (compliance, paraplanning) with channel partnerships among back‑office/portfolio vendors, including partner onboarding kits and rev share; build inbound via workflow guides and webinars on compliant processes to create steady demand (integrations, Series A roadmap).

What is the rough total addressable market

Top-down context:

Global wealth management software is a multi‑billion dollar category; estimates peg the market at about $5.5B in 2024 with double‑digit CAGR to 2030 (Grand View Research; similar sizing from IMARC).

Bottom-up calculation:

Beachhead UK: the FCA reported ~37,381 retail investment adviser posts in 2022 (FCA) and there were ~4,654 directly authorised firms offering retail investment advice in 2023 (NextWealth using FCA data). If Saturn sells at ~£1,200–£2,000 per adviser/year and ~£2,000–£5,000 per firm/year for compliance modules, and reaches 40–60% adoption over time, UK SAM lands roughly in the £30–£70m/year range. Broader TAM grows with expansion beyond the UK and into adjacent wealth/compliance workflows.

Assumptions:

• Pricing is per‑seat for advisers plus a per‑firm compliance module; indicative ranges used for estimation.
• Adoption among UK adviser posts over time is 40–60% in the targetable segment (regulated advice firms with compliance needs).
• Counts of adviser posts and firms use FCA‑reported figures (2022–2023) as a baseline; growth/consolidation effects not modeled.

Who are some of their notable competitors

• Intelliflo: Large UK advice platform/CRM for the adviser lifecycle (onboarding, client data, document workflows). Overlaps on client records and workflow automation but is a broader platform rather than a meeting‑capture/compliance specialist.
• FNZ: Enterprise wealth platform automating back‑ and middle‑office operations (onboarding, trading, reporting). Competes on operational automation but targets larger institutions than typical adviser firms.
• PlannerPal: AI meeting recorder and document generator for IFAs/wealth managers (transcripts, summaries, suitability/review drafts, CRM updates). Direct overlap with Saturn’s meeting capture and draft generation.
• Posterity: “Private AI” tools for financial services including notetaking and automated compliance/admin report generation for advisers. Overlaps on extracting facts from meetings and producing draft outputs.
• Ruleguard: GRC automation platform used by wealth firms for policy controls, monitoring and regulatory workflows. Overlaps with Saturn’s firm‑wide compliance checks (Guardian) rather than meeting capture.