Loading organizations...

§ Private Profile · London, United Kingdom
Compliance and back office workflows for Wealth Managers.
Saturn has raised $15.8M across 2 funding rounds.
Key people at Saturn.
Saturn was founded in 2023 by Michael Ettlinger (Founder) and Amal Jolly (Founder/CEO) and Rohit Vaish (Founder).
Saturn has raised $15.8M in total across 2 funding rounds.
At Saturn, our mission is to make financial peace of mind more accessible by building the best operating system for wealth managers.
Wealth and Asset Management is one of the world’s highest revenue-generating industries, yet it remains painfully inefficient. The sector relies heavily on disjointed legacy systems, manual human tasks, and a complex web of intermediaries, all of which increase costs.
Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients.
Today, Saturn supports over 200 firms globally that manage more than £35bn in assets under management (AUM) and over 200,000 clients.
As the industry grows, it faces massive operational challenges like bad tech, advisor retirements, regulatory pressure, an increased cost base, and transformational opportunities like great intergenerational wealth transfer and changing consumer needs.
Saturn aims to be at the forefront of this transformation, driving the future of wealth management.
Saturn was founded in 2023 by Michael Ettlinger (Founder) and Amal Jolly (Founder/CEO) and Rohit Vaish (Founder).
Saturn has raised $15.8M in total across 2 funding rounds.
Saturn's investors include Singular, 7BC Venture Capital, Atomico, Firstminute Capital, Tom Blomfield, Shapers, Y Combinator, Zeno Ventures, Sora Ventures, 6th Man Ventures, Asymmetric, Jenny Fielding.
Key people at Saturn.
Saturn has raised $15.8M across 2 funding rounds. Most recently, it raised $15.0M Saturn AI - Series A in October 2025.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Oct 1, 2025 | $15M Series A | Singular | 7BC Venture Capital, Atomico, Firstminute Capital, TOM Blomfield, Shapers, Y Combinator, Zeno Ventures | Announced |
| Feb 1, 2024 | $800K Seed | Sora Ventures | 6TH MAN Ventures, 7BC Venture Capital, Asymmetric, Jenny Fielding, Scott Hartley, Fenbushi Capital, Mparticle, Multicoin Capital, OAK HC/FT, Operator Collective, Pantera Capital, Rubicon VC, Arash Ferdowsi, Balaji Srinivasan, Hari Lakshmanan, Jennifer Wolf, John Fontein, MAX Mullen, Dillon Healy, Jamie Mcavity, JOE Mccann, Kamran Iqbal, CMS Holdings, Cricket Futures, Kdot, Silvermine Capital / Osprey Capital | Announced |
Saturn is an AI-powered operating system designed to automate compliance and back-office workflows specifically for wealth managers. Its platform streamlines investment research, operational tasks, and regulatory compliance, enabling wealth managers to save over 50% of the time typically spent on these manual processes. This efficiency allows wealth managers to focus more on client engagement and growth, ultimately making wealth management services more scalable and accessible. Saturn targets wealth management firms facing operational inefficiencies due to outdated systems, increasing regulatory demands, and rising costs, positioning itself as a transformative solution in the wealth management industry[1].
Separately, there is a distinct entity named Saturn Wealth, a financial advisory firm based in Gilbert, AZ, which provides personalized wealth management and financial planning services to individuals and families. Saturn Wealth focuses on guiding clients through the accumulation, preservation, and distribution phases of investing, emphasizing unbiased advice, education, and tailored financial solutions aligned with clients’ goals[2][3][4].
---
Saturn, the AI platform, was founded by Michael, Rohit, and Amal with the mission to make wealth building more accessible by enhancing the efficiency and scalability of wealth managers. The founders identified that manual compliance and back-office tasks drain significant time and resources, limiting wealth managers’ ability to grow their client base and improve service. Their solution leverages AI to automate these processes, addressing a critical pain point in the wealth management industry and aiming to lead its digital transformation[1].
Saturn Wealth, the advisory firm, has been in business for over 13 years and is led by Charisse Mackenzie, an Accredited Investment Fiduciary Designee and CEO. The firm’s approach emerged from a commitment to provide objective, unbiased financial advice and education to clients at all stages of planning. Charisse developed the RING Retirement System™, a proprietary framework for retirement planning, reflecting the firm’s focus on personalized, goal-oriented financial strategies[2][6].
---
*Saturn (AI Platform)*
*Saturn Wealth (Advisory Firm)*
---
Saturn’s AI-driven platform rides the wave of digital transformation and automation in financial services, particularly in wealth management. The timing is critical as the industry faces growing regulatory complexity, a significant wealth transfer between generations, and increasing demand for personalized, scalable financial advice. Traditional systems are often outdated and inefficient, creating a market ripe for AI-powered solutions that reduce costs and improve compliance. By automating back-office workflows, Saturn not only enhances operational efficiency but also democratizes access to wealth management by enabling advisors to serve a broader client base effectively[1].
Saturn Wealth, as a traditional advisory firm, operates within the broader trend of personalized, fiduciary-driven financial planning that emphasizes education and client empowerment. While not a tech platform, it reflects the ongoing demand for trustworthy, transparent financial advice tailored to individual life stages and goals[2][3].
---
For Saturn (AI platform), the future likely involves expanding its AI capabilities to cover more aspects of wealth management, integrating with other financial technologies, and scaling its user base among wealth managers seeking digital transformation. Trends such as increasing regulatory scrutiny, demand for personalized client experiences, and the wealth transfer to younger, tech-savvy generations will shape its growth trajectory. Its influence could extend beyond compliance automation to become a central operating system for wealth management firms[1].
Saturn Wealth’s outlook involves continuing to deepen client relationships through education and personalized planning, potentially incorporating more digital tools to enhance client engagement. As financial planning becomes more complex, firms like Saturn Wealth that emphasize fiduciary responsibility and client-centric service will remain vital in the ecosystem[2][3].
Both entities, though distinct, contribute to the evolving wealth management landscape—one through cutting-edge AI automation and the other through trusted, personalized advisory services.