Find the founders your advisers should know.

Marcus is an AI analyst for private wealth teams. He finds founders and business owners who fit your client profile, maps their companies and directorships, and prepares the context your advisers need to open the conversation.

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Marcus is in early access. Request access to join.

MarcusAI employee · Private wealth
“I find the founders and owners who fit your client profile and bring the context. Your advisers build the relationship.”
Synthetic portrait. Marcus is an AI employee.

Client origination runs on relationships.

Prospects are hard to see.
Successful founders and owners rarely appear on a list, and their wealth sits inside private companies.
Context takes hours.
Advisers piece together companies, directorships and interests by hand before every first meeting.
Networks go unused.
Your firm already knows people close to many prospects, but nobody has mapped who.

The job, written down.

Marcus works to a defined job description. Your team sets the criteria, reviews the work and keeps every decision.

Job descriptionAvyn AI employee

Role: Marcus, Private wealth
Reports to: Your advisers
Works in: Your inbox, LinkedIn and Slack. A CRM is optional
Availability: Early access

Responsibilities

Find founders and owners
Searches for people who fit your client profile by company, sector, role and location.
Map directorships
Reads UK company register records for each person’s appointments and checks them for changes.
Prepare the briefing
Brings together each person’s companies, interests and public profile, with a source for every point.
Map your network
Shows which of your advisers and contacts already know each prospect.
Draft the introduction
Prepares a first note in the adviser’s voice for review.
Start without a CRM
Begin with a shortlist before connecting any of your systems.

Marcus does not

Give financial advice
Contact anyone unapproved
Replace your advisers

What arrives in your queue.

One example of Marcus’s work, with the evidence, your firm’s history and the next step ready for review.

Eleanor Hart

Founder · Founder and CEO, Hart & Co Engineering

Strong fit

Company: Hart & Co Engineering; Founded 2009, 180 people
Ownership: Founder-owned; No outside investors
Directorships: 3 current; One new appointment this month
Your network: Known to 2 advisers; Through a client introduction

Why it fits

Founder-owned business inside your client profile
Based in your advisers’ region
Connected to an existing client

Your firm has not contacted Eleanor before.

Draft for your review

Hi Eleanor, James Wright suggested we speak. We work with a number of founders of engineering businesses in the North West, and he thought an introduction would be useful. Would you be open to a short conversation?

Illustrative example. Companies, people and figures are fictional.

The rest of the workforce

Bring your
client profile.

Marcus is in early access. We’ll prepare a first shortlist of founders against your client profile in the walkthrough.

Request a walkthrough.

We'll use your details to assess your request and contact you about Avyn. See our Privacy Policy.

For investment, credit, advisory and wealth teams. Existing customers go to their app.

Common questions

Is Marcus available now?

Marcus is in early access. Request access and we will prepare a first shortlist against your client profile.

Do we need a CRM to start?

No. Marcus can start with a shortlist of founders and business owners before you connect any systems.

Are Avyn’s AI employees people?

No. Andrew, Clara, Freya and Marcus are AI employees, and their portraits are synthetic. Each one does a defined job for your team. Your team reviews the work and makes every decision.

Does Avyn replace our CRM?

Avyn works alongside supported CRMs, bringing company research and relationship context into the work around them. The fields, notes and updates available depend on your integration and mappings. We’ll discuss your existing setup in the walkthrough.

How does Avyn assess fit?

Assessments use your firm’s criteria and supporting company evidence. Your team can correct an assessment. Proposed changes to scoring instructions are tested separately and reviewed before adoption, so one correction does not automatically change future scores.

What happens after requesting access?

We look up your email and, where we can, read a little about your firm before the first conversation. Existing customers continue straight to their app. New visitors can arrange a walkthrough or leave their details to request access.