Best in class AI

Bespoke AI for elite Wealth Managers and Private Banks

Your data + your AI + your platform

Faster growth + higher margins + happier clients

"You’d think it’s my birthday given how happy I am with the product you’ve created."

"The SMART objectives feature in Palindrome is a game-changer. It flags gaps, suggests questions, and helps turn goals into measurable outcomes we can track in the client’s plan."

"I couldn't log in earlier because of an old password — it made me genuinely panicky. That’s how useful Palindrome is to my daily work."

"I can't express how positive I feel about working with Palindrome. The team is quick, dynamic, and refreshingly responsive — it’s rare to see that level of speed and care."

"I used the AI software with a client yesterday and I was SO impressed by the level of detail and intelligence in the summary — especially after a two-hour meeting that went in all directions. The email recap was brilliant for a new client."

"I run every meeting recording through Palindrome to update the fact find and generate a recap for Xplan. It captures everything — even in 2-3 hour meetings — and adds valuable context we’d otherwise miss."

"You’d think it’s my birthday given how happy I am with the product you’ve created."

"The SMART objectives feature in Palindrome is a game-changer. It flags gaps, suggests questions, and helps turn goals into measurable outcomes we can track in the client’s plan."

"I couldn't log in earlier because of an old password — it made me genuinely panicky. That’s how useful Palindrome is to my daily work."

"I can't express how positive I feel about working with Palindrome. The team is quick, dynamic, and refreshingly responsive — it’s rare to see that level of speed and care."

"I used the AI software with a client yesterday and I was SO impressed by the level of detail and intelligence in the summary — especially after a two-hour meeting that went in all directions. The email recap was brilliant for a new client."

"I run every meeting recording through Palindrome to update the fact find and generate a recap for Xplan. It captures everything — even in 2-3 hour meetings — and adds valuable context we’d otherwise miss."

"You’d think it’s my birthday given how happy I am with the product you’ve created."

"The SMART objectives feature in Palindrome is a game-changer. It flags gaps, suggests questions, and helps turn goals into measurable outcomes we can track in the client’s plan."

"I couldn't log in earlier because of an old password — it made me genuinely panicky. That’s how useful Palindrome is to my daily work."

"I can't express how positive I feel about working with Palindrome. The team is quick, dynamic, and refreshingly responsive — it’s rare to see that level of speed and care."

"I used the AI software with a client yesterday and I was SO impressed by the level of detail and intelligence in the summary — especially after a two-hour meeting that went in all directions. The email recap was brilliant for a new client."

"I run every meeting recording through Palindrome to update the fact find and generate a recap for Xplan. It captures everything — even in 2-3 hour meetings — and adds valuable context we’d otherwise miss."

Faster growth

Powerful growth drivers and revenue streams

All teams across the organisation spend significantly less time on administration, allowing more focus on deepening client relationships

Cross-functional efficiency creates capacity for business growth without additional headcount

Significantly less time spent on admin, allowing for more focus on growing share of wallet

Higher margins

Transformative operational efficiency across all workflows

Rethink the annual client review process, automating all non-client facing aspects, end to end

Generate any client documentation instantly, from meeting notes to suitability reports

Automate client file review for reduced risk, ensured compliance, and significant time savings

Happier clients

Exceptional Client Experiences and Deeper Relationships

Seamless data integration eliminates organisational silos, providing a 360° view of clients that enables better service and retention

Radically reduced response times and superior client engagement

Insights that enhance client relationships and financial outcomes

Impact

Palindrome eliminated manual admin across the annual client review workflow. It reduced key post-meeting workflows to less than five minutes, used pre-meeting insights to improve client engagement, and increased share of wallet.

“What Palindrome's given us will already save me a month a year.”

$10bn+ PE backed roll-up

Improved compliance quality and adviser productivity by automating documentation for post-meeting reviews. Enhanced regulatory readiness through automated Consumer Duty assessments and suitability letters.

“Saves me hours of admin after every single meeting.”

$2bn elite UK Wealth Manager

Streamlined onboarding by embedding AI into core compliance processes. Automated Source of Wealth reviews and documentation checks, aligned to enterprise-specific standards and governance.

“Achieved 25% reduction in onboarding admin time, significantly improving efficiency and reducing manual effort”

Leading Blue-chip wealth manager and Private Bank

Our Product

A purpose-built platform that integrates, adapts, and scales with your organization.

001.

Your Data

Deep wealth management and private banking-specific connectors unlock seamless integration with your existing systems, bringing together client information, documentation, and insights from across your organisation.

002.

Your AI

Agentic intelligence that fits your processes, approach, and templates – the AI adapts to how you work, not the other way around.

003.

Your Platform

One integrated platform under your brand, delivering a cohesive experience that reinforces your identity while providing powerful capabilities to every team member.

Impact and Case Studies

Enterprise Grade

Palindrome is built to the highest security standards, so your firm's data is always secure. Benefit from comprehensive security accreditations, expert-advised protocols, and complete cloud-based data segregation.

Deploying within your own cloud

An option for our customers, providing flexibility while maintaining rigorous security standards.

Globally Certified and Compliant

SOC 2 Certified

GDPR Certified

ISO 27001 Standard

ISO 42001 Standard

Coming Soon

Founders

Ed and Vinit are redefining wealth management by combining deep financial expertise with world-class AI engineering.

Ed Beckett

Co Founder

Ed has extensive experience in Financial Services, having worked at banks and hedge funds across top institutions in the UK, US, and India.

He holds an English Literature degree from Oxford University and an MBA from Harvard. At Bridgewater Associates, Ed became deeply interested in AI’s potential to transform traditional industries.

Over the next decade, he partnered with, invested in, and led AI companies focused on real-world impact as Chief Strategy Officer and VP of Product at Peak AI, he scaled cross-functional teams, drove enterprise adoption, and helped expand internationally.

At Palindrome, Ed leads product and commercial strategy, combining his finance and AI expertise to reimagine the systems that underpin modern wealth management

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Vinit Gela

Co Founder

Vinit began his career at the frontier of robotics and AI, contributing to the development of one of India’s first autonomous robots. A graduate of BITS Pilani, he has since led the deployment of large-scale machine learning systems across retail, manufacturing, pharmaceuticals, and—most recently—financial services, including models powering some of India’s largest private banks.

His core strength lies in translating AI into real business impact. Whether building predictive systems or intelligent platforms, Vinit focuses on making AI useful—intuitive, scalable, and grounded in solving real problems.
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At Peak AI, he led the India AI division and partnered with Ed on enterprise rollouts. Today, as co-founder of Palindrome, Vinit leads the engineering team in India, bringing cutting-edge AI to the wealth management space with performance, security, and scale at its heart.

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Experience the future of wealth management