San Francisco, CA - October 27 - Tandems, an AI-native wealth operating system for financial advisors, today announced the launch of Hamilton, a new AI assistant that can handle up to 80% of a financial advisor’s daily tasks. Hamilton plugs natively into the majority of core systems that its customers use across banking and wealth, unlocks dozens of tools Tandems has custom-built for advisors, and runs on proprietary verticalized AI built on a multi-model architecture. Its Model Harness Optimizer draws on the best capabilities of Claude by Anthropic, OpenAI’s ChatGPT, Microsoft Copilot and Google Gemini. The result is an assistant with an intuitive understanding of the work financial advisors are expected to do every day.
Tandems was founded in 2006, and Hamilton is built from the knowledge it has gained over decades studying the workflow of the more than 5,000 advisors at major financial institutions like Wells Fargo, Scotiabank, Citizens and New York Life who use its platform. Hamilton leverages this deep domain knowledge, understanding the time in an advisor’s day taken up by a multitude of repetitive tasks across legacy systems. It is specifically trained on this work, with a user experience designed for how advisors operate, and going deeper into an advisor’s workflow than competing tools that have largely focused on simple tasks like note taking. It is capable of handling everything from complex, higher-risk workflows around financial planning and portfolio rebalancing through to time consuming client reviews, meeting preparation, proactive client communication, account opening, asset transfer, and paperwork.
“When you dig into AI products for financial advisors today, what you get are largely notetakers. Hamilton actually makes wealth advisors more efficient and more impactful for their clients, rather than summarizing what needs to be done,” said Mike Sha, co-founder and CEO of Tandems. “Hamilton is a core pillar of Tandems’ product vision, leveraging AI to help transform an industry facing a shrinking pool of advisors and an explosion in demand, and giving advisors the financial intelligence they need to provide deeper insight and better client experiences.”
Tandems’ large institutional clients are looking to empower their advisors with modern tools while relying on critical legacy systems in their day-to-day business. Tandems’ platform has been pre-integrated with the major core systems its enterprise clients rely on every day: brokerage (including Schwab, Fidelity, National Financial and Pershing), banking (including FIS and Fiserv), CRM (including Salesforce), and productivity and workflow (Microsoft, Google, Docusign and others). This allows Tandems to integrate and launch with clients in weeks, with minimal client lift, so they see the benefit of tools like Hamilton much faster.
Hamilton turns Tandems’ WealthOS – comprising seven systems and 45 best-in-class tools – into one intuitive assistant, providing banks, insurance companies and large wealth management firms with a safe, enterprise-grade way to deploy AI across their advisor-force. At the core of this is powerful, verticalized AI that is pretrained and optimized for target use cases to complete work with high reliability and accuracy. It has a Model Harness Optimizer that routes each task to the best model and supports all major frontier AI products, including Claude, ChatGPT, Copilot and Gemini, while also allowing customers to connect their own custom models. It provides advisors with a full view of each client across CRM and brokerage systems, adjusts each conversation to the requirements of state AI laws and retains a full audit log of every AI-assisted interaction between an advisor and a client. At a time when AI security and safety are paramount, customers can shut off a single skill, model or all AI activity in real time. Security protections built into WealthOS also guards against data leakage, prompt injection and exfiltration, and can detect and shut off prohibited use cases.
Since announcing its new WealthOS in September 2025, Tandems has seen a positive reception for this new evolution of its product, with strong demand from new customers and increasing product penetration with existing major clients. It currently has $80 billion in assets and 2.7 million accounts on its platform.
Hamilton is now generally available to existing and new Tandems customers. For more information visit its company website.
About Tandems
Tandems is redefining financial services. It builds intelligent solutions that reimagine how advice is delivered, how institutions operate, and how expertise is unlocked at scale. Its AI-enabled platform empowers advisors, bankers, and agents with deeper insights, personalized recommendations, and more time to focus on guiding clients through life’s most important decisions. It is pioneering Finance With Intelligence, where technology amplifies human impact instead of replacing it. Founded in 2006, Tandems partners with leading financial institutions in the U.S. and Canada, serving more than 2.7 million accounts and 5,000 advisors on its platform. Follow Tandems on LinkedIn and learn more at tandems.ai.
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