In development. The Maxwell app isn’t available yet and previews use fictional data.

Two products for your firm

Maxwell for Clients · In development

Serve the people below your minimum

An app for savers you can’t yet serve profitably, and an adviser view that shows who may need a conversation, with their consent. Find out more
Maxwell.AI Workspace · In development

The admin around advice, drafted for you

Turn each client meeting into a draft file note, fact-find updates, follow-up tasks and an email, for the adviser to review and sign off. Find out more

Become a founding firm.

Founding firms get discounted access to Maxwell for Clients and Maxwell.AI Workspace, and help shape both before launch.

  • Discounted access when each product launches
  • A place in our pilots as they open
  • A direct line to the team building it
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