Digital Clipboard secures £90k for advisor servicing platform

Wealth, insurance, and mortgage advisors use Digital Clipboard Limited to manage compliance and streamline workflows through its AI-powered servicing platform. The London-based company, which automates client onboarding, has secured an estimated £90k in its latest funding round.

Founded in 2013, the business addresses the administrative burden of client meetings by simplifying the collection of details into paperless records in real-time. This mobile app adapts to specific meeting structures for fact-finding and goal planning, which the company claims reduces costs by 10x and improves client conversion rates.

Total funding raised during 2026 now stands at £275k, following a 2025 total of £689.8k. While latest accounts for the year ended 31 March 2025 report a headcount of three, LinkedIn data indicates a larger team of seven employees. The company operates the website digitalclipboard.com. Documentation for this recent funding was filed in June (relating to a July 2025 allotment).