Digital Clipboard raises £145k to automate wealth management onboarding

Advisors in the wealth, insurance, and mortgage sectors use Digital Clipboard Limited to streamline client servicing through an AI-powered platform. The London-based company provides tools for automated onboarding, fact-finding, goal planning, and compliance management. By simplifying the collection of client details into paperless records in real-time, the software is designed to reduce costs by 10x and improve conversion rates.

A recent funding round has added an estimated £145k to the company's balance sheet. This brings the total capital raised in 2026 to £275k, following the £689.8k secured throughout 2025. Documentation for the latest allotment (April) was formally filed in June.

Incorporated in 2013, the business utilizes smart technology that adapts to the specific ways advisors conduct their meetings. Financial records for the year ended 31 March 2025 reported a headcount of three employees, though LinkedIn data suggests the team now consists of seven staff members.