Digital Clipboard secures £130k for AI-driven advisor platform

An estimated £130k has been raised by Digital Clipboard Limited to expand its AI-powered client onboarding and servicing platform. Based in London, the company provides software specifically designed for mortgage, insurance, and wealth advisors to automate workflows and manage fact-finding.

Founded in 2013, the business aims to replace paper-based records with real-time digital documentation. Its technology adapts to individual user meeting styles to handle goal planning and compliance requirements while reducing operational costs.

The latest injection brings the total funding raised in 2026 to £275k, following a total of £689.8k raised throughout 2025. This specific allotment of shares took place in February, with formal documentation filed in June.

While the company's LinkedIn profile lists seven employees, its most recent accounts for the year ended 31 March 2025 recorded a headcount of three staff members.