Hamachi.ai, a California-based WealthTech company focused on artificial intelligence for regulated financial services, has secured a US patent for technology designed to protect sensitive client information before it is processed by AI models.
US Patent No. 12,641,064 covers the company’s approach to secure, multi-agent AI communications, including technology that removes personally identifiable information (PII) and other sensitive financial data before it reaches large language models (LLMs).
The technology is aimed at financial advisors and asset managers working with sensitive information such as account statements, tax records, trust documents, CRM data and household-level client information.
Hamachi said its architecture connects with email, CRM platforms and other enterprise systems while retaining workflow context and anonymising client information before it is sent for LLM processing. Tasks can then be directed to specialised AI agents, with the system also designed to identify errors and potential compliance issues and maintain controls around gating, remediation and audit trails.
The company said traditional safeguards such as zero-retention settings may not go far enough for regulated firms, which need to control sensitive information before it reaches an AI model in the first place.
Hamachi describes its platform as a regulatory-first AI-powered Wealth Intelligence Platform, combining AI agents, household-level client context, PII anonymisation and compliance controls designed around SEC and FINRA requirements.
The company was founded in 2025 by FinTech executives with backgrounds at Orion, Redtail, AdvisoryWorld and Advizr.
Hamachi said the newly granted patent represents the first stage of a wider intellectual property strategy, with additional applications covering privacy-focused and compliance-oriented agentic AI systems across wealth management and other regulated industries.
Hamachi.ai chief executive Mike Wilson said, “AI is going to transform wealth management, but the industry needs a safer default. Account statements, tax forms, trust documents, CRM records and portfolio data should not be casually uploaded into general-purpose LLMs. Sensitive client data should be protected before the model ever sees it. This patent reflects the architecture we have been building from day one: privacy-first, compliance-aware and purpose-built for the way advisors actually work.”
United Planners chief technology and security officer Aaron Spradlin said, “As a financial services firm, we are excited about the productivity potential of AI, but we also have to be thoughtful about client privacy, supervision and regulatory expectations. Hamachi’s approach resonates because it is not asking advisors to choose between innovation and control. It is bringing AI into advisor workflows with the privacy and compliance architecture firms like ours need.”
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