Hamachi and Modelist Partner to Deliver AI-Powered Portfolio Intelligence to Advisors

Integration brings dynamic, model-driven investment insights directly into advisor workflows through specialized AI bots

ENCINITAS, Calif.--(BUSINESS WIRE)--Hamachi.ai (“Hamachi”), a regulatory-first, AI-powered Wealth Intelligence Platform built for investment advisors and asset managers, today announced a strategic partnership with custom model portfolio provider Modelist to deliver AI-powered portfolio intelligence to registered investment advisors (RIAs).

The partnership enables Modelist to bring its custom model portfolio insights directly into the Hamachi platform through specialized AI bots, giving advisors a faster, more interactive way to access investment perspective and portfolio strategy.

Through the integration, Modelist will make Hamachi available to its RIA clients while launching purpose-built AI bots trained on its proprietary model portfolios and investment approach. These bots allow advisors to engage dynamically with portfolio positioning, market outlooks and underlying investment rationale within a workflow designed specifically for wealth management.

The partnership is designed to make portfolio intelligence more accessible, actionable and embedded in advisors’ day-to-day workflows. Rather than relying on static commentary, PDFs or fragmented tools, advisors can interact directly with Modelist’s investment thinking in real time, improving both efficiency and client communication.

“For advisors, the challenge is not access to information. It’s turning that information into clear, timely insight they can use with clients,” said Mike Wilson, co-founder and chief executive officer of Hamachi. “By partnering with Modelist, we are embedding high-quality portfolio intelligence directly into the advisor workflow, enabling faster decisions, stronger conversations and a more scalable way to deliver investment expertise.”

Advisors will be able to access the integration directly within the Hamachi platform at no added cost, where users can engage with Modelist bots tailored to the firm’s custom model portfolios. This creates a seamless, AI-powered experience for exploring portfolio construction, understanding market dynamics and supporting client-facing discussions.

“Advisors rely on timely, high-quality portfolio insight to guide client decisions,” said Joe Mallen, chief executive officer of Modelist. “This partnership brings our investment thinking to life in a more dynamic and accessible way, helping advisors engage more deeply with the portfolios they use and communicate that value more effectively to clients.”

For the broader industry, the partnership reflects a shift toward more intelligent, on-demand delivery of investment knowledge. By moving beyond static content and siloed systems, the integration introduces a more modern model for activating portfolio insights at the point of need—supporting better-informed advisors and more consistent client outcomes.

Register HERE to join Hamachi and Modelist for a live webinar on Tuesday, May 26 at 1:00 PM ET, to learn how AI-powered agents can help advisors access, explain and activate custom model portfolio insights directly inside their workflow.

To learn more, explore hamachi.ai.

About Hamachi:

Hamachi.ai is a regulatory-first, AI-powered Wealth Intelligence Platform built for investment advisors and asset managers. By combining expert-trained AI agents, household-level context, and a unified multi-layer compliance architecture with SEC/FINRA guardrails and PII redaction, Hamachi enables firms to deliver precise, timely, and compliant insights at scale. The company was founded in 2025 by fintech veterans from Orion, Redtail, AdvisoryWorld, and Advizr. Visit hamachi.ai to learn more.

About Modelist:

Modelist provides custom model portfolios and investment solutions designed to help fiduciary financial advisors deliver consistent, high-quality experience for clients. By combining portfolio expertise with a modern delivery approach, Modelist supports advisors with actionable insights, market perspective and scalable investment strategies. Learn more at modelist.me.