Hamachi.ai, a California-based WealthTech company focused on AI for regulated financial services, has secured a US patent for technology designed to protect sensitive client data when using artificial intelligence.
US Patent No. 12,641,064 covers Hamachi’s approach to secure, multi-agent AI communications, including technology designed to remove personally identifiable information (PII) and other sensitive financial data before it reaches large language models (LLMs).
The company said the technology is designed for financial advisors and asset managers handling sensitive information including account statements, tax records, trust documents, CRM records and household data.
Hamachi’s architecture can connect to email, CRM and other enterprise systems, retain workflow context, anonymise client information before LLM processing and route tasks to specialised AI agents. It also includes checks for errors and compliance issues, alongside controls for gating, remediation and audit trails.
The company argues that privacy measures such as zero-retention settings alone may not be sufficient for regulated firms, which need to minimise or anonymise sensitive information before it reaches an AI model.
Founded in 2025 by former executives from Orion, Redtail, AdvisoryWorld and Advizr, Hamachi describes its platform as a regulatory-first AI-powered Wealth Intelligence Platform. It combines AI agents, household-level client context, PII anonymisation and compliance controls designed around SEC and FINRA requirements.
Hamachi said the patent is the first part of a broader intellectual property strategy, with further applications covering privacy-focused and compliance-oriented agentic AI systems in wealth management and other regulated sectors.
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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