At AImUp, we believe financial planning should be as unique as the people it serves. We empower financial institutions and advisors with AI-driven tools that deliver hyper-personalized financial life planning at scale. By combining advanced data intelligence with human insight, we help businesses guide their clients toward smarter decisions, stronger outcomes, and a more confident financial future.
We are a team of consultants helping financial institutions embed AI-driven life planning into their business. Our role is to guide you in building seamless, personalized solutions that fit your clients’ needs and your organization’s goals. From strategy to implementation, we ensure that hyper-personalization becomes an integrated part of your offering — practical, scalable, and impactful.
Through our asset management partners and advanced automation, AimUp enables you to deliver comprehensive financial solutions to your clients with maximum efficiency.
With AimUp, financial well-being becomes a structured, guided journey. Partner with us to enhance your client offering and build a future where financial goals and strategic outcomes are seamlessly aligned.