Obsidian is an AI-powered meeting notes platform built specifically for financial advisers. It helps you run meetings, generate structured notes, draft follow-ups, and manage client work – all within one secure system.

Obsidian was built by a team that sits at the intersection of two worlds. On one side, engineers who spent their careers building institutional-grade technology at BlackRock, JP Morgan, and Revolut. On the other, senior leaders from Parmenion, Curtis Banks, and Mattioli Woods who bring decades of hands-on experience in wealth management compliance and operations.

Security is enforced by default - it’s foundational to how Obsidian operates. • Mandatory two-factor authentication for all users. • Data encrypted both in transit and at rest. • Role-based access controls for fine-grained permissions. • Controlled infrastructure managed directly by Obsidian. • Built on the same infrastructure that will host our custodian. • Independently audited through regular vulnerability testing. • Aligned with industry standards including SOC II. Obsidian’s security architecture ensures that client data remains protected at every level. From infrastructure to user access.

All data is retained within Obsidian’s controlled infrastructure. Unlike many AI providers, we do not send client data to third-party AI vendors for processing. Our technology is built in-house, and your firm’s data remains within our secured environment. There is no data leakage into public AI systems.

No, Obsidian integrates directly with your system audio - meetings are detected automatically and captured invisibly. Your clients see you, not a notetaker.

Yes. By default, all meeting transcripts and recordings can only be viewed by the adviser who recorded the meeting. Additionally, role-based access is also available.

Your data remains yours. We provide structured data export options so your firm maintains control and continuity. There is no lock-in of your underlying client records.

Obsidian is built entirely in-house with minimal reliance on third-parties. This means our operating costs are a fraction of legacy providers - so we can deliver a superior product without passing inflated costs on to you. For firms that need custom workflows, tailored onboarding, or advanced configuration, we offer a paid tier designed around how your firm actually operates. Get in touch to learn more.

Obsidian connects with over 25 leading apps and platforms, including Outlook, Gmail, OneDrive, Intelliflo, Salesforce, and major platforms like Transact, Quilter, and 7IM, to centralise your client and meeting data in one secure place.