Ibernia Information

Ibernia is an AI powered financial planning platform built for financial advisors and wealth management professionals. We help advisors bring every part of a client’s financial life into one clear, visual planning experience, including long term cash flow projections, insurance gaps, net worth, inheritance, and more. Our belief is simple. Financial planning should not feel like a spreadsheet exercise. It should feel like a meaningful conversation. Advisors need tools that help them explain complex financial realities with clarity, confidence, and trust. Ibernia is designed around the way advisors actually work. From planning workflows and assumptions to scenario modelling and AI generated insights, every part of the platform is built to make advice faster, clearer, and more relevant. At the same time, the end experience is designed for the client, because better decisions happen when people can truly understand their financial future. We focus on three things: speed, clarity, and a premium user experience. Advisors serve sophisticated clients, and the tools they use should reflect that. Headquartered in the UAE, Ibernia serves financial advisors across European and international markets. We are building a new generation of planning technology that helps advisors deliver more personalised advice and a more client centric experience.