The AI operating system | built for wealth management.

One intelligent platform that unifies your data, automates your workflows and gives every person in your firm more time to do what matters.

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Backed by Fuel Ventures and Founders Factory. Trusted by Private Banks, Family Offices and Wealth Managers.

Our mission is our client’s mission

I’ve spent 35 years in this industry. I’ve watched it change beyond recognition — and in some ways, not change nearly enough.

The firms that thrive are the ones that find ways to give their people more: more time, more clarity, more confidence in the decisions they make on behalf of their clients. That has always been true. What’s changed is how possible it is now.

AI for wealth management is inevitable. The way it is implemented is not.

By 2030, the number of family offices is expected to exceed 10,000, representing nearly $3 trillion in assets. The global number of wealth management firms will surpass 56,000. The workforce will grow to more than 1.5 million people. The industry is expanding faster than the infrastructure holding it together.

One in three wealth management professionals currently relies on ten or more separate systems in their daily work. They are not short of data. They are short of time to do anything useful with it.

Nobody needs another bolted-on tool. What this industry needs is an operating system — one that connects what already exists, brings intelligence to every role, and gets out of the way.

That is what WealthAI is.

Our platform connects to your existing systems and data, gives every person in your firm their own intelligent assistant, and puts a network of specialised AI agents to work across investment, compliance, research and operations — continuously, accurately and with a full audit trail.

Through the WealthAI MarketPlace, clients can access best-in-class providers including Morningstar, Capital Economics, MDOTM and Axyon. Our data layer connects to 250+ custodians and banks. Implementation takes weeks, not months.

Our team has worked inside Private Banks, Asset Managers and Family Offices. We understand what’s at stake — for the firms, for the advisors and for the clients they serve. We built WealthAI because we knew what good could look
like, and we knew the tools to get there didn’t yet exist.

They do now.

WealthAi Assistant is a dedicated AI powered assistant for every employee

  • In-built intelligence

  • In-built compliance

  • Connected to your tools and data

  • Fast & accurate orchestration and automation of tasks to save you time

  • Power without complexity. Invisible technology. Simple to use.

  • All seeing. All connected.

WealthAi OS is defining wealth management

Experience Layer

WealthAi Assistant

Role-aware workspace App for Advisors, Investment Managers, Compliance & Operations, with intelligent search, dashboards, data vault, reporting, communications; turns requests into policy-governed actions with audit trails.

WealthAi MarketPlace

Pre-integrated Apps & Services from curated best-in-class Partners allowing clients to subscribe with ease.

Control Plane

Agents

Specialised Agents for wealth workflows combining LLM reasoning with deterministic tools and rules to execute end-to-end tasks safely.

Orchestration Layer

Routes work across agents/models/tools, enforces policy, manages state/context, supports human approvals, and produces immutable audit logs + telemetry for compliance and continuous improvement.

Data & Context Plane

Data Management

Aggregates client and market data across all sources: connecting to over 250 custodians and banks, market data providers.

API Hub

A governed connector layer that lets WealthAi act across existing systems (email, CRM, PMS & Back-Office) and third parties (custodians, banking). Includes templates + integration accelerators delivered with FDE support

Runtime & Security

Managed Infrastructure

Secure multi-tenant runtime with encryption running on Microsoft Azure, supports multi-model routing and safe deployment patterns

We are obsessed with users and solving problems for our clients

“By using AI to interrogate unstructured data, WealthAi has the potential to revolutionise compliance monitoring and risk management, saving an incredible amount of time spent manually searching for key data or using sample based monitoring.”

Philip Dench – Head of Risk & Compliance

“We believe AI has the power to revolutionise our industry but we are already seeing disjointed applications with sales from multiple single agents and providers. Working with WealthAI we believe the real power is integrating solutions in to the heart of our client service and delivery so that AI is at the core, driving real time efficiency and productivity.”

James Wetherall – COO Affinity

“WealthAi will help transform the Wealth Management industry as AI helps drive a new era in performance. Already, we can see the direct benefits of AI supporting our business in terms of how we can attract new clients and grow our AUA”

Rob Reoch – NCC

WealthAi is the AI OS for Private Banks, Wealth Managers, Advisors and Family Offices.

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MarketPlace

The WealthAi MarketPlace offers a range of best-in-class services from curated partners who are proven specialists.

The following are partners who are available via the WealthAi MarketPlace on a pre-integrated simple subscription:

  • Funds data
  • Alternative Investments platform
  • Portfolio construction and commentary
  • Data management and aggregation conecting to over 200 custodians
  • Digital asset trading and custody services
  • Investment strategies and quantative analysis

The leading AI OS for
Wealth Managers

Investors

Founders

Jason Nabi

Jason Nabi

Founder & CEO

Successfully built and scaled several fintech & regulated platform businesses and has extensive experience in building teams and turning ideas into market leading platforms.

Industry expert in WealthTech and FinTech.

LinkedIn

Paul de Gruchy

Paul de Gruchy

Co-Founder & COS

Commercial and regulatory lawyer with 25 years' experience in the wealth management industry. Senior roles in policy development at the financial services regulator and as head of legal for an offshore global bank before being director of an infrastructure company from launch to FTSE 250 status.

WealthAi is founded by executives and technlogy leaders with decades of experience of deep domain expertise is wealth management, AI and enterprise systems.

Ready to see what it looks like in your firm?

Book a 30-minute demo and we’ll show you exactly how WealthAI works across your specific use case — whether that’s compliance, client intelligence, portfolio oversight or operational efficiency.