AI Operating System for Wealth Management

Domain-specific AI OS for Wealth Managers, Private Banks, Asset Managers & Advisers

Just like Windows was the OS for PCs and Android for smartphones, WealthAi is the AI OS for modern wealth management.

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The WealthAi Assistant is an Agentic Front-End, a dynamic AI-powered user interface that acts like an intelligent co-pilot, not just executing commands, but reasoning, adapting, and taking initiative to help users achieve complex goals.

  • Delegate complex tasks in natural language: receive results and complete tasks in seconds in a single UX

  • Connect multiple sources and services, connecting to both internal systems and services via the MarkPlace streamlining your workflows, improving accuracy and boosting productivity

  • Packaged to your user persona whether a Relationship Manager, Portfolio Manager, Compliance Officer or Operations Manager

  • Works with you, understanding your work patterns, preferences and role

  • Enables greater productivity, better performance and helps build your brand

The WealthAi MarketPlace: a unique ecosystem of best-in-class curated Partners delivering Apps & Services

Pre-integrated and modular for every user

MDOTM Sphere the AI platform Application for Portfolio Optimisation

WealthKernel powering digital investing

Axyon uncovering investing opportunities with AI

ROYC building the future of private markets

PlannerPal AI enabled client engagement

Morningstar for data

TBA for Digital Asset Trading & Custody

MDOTM for AI-driven Portfolio Commentary

WealthAi Use Cases

  • Relationship Managers can focus on building client relationships and delivering a truly personalised service, cover more clients with better outcomes

  • Portfolio Managers can deliver personalised portfolio strategies

  • Compliance Officers can support ad-hoc business and client queries and monitor activity with active tracking and alerts

  • Operation Managers can orchestrate and communicate across service providers, e.g. custodians utilising a range of protocols

About WealthAi

Our story

WealthAi was founded in 2023, we are building the leading AI Operating System designed for Wealth Managers,Family Offices, Private Banks and Asset Managers.

Our Vision

To build the AI-native OS platform that modernises how wealth firms work, so they can scale smarter, serve better, and lead with confidence in an AI-driven future.”

Our mission

To lead the responsible adoption of AI across wealth management, setting new standards in usability, performance, and trust.”

Team

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.

jason@wealthai.tech

Paul Jones

Paul Jones

CTO & Head of AI
Co-Founder

Experienced tech entrepreneur with a track record for delivering new platforms in wealth management and portfolio analytics. Expert in AI and data & analytics in financial markets.

pauljones@wealthai.tech

Paul de Gruchy

Paul de Gruchy

Head of Legal & Compliance
Co-Founder

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.

paul@wealthai.tech

Our partners

We’ve partnered with these best-in-class app and service partners

MDOTM is the leader in Analytical and Generative AI investment solutions for asset and wealth management, trusted by CIOs, Portfolio Managers, and Investment & Advisory teams.

This technology helps build and rebalance portfolios at scale and automates client reporting and portfolio commentaries using AI.

PlannerPal’s award winning software automates the creation of client meeting summaries and draft documents, allowing advisers to respond quickly to clients and focus on high-value tasks. This efficiency is further bolstered by improved data capture, enhancing the effectiveness of CRM systems. By streamlining administrative tasks such as documentation and record management PlannerPal enables advisers and their teams to focus on growth, high-impact activities, and secure AI-powered client data management.

Embedded within the WealthAi platform, WealthKernel provides the investment infrastructure, over API, for companies looking to provide custody and execution services for their clients.
WealthKernel enables wealth managers and family offices to create the accounts and financial products they need quickly and seamlessly, from ISAs and SIPPs to investment accounts for HNWIs and institutions.

Register your interest

WealthAi is an AI-native infrastructure platform designed for Wealth Managers, Family Offices and Asset Managers. To schedule a demo and discuss how we can enable your business please connect here