Give your team the | AI [advantage]

WealthAi adds a unified layer of intelligence to fragmented tools and scattered data – giving every person in your firm the power to make faster, better decisions.

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

An operating system built for the future of wealth management

Deliver AI impact fast

Skip the 12-month systems project. Plug in our intelligent OS, deploy off-the-shelf AI agents for every role, and start seeing results in days, not months.

More time for what matters

Reduce hours spent on meeting prep, client notes, quarterly reviews and compliance firedrills. Win time back for the high value work you are known for.

Compliance that never sleeps

Surface risks before they become a problem with always-on AI monitoring that reviews all of your data – all of the time.

Avoid shadow AI sprawl

Equip teams with secure, well-governed, integrated AI – that is built for wealth management.

Future-proof your business

Our model agnostic architecture isn't tied to any single LLM. As the landscape evolves, your platform evolves with it - optimised, flexible and resilient with no lock-in.

Redefining value

Access the same AI capability as the largest institutions — one platform, for every role, without the enterprise price tag.

We’re here to help you unlock the promise of AI.

Having spent 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 quickly technology is now accelerating that ambition.

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

The global wealth management industry – and asset pool – is growing at pace. By 2030 the number of family offices is expected to exceed 10 000 and global investable wealth is projected to exceed $480 trillion. PwC expects mass-affluent and high-net-worth segments to drive roughly two-thirds of future investable wealth growth. But wealth management runs on legacy systems designed and built decades ago that increase in cost-to-run every year and trap users in manual processes, endless cross-checking and spreadsheets. In short, the industry is expanding faster than the infrastructure holding it together.

At WealthAi, we believe that a fully integrated, intelligent layer (a “closed loop”, not a stack of bolted on AI tools) is the only way to transform operations for wealth managers in a sustainable way – that gives every role the power to make faster, better decisions.

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.

Our team has worked inside Wealth Managers, Private Banks, Asset Managers and the world’s leading technology platform providers. We understand what’s at stake — for firms, for advisors, compliance teams, for operations and for the clients they serve. We built WealthAi inspired by the knowledge that those who harness this transformative technology will gain an undeniable advantage.

Jason Nabi (Founder)

WealthAi gives private banks the AI enterprise capability without the enterprise build timeline.

  • Meeting prep in minutes not hours
  • Form filling auto-populated from the client file and automated meeting note taker
  • Upsell and cross-sell triggers identified continuously across the book — not just at quarterly review.
  • Compliance agents that monitor 100% or your data 100% of the time.

Book a demo today

“WealthAi offers the enterprise grade AI and capabilities designed for a Private Bank with all the security and data protection but in an easy to use platform”

Marco Jwad
Head of Fintech Strategy & Digital Initiatives, Mediobanca

WealthAi simplifies everyday tasks and reduces manual processes - saving teams hours a week.

  • Live Client File continuously refreshed by the meeting note taker
  • Form filling seamless and automated
  • Always-on monitoring across 100% of your data
  • Inspection-ready evidence, with full audit trail

Book a demo today

“WealthAi is like hiring a CTO — without the overhead”

Jeremy Steinson
Patronus Partners

WealthAi offers a single, governed view of every position across all custodians and asset classes

  • Complete visibility across public and private markets; connected across all custodians
  • Dynamic dashboards and reporting reconciled real-time and ready for review without burning analyst hours
  • No tech migration project, no consultant dependency, no disruption to the principal family
  • Your data is never used to train AI models, our OS works exclusively for your office

Book a demo today

“WealthAi gives me tools and seamless processing capabilities that, as a small family office, have not been available until now”

CEO Family Office, UAE

One platform.
Every role.
No overhaul required.

WealthAi is an AI operating system built for wealth management — not a point solution. It connects to your existing systems and data and adds a layer of intelligent automation and orchestration across the organisation. The platform is built on an hybrid architecture that ensures optimal performance – the right model for the task – and cost efficiency.

WEALTHAi ASSISTANT

A dedicated AI-powered co-worker for every person in your firm.

The Assistant places every critical resource at your fingertips and lets you manage your workflows with a simple prompt. From client data (CRM), portfolio systems, market insights, news and more — there’s no more switching tabs, no more copy-paste, no more “let me check the other system”.

WEALTHAi AGENTS

Your team makes the decisions. The agents do the groundwork.

Behind the Assistant sits a library of specialised AI agents, each tailored for a specific function — Advisory, Investing, Research, Compliance, Risk & Operations and more.

Each agent combines the reasoning capability of trained SLMs, LLMs as well as deterministic rules and tools, so outputs are accurate, auditable and safe to act on. Agents work across your data and workflows continuously — surfacing what matters, flagging what needs attention and executing what can be automated.

WEALTHAi MARKETPLACE

Best-in-class services.
One subscription away.

The WealthAi MarketPlace gives your firm instant access to a curated set of pre-integrated third-party services — without the integration cost or procurement overhead.

From funds data and portfolio construction to alternative investments, quantitative strategies and digital asset custody, each partner has been selected for their proven credibility in the wealth management space.

All accessible via a single subscription from within the platform.

DATA & SECURITY

Your data.
Secure, connected and under your control.

At WealthAi protecting our clients data is our first priority. We have in-built security and data governance running on Microsoft Azure with multi-tenant architecture and full encryption. Because every action is logged and traceable, Compliance teams get a complete, immutable audit trail as standard.

The WealthAi Platform protects clients from the risks of shadow AI usage. As a closed platform we ensure your data and reputation is protected and secure.

CLIENTS

WealthAi is already working with firms that can’t afford to get it wrong.

WealthAi is working with leading Private Banks, Family Offices, Asset Managers and Wealth Managers — firms that are choosing a platform built for regulated environments, not retrofitted to them.

“WealthAi has the potential to redefine compliance monitoring and risk management — saving an enormous amount of time that was previously spent manually searching for key data.”

Philip Dench – Head of Risk & Compliance, Saranac

“The real power is integrating AI into the heart of client service and delivery — not as an add-on, but as the core driving real-time efficiency and productivity. That’s what WealthAi makes possible.”

James Wetherall – COO, Affinity Wealth

“We can already see the direct benefits of AI in how we attract new clients and grow our AUA. WealthAi is helping us move faster and operate at a higher level.”

Rob Reoch – New College Capital

“For a firm like ours, how do we integrate AI safely and securely, especially when the LLM landscape is changing so rapidly? WealthAi is the equivalent of hiring a CTO – without the overhead. The promise of spending less time managing administration and regulatory burden and more time ensuring good client outcomes—while knowing our AI is secure and well-governed—is really exciting.”

Jeremy Steinson – Director, Patronus Partners

“WealthAi aims to help compliance teams focus on the higher value key tasks by gathering data and automating workflows that can be time consuming. This offers the promise of far greater focus on proactive support of the business, with confidence in the data governance and robustness of the process.”

Penny Rooney – Compliance Director, Patronus Partners

Trust Centre

At WealthAi, we believe that world-class wealth management requires uncompromising security. Our platform is built on a rigorous 7-Domain Security Model designed to protect your data, guarantee privacy, and ensure continuous regulatory compliance.
Here is how we safeguard your enterprise and your clients:

1

Enterprise-Grade
Cloud Infrastructure

Our platform runs on highly secure, resilient cloud architecture featuring continuous monitoring, automated threat detection, and fail-safe redundancy to guarantee maximum uptime.

2

Identity
& Access Control

We enforce strict identity management across our ecosystem, utilizing Multi-Factor Authentication (MFA), Single Sign-On (SSO), and Role-Based Access Controls (RBAC) to ensure only authorized personnel touch sensitive data.

3

Data Privacy
& Encryption

Your financial data is yours alone. We enforce bank-level encryption for all data, both while moving across networks (in transit) and while stored in our databases (at rest). We strictly adhere to global privacy regulations to keep client information confidential.

4

Ethical
& Governed AI

Our AI governance framework ensures that our models are transparent, explainable, and rigorously tested against bias, keeping your automated wealth strategies fully compliant with financial regulations.

5

Secure-by-Design
Application Security

We build security directly into our code. From day one, our development lifecycle includes regular vulnerability scanning, rigorous code reviews, and independent penetration testing to block application-layer threats before they can happen.

6

Proactive
Operational Security

Security is a 24/7 commitment. Our operational protocols include continuous incident response planning, mandatory employee security training, and real-time anomaly detection to mitigate internal and external risks instantly.

7

Continuous Third-Party
Risk Management

An ecosystem is only as strong as its weakest link. We thoroughly vet every single vendor, partner, and API integration in our supply chain, ensuring they meet the same security benchmarks we set for ourselves.

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.