Give your team the | AI advantage

WealthAi’s intelligent platform connects fragmented tools & 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 multi-model 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.

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 much more 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 with the number of wealth management firms surpassing 56 000 globally. Wealth management professionals are on the rise as is the cost to hire. 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. The industry is expanding faster than the infrastructure holding it together.

At WealthAi, we strongly believe that nobody needs another bolted-on tool. What our industry needs is an operating system — one that connects what already exists, brings intelligence to every role, and technology that powers not hinders the user.

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 data providers including SIX and Morningstar as well as AI-native Apps such as MDOTM and Axyon. Our data intelligence 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 firms, for advisors, compliance teams, for Operations and for the clients they serve. We built WealthAi inspired by the knowledge that those who harnessed this transformative technology would gain an undeniable advantage but we knew the tools to get there didn’t yet exist.

They do now.

Jason Nabi (Founder)

One platform.
Every role.
No overhaul required.

WealthAi is built as an AI operating system — not a point solution. It connects to your existing systems and data, adds a layer of intelligent automation and orchestration across the organisation, and can be adopted one module at a time, at a pace that suits your business. The platform is built on an hybrid architecture that ensures optimal performance – the right model for the task – and cost efficiency.

Your most capable colleague.
Always on.

The WealthAi Assistant sits on the desktop, laptop or mobile and acts as a dedicated AI-powered co-worker for every person in your firm — advisors, portfolio managers, compliance and operations teams alike.

The Assistant plugs into the tools your firm already runs on — CRM, portfolio systems, email, market data — and pulls it all into a single live context. It is equipped with 24/7 financial markets news, personalised dashboards and dedicated portals. Users can utilize Agents to manage tasks and workflows across any system with simple instructions via the Assistant.

No more switching tabs, no more copy-paste, no more “let me check the other system” or being an expert on multiple systems – the WealthAi Assistant is the employee every advisor wishes they could hire: always available, fully briefed and across every client profile.

Specialists that never stop working on your behalf.

Behind the Assistant sits an expanding range of specialised AI agents, each tailored for a specific function — Investment, Compliance & Risk, Research, Operations and more.

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

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

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.

Current partners include leading data providers such as SIX and Morningstar, as well as AI-native application providers such as MDOTM, Axyon, and investment platforms such as ROYC and Stratiphy — all accessible via a single subscription from within the platform.

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. Every action is logged. Every decision is 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.

We don’t ask you to trust a black box. We show you exactly what the platform is doing and why.

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

Built by people who’ve lived this industry.

WealthAi’s founders and leadership team bring decades of hands-on experience in wealth management, financial regulation, AI and enterprise technology.

Jason Nabi

Jason Nabi

Founder & CEO

Jason has spent his career building and scaling platform businesses — at Bloomberg, Paxos and BNP Paribas, and across fintech ventures at the frontier of financial services. WealthAi is the culmination of that experience: a platform he wished had existed when he was on the inside.

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Pratim Das

Pratim Das

Chief Technical Officer

Pratim brings more than 25 years’ experience in building data and AI platforms at some of the world’s leading technology companies. He has held senior roles at Microsoft, Amazon and Capgemini, helping clients navigate their adoption and adaptation to AI. He has spent his career working with organisations in highly regulated sectors where trust and security are critical.

Paul de Gruchy

Paul de Gruchy

Co-Founder & Chief of Staff

A commercial and regulatory lawyer with 25 years in the wealth management industry, Paul has held senior policy roles at the financial services regulator and led legal functions at a global bank before taking an infrastructure business from launch to FTSE 250. His understanding of what wealth management firms actually need from their technology is foundational to how WealthAi is built.

Charlotte Morton

Charlotte Morton

Chief Marketing Officer

Charlotte is a seasoned marketing leader with over 20 years experience at Google and YouTube across Sales, B2B and B2C Marketing. She has led strategy and campaigns for some of the most scrutinised and complex brand challenges in tech - from defining Google's response to rising competition, to building YouTube's advertiser proposition, to shaping the roll out of Gemini in the UK. She now brings that depth of expertise to WealthAi as Fractional CMO.

Izel Ersoy

Izel Ersoy

Chief Product Officer

Izel was previously Head of Product at MyFO and has built award-winning products by doing one thing relentlessly: eliminating friction. MyFO was recognised as one of North America's top ten solutions for its exceptional UX. With a track record spanning fintech, Web3, and enterprise, she brings hard-won expertise in turning complex workflows into seamless, intuitive experiences.

Harry Kyprianou

Harry Kyprianou

Head of Product & Solutions Strategy

Harry brings 15 years of financial services experience, including nearly a decade at Rathbones. He has scaled AI-powered platforms from pilot to full deployment and led CRM consolidation across three major merged businesses — Rathbones, Saunderson House, and Investec — covering £99bn in client assets. At WealthAi, he translates deep industry knowledge directly into product strategy and drives collaboration with our clients.

Soheel Haque-Everding

Soheel Haque-Everding

Head of Engineering & AI

Soheel is the Head of Engineering and AI at WealthAi. He started his career as a trading systems engineer with Merrill Lynch, and has held senior technology roles at UBS and BNP Paribas. Prior to joining WealthAi, he founded and sold a crypto trading platform. Soheel is a graduate of Cambridge University.

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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.