Leadership Team
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.
Pratim Das
Co-Founder & 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
Co-Founder & Head of Legal
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
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
Co-Founder & 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
Head of Product
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
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.
Advisors
Matteo Bernardis
Advisor
Former UBS Managing Director with 20+ years across IB and wealth management strategy and innovation.
Christian Reuss
Advisor
Independent board member and senior advisor specialising in capital markets, financial market infrastructure and AI.
Jake Carey-Rand
Advisor
CEO of MatterhornX with a track record at industry giants such as Snowflake, Databricks, and Akamai.
Jamie Reynolds
Advisor
Operating partner for early stage VC Funds.
Marco Jwad
Advisor
Head of Fintech Strategy and Digital Initiatives presso Mediobanca.
Jeremy Steinson
Board Member
CEO at Patronus Partners.
Ronald Roccioletti
Advisor
Head of FS Innovation & Solutions at Adnovum with over 23 years of experience in the wealth management sector.
Steve d’Souza
Advisor
40+ years in tech & wealth management including Sales Director roles for Wealth Dynamix, JHC, FNZ, and Iress.
