Our story

Building the operating system for the next generation of wealth management.

Wealth management is entering a new operating era. The firms that move fastest will be the ones that connect their teams, data, workflows and intelligence around a more modern way of working.

Why we exist

The industry needs a better operating model.

Too many wealth firms still run critical client and operational workflows across legacy systems, spreadsheets and disconnected applications. At the same time, AI is entering the organisation through standalone tools that solve individual tasks without connecting the wider business.

We believe the next generation of wealth firms will operate differently.

Teams and specialised agents will work together across connected workflows, data and systems, giving firms more capacity, better context and greater control.

The winners will not be the firms using the most AI.
They will be the firms that change how they operate.

From our founder

Wealth management needs more than another AI tool.

Having spent years in this industry, I have watched wealth management change dramatically. But the systems underneath it have not changed at the same pace.

Teams still lose too much time moving between systems, rebuilding context, checking spreadsheets and completing work that technology should already make easier.

AI raises the ceiling on what is possible. But another standalone tool does not fix the underlying operating problem.

The opportunity is bigger: change how the firm works.

We built WealthAi because wealth management firms need more capacity without more complexity. Our ambition is to give teams better context, greater control and more time for the work that creates value for clients.

Jason Nabi, Founder & Chief Executive Officer

Built with the industry

Built in the market, with the firms it is designed to serve.

From the beginning, we have worked directly with advisors, wealth managers, EAMs and family offices to understand where time, context and control are lost across everyday workflows.

Those conversations have shaped how WealthAi develops across advisory, client management, compliance and transaction reporting, grounding the product in the way wealth firms actually operate.

Real users

Start with the people closest to the work.

We develop workflows with advisors, wealth managers, EAMs and family offices, grounding product decisions in the way teams actually operate.

Real use cases

Turn operating problems into working solutions.

Reference clients help us test and refine use cases across advisory, client management, compliance and transaction reporting.

Continuous development

Build further once the value is proven.

What starts in one workflow informs the next as WealthAi expands across front, middle and back-office operations.

How we see the future

A more intelligent operating model for wealth management.

Wealth management has accumulated layers of technology over time. Each new system may solve a specific problem, but together they often create more fragmentation across the firm.

As AI becomes more embedded across the industry, there is an opportunity to rethink how those systems, workflows and teams work together.

WealthAi was built around a more connected model, where teams, specialised agents, data and existing technology work together in one operating environment.

From systems that store information to a system that helps move the firm forward.

That is the opportunity we see for wealth management: greater clarity, stronger control and more capacity to scale as the industry evolves.

Backed by

Supported by investors who believe in the future of wealth technology.

People

Leadership team

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