6 October 2026, London. WealthAi, the AI operating system built specifically for wealth managers, EAMs, family offices and financial advisors, has been selected by Walker Crips, the £4.5bn assets under management and administration (AUMA) UK investment management firm, as its AI operating system across its business.
Walker Crips will initially deploy WealthAi’s compliance agents to help its teams monitor, flag and audit client communications, significantly reducing reliance on manual spot-checks and spreadsheets. The agents integrate with existing systems and can analyse structured and unstructured data across email, voice and documents.
Walker Crips will then expand the rollout to 70 users across its business, bringing employees and AI agents together on a single platform where they can work with and share information across the business. WealthAi’s operating system creates a ‘closed loop’ for Walker Crips personnel and operations meaning that they and the AI agents are collaborating and sharing information in a safe, secure and entirely private environment.
Sean Lam, CEO of Walker Crips, said: “What attracted us to WealthAi was that they’ve moved beyond single-purpose AI tools and built something specifically for wealth management, one that understands the regulatory complexity and need for trusted, explainable intelligence our sector demands.
“It’s not just about digitising old processes, but giving advisers and operations teams the ability to pull in vast amounts of information, question it intelligently, turn it into real insight and use that to make better decisions for our clients and our business.”
Jason Nabi, founder and CEO of WealthAi, commented: “The firms that succeed with AI won’t simply digitise existing processes; they’ll rethink how knowledge and expertise are delivered across the organisation and to clients. AI is moving fast and this is an exciting opportunity to show what enterprise AI can look like across a wealth management firm.”
Walker Crips joins a growing number of wealth management firms using WealthAi, and the partnership follows a series of new product launches from WealthAi this year, including AI agents for KYC and client onboarding, WealthAi for Advisors and its Compliance Solution.
Key takeaways
- Walker Crips, the £4.5bn AUMA UK investment manager, has selected WealthAi as its AI operating system across its business.
- The rollout starts with WealthAi’s compliance agents, which monitor, flag and audit client communications across email, voice and documents.
- Walker Crips will then expand WealthAi to 70 users, bringing employees and AI agents together on a single platform.
Press office contacts
Jo Candy | 07909 992082 | jo@ripplecomms.co
Carmen Dixon | 07717 278846 | carmen@ripplecomms.co