Business introduction
AI Operating System for Wealth Management
Domain-specific AI for wealth managers, asset managers and advisers
Just like Windows was the OS for PCs and Android for smartphones, WealthAi is the AI OS for modern wealth management.
The WealthAi Assistant is an Agentic Front-End, a dynamic AI-powered user interface that acts like an intelligent co-pilot, not just executing commands, but reasoning, adapting and taking initiative to help users achieve complex goals.
- Delegate complex tasks in natural language: receive results and complete tasks in seconds in a single UX.
- Connect multiple sources and services, connecting to both internal systems and services via the MarkPlace streamlining your workflows, improving accuracy and boosting productivity.
- Packaged to your user persona whether a Relationship Manager, Portfolio Manager, Compliance Officer or Operations Manager.
- Works with you, understanding your work patterns, preferences and role.
- Enables greater productivity, better performance and helps build your brand.
Business Overview
Our story
WealthAi was founded in 2023, we are building the leading AI Operating System designed for Wealth Managers,Family Offices, Private Banks and Asset Managers.
Our vision
To build the AI-native OS platform that modernises how wealth firms work, so they can scale smarter, serve better, and lead with confidence in an AI-driven future.
Our mission
To lead the responsible adoption of AI across wealth management, setting new standards in usability, performance, and trust.
Customers
WealthAi use cases:
- Relationship Managers can focus on building client relationships and delivering a truly personalised service, cover more clients with better outcomes.
- Portfolio Managers can deliver personalised portfolio strategies.
- Compliance Officers can support ad-hoc business and client queries and monitor activity with active tracking and alerts.
- Operation Managers can orchestrate and communicate across service providers, e.g. custodians utilising a range of protocols.
Partners
Our partners
We have partnered with these best-in-class app and service partners:
Key Data
Year founded
2023employees
2-10offices
1Type of Clients
- Asset Managers
- Bank Wealth Managers
- Family Offices
- Financial Advisors
WealthAi Solutions
WealthAi Platform
Delivering everything you need on a single platform with a simple UX: Simple and low-cost agent solution designed by user persona such as client advisor, portfolio manager, compliance officer, operations Our agents can connect to your legacy systems and applications Agents and AI-native apps combined with your proprietary data/systems in one platform Powerful platform......
