WealthAi, a wealthtech company and the first AI-driven operating system (OS) designed specifically for wealth managers, family offices and private banks, has raised an initial $800k pre-seed in a round led by Fuel Ventures and Founders Factory.
One in three wealth management professionals rely on 10 or more separate systems in their daily work with client information fragmented across platforms that don’t communicate to one another. As a result, advisers are forced to manually rekey data, consuming valuable time, increasing operational risk and driving up costs.
Despite acknowledging their digital immaturity, digital transformation for wealth managers, private banks and family office managers has been slow. These individuals consistently cite the cost, complexity and risk of disrupting day-to-day client service as key barriers to overhauling core systems, leaving many stuck with technology that no longer supports how advice is delivered today.
The team at WealthAi stood out to us immediately as the first we’ve met that is entirely focused on not only improving working lives for this extremely unique set of customers but doing so in an entirely AI-centric way. Not only is WealthAi building AI that underpins a marketplace platform that truly understands the specific pain points that wealth managers face, they are constructing it on an entirely modular architecture. This means that firms don’t have to test their mettle by overhauling their systems entirely. Instead they can pick, adopt and adapt to distinct, individual modules at a pace that suits them and their clients. — Mark Pearson, founder of Fuel Ventures
WealthAi’s single, AI-native OS eliminates wealth managers, family offices and private banks’ fragmented systems. The platform combines built-in connectivity, shared data and access to tools across the tech stack, all surfaced through WealthAi Assistant – an agentic AI interface that supports managers, compliance and operations teams in their day-to-day work. WealthAi Assistant orchestrates workflows, automates tasks end-to-end and understands the context of each task, pulling in the relevant systems and data for that user’s role.
The results are lower operational cost, improved personalisation and greater scalability, without adding complexity or headcount.
WealthAi also offers a marketplace of pre-integrated services coordinated by AI agents, all of which allow end-to-end processes to run as one connected system. The platform integrates with established providers including Morningstar, Capital Economics, MDOTM, PlannerPal and Axyon, and is supported by a developing data aggregation capability that will provide seamless access to data from more than 200 custodian banks, supporting front-, middle- and back-office use cases.
WealthAi is built for a new era of wealth management – one where AI is not bolted on, but embedded at the core of how firms operate. The wealth industry is about 12 months behind the legal profession in terms of AI adoption. In 2024, there was growing interest but little real action, this all started to change last year. I believe we are launching WealthAi at the perfect time as the industry looks to adopt AI over the coming years to enable scale and better performance. — Jason Nabi, Founder & CEO of WealthAi
WealthAi’s OS is available on a wholly modular basis. Clients typically adopt one or two agent modules initially, such as Suitability (Agent-driven AI to demonstrate strong regulatory control and confidence), CRM Automation (Agents interrogate CRM data more quickly and effectively, helping advisers make insightful recommendations with greater efficiency), or Investments (an agent-orchestrated workflow to research investments, structure portfolios through to issuing trading instructions). Clients then expand their use of the OS, adding more modules to their workflows.
As wealth managers move from experimentation to implementation, the ROI on AI is becoming clearer. By automating manual processes and eliminating spreadsheet-driven workflows, platforms like WealthAi are helping firms reduce cost, improve productivity and scale without adding complexity. — Andrea Guzzoni, Sector Director at Founders Factory
WealthAi was founded in 2023 by Jason Nabi, an experienced fintech operator who has launched and scaled platform businesses for institutions including BNP Paribas and Paxos, alongside co-founder Paul de Gruchy, who has held senior roles across major global financial institutions and industry bodies. The platform went live in Spring 2025 and is already deploying AI-driven modules for wealth management and family office clients.
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