WealthAi
Category: AI in Fintech
An AI-native operating system designed to automate complex administrative and operational workflows for private banks and family offices. WealthAi was founded in 2023. The company is led by Jason Nabi. Based in London, United Kingdom. Team size: 1-10. Total funding raised: €837K. Latest round: Pre-Seed. Key investors include Fuel Ventures, Founders Factory.
- Founded
- 2023
- Headquarters
- London, United Kingdom
- Team size
- 1-10
- Total funding
- €837K
Value proposition
Reduces operational overhead by replacing manual, repetitive tasks with autonomous AI agents, allowing wealth managers to focus on client relationships and high-value advisory.
Products and solutions
WealthAi OS (AI-native wealth operating system), WealthAi Assistant (role-based co-worker), Specialised AI Agents (Advisory, Investing, Research, Compliance, Risk & Operations), WealthAi MarketPlace (pre-integrated third-party services), Custodian/data integration layer (250+ sources)
Unique value
Unlike 'AI-added' legacy software, WealthAi is built as an AI-native platform from the ground up, specifically tailored to the high-compliance and high-touch requirements of the private banking sector.
Target customer
Private banks, multi-family offices, and boutique wealth management firms.
Industries served
Wealth Management, Private Banking, Fintech, Family Office Services
Technology advantage
AI-native modular OS with agentic assistants, model-agnostic hybrid architecture, 250+ custodian/data integrations, and domain expertise from founders (capital markets/fintech operators) plus CTO experience scaling secure AI at Microsoft/Capgemini.
How they differentiate
WealthAi is built as an AI-native operating system using autonomous agents to automate complex workflows (compliance, reporting, data processing) from the ground up, rather than adding AI features to legacy software architectures.
Main competitors
Masttro, Addepar, Etops, Flanks
Key partnerships
Fuel Ventures (Lead Investor), Founders Factory (Accelerator/Investor), Stratiphy (AI portfolio / MPS partnership, Mar 2026), Morningstar (funds data marketplace), Marketplace partners: MDOTM, Capital Economics, Copper, SIX, Axyon, Royc, PlannerPal, Wealthker
Notable customers
Saranac (Philip Dench, Head of Risk & Compliance), Affinity Wealth (James Wetherall, COO), New College Capital (Rob Reoch), Patronus Partners (Jeremy Steinson; Penny Rooney, Compliance Director)
Major milestones
Founded in 2023 by Jason Nabi and Paul de Gruchy, Closed €837k Pre-Seed (Jan 2026) led by Fuel Ventures and Founders Factory, Stratiphy MPS partnership announced Mar 2026, Appointed Pratim Das CTO and Harry Kyprianou Head of Product (Apr 2026), Appointed Izel Ersoy CPO (Apr 2026), Public customer logos: Saranac, Affinity Wealth, New College Capital, Patronus Partners
Growth metrics
Post €837k Pre-Seed (Jan 2026): leadership expanded (CTO, CPO, Head of Product Apr 2026); live clients including private banks/family offices; Stratiphy MPS partnership live; platform launch and GTM scaling through H1 2026.
Market positioning
Early-stage fintech disruptor targeting the operational efficiency of private banks and family offices.
Geographic focus
United Kingdom, Europe
Patents and IP
No registered patents disclosed as of latest update.
About Jason Nabi
Jason Nabi is a fintech and capital-markets operator who has launched and scaled platform businesses for institutions including BNP Paribas and Paxos. Prior roles include senior leadership at HSBC (MD/global head), Bloomberg, IBM, Euroclear, Bosonic (CRO), Arqit (MD Financial Services), and GCEX; co-founded WealthAi in 2023 with Paul de Gruchy.
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Official website: https://wealthai.tech/