WealthAI
- Company typePrivate
- Founded2023
- HeadquartersBury, United Kingdom
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
WealthAI firmographics
Firmographics- Name
- WealthAI
- Legal name
- WealthAi Holdings Limited
- Website
- https://wealthai.tech
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
WealthAI industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Services-Prepackaged Software (7372), Investment Advice (6282)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industries
- End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA), Enterprise AI Governance, Risk & Compliance Platforms (Model Risk, Audit, Policies) (HDAEANAE), Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL), Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG)
Keywords
Where WealthAI is headquartered
LocationHeadquarters
- HQ city
- Bury
- HQ country
- United Kingdom
- HQ region
- Europe
Offices2 records
Markets served
WealthAI business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations
Revenue model
- AI Operating System Subscription: WealthAi OS is available on a wholly modular basis with clients typically adopting one or two agent modules initially (such as Suitability, CRM Automation, or Investments) and then expanding. The platform offers a subscription model where all integrated services are accessible via a single subscription from within the platform.
- MarketPlace Services: Revenue generated through pre-integrated third-party services accessible via the WealthAi MarketPlace. Partners include SIX, Morningstar, MDOTM, Axyon, ROYC, Stratiphy, and others—all accessible via a single subscription.
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
WealthAI product offering
Product offeringCore offering
WealthAI develops and sells a modular AI operating system for wealth managers, family offices, private banks, and asset managers. The platform consists of the WealthAi Assistant (an AI co-worker that plugs into existing CRM, portfolio systems, email, and market data), specialized AI agents for Investment, Compliance & Risk, Research, and Operations, and the WealthAi MarketPlace of pre-integrated third-party services. It integrates with 250+ custodian banks and automates workflows including compliance, CRM, suitability, and investment processes, with implementation timelines of weeks rather than the industry standard of 12 months.
Product overview
WealthAi is a modular AI operating system (OS) built specifically for wealth managers, family offices, and private banks. The platform combines built-in connectivity, shared data, and access to tools across the tech stack, all surfaced through the WealthAi Assistant—an agentic AI interface that supports managers, compliance, and operations teams. The core offering consists of the WealthAi Assistant (AI-powered co-worker for every role), specialized AI Agents (Investment, Compliance & Risk, Research, Operations), and the WealthAi MarketPlace (pre-integrated third-party services). Clients adopt modules incrementally, typically starting with Suitability, CRM Automation, or Investments agents, then expanding to additional modules. The platform integrates data from 250+ custodian banks and automates workflows including compliance, CRM, and investment processes. Implementation takes weeks, not months.
Differentiator
Problem solved
Functional benefit
Products and services
- WealthAi Operating System An AI-native operating system for wealth managers, family offices, private banks, and asset managers that connects to existing systems and data, adds a layer of intelligent automation and orchestration across the organization, and can be adopted one module at a time.
- WealthAi Assistant An AI-powered co-worker that sits on desktop, laptop, or mobile, plugging into existing tools like CRM, portfolio systems, email, and market data to provide a single live context with 24/7 financial markets news, personalized dashboards, and dedicated portals for advisors, portfolio managers, compliance, and operations teams.
- WealthAi AI Agents Specialized modular AI agents for Investment, Compliance & Risk, Research, and Operations functions, including Suitability Agent, CRM Automation Agent, and Investments Agent, that combine SLM, LLM, and deterministic rule capabilities to work continuously across data and workflows, surfacing what matters, flagging attention needs, and executing automatable tasks.
- AI Compliance Solution An agentic AI compliance product comprising the Compliance Portal, MAR Agent, and Trade Surveillance Agent that continuously monitors, flags, and audits client communications in real time, producing auditable outputs meeting FCA requirements and integrating with communication channels including Global Relay, Microsoft Outlook, WhatsApp, and Microsoft Teams.
- WealthAi MarketPlace A curated marketplace of pre-integrated third-party services including data providers (SIX, Morningstar, Capital Economics), AI-native applications (MDOTM, Axyon), alternative investments (ROYC), managed portfolio services (Stratiphy), execution and custody (Wealthker, Copper), and productivity tools (PlannerPal), accessible via single subscription from within the platform.
Quantifiable outcome
- Implementation timeline reduced from 12-month systems projects to weeks
- +2 more outcomes
Companies that use WealthAI
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles2 records
WealthAI technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration14 records
AI capability6 records
Feature6 records
WealthAI partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core and supporting.
- Saranac PartnerscoreMember of steering group formed to refine WealthAi's compliance solution product. Collaborating with WealthAi to develop and test the agentic AI compliance tools (Compliance Portal, MAR Agent, Trade Surveillance Agent) before broader market rollout.
- Patronus PartnerscoreMember of steering group for compliance solution refinement and full deployment client. Patronus spent 18 months testing tools from OpenAI, Gemini, and Anthropic before selecting WealthAi. Currently deploying the full AI platform across their operations for CRM, compliance, and operations.
- StratiphycoreWealth management platform partnership to integrate Stratiphy's managed portfolio services (MPS) directly into WealthAi's platform. Enables firms to access institutional-style portfolio strategies via bank-issued certificates within a single integrated environment. Clients already live with more expected in coming months.
- SIXcoreMarket data provider integrated into the WealthAi MarketPlace. Provides real-time and historical market data to wealth management clients accessing the platform.
- MorningstarcoreFunds data provider integrated into the WealthAi platform. Provides comprehensive fund performance and analysis data accessible through the AI operating system.
- MDOTMcoreAI-native application provider for portfolio construction and commentary. Integrated into WealthAi MarketPlace for access to institutional-style portfolio management capabilities.
- AxyoncoreAI-native application provider for investment strategies and quantitative analysis. Partnered through WealthAi MarketPlace to provide quant-driven investment services.
- ROYCsupportingAlternative investments platform integrated into the WealthAi MarketPlace, providing access to alternative investment opportunities.
- Capital EconomicssupportingMacro economic research provider integrated into the WealthAi MarketPlace for market intelligence and economic analysis.
- CoppersupportingDigital asset trading and custody services integrated into WealthAi MarketPlace for wealth management clients seeking digital asset exposure.
- WealthkersupportingExecution and custody services provider integrated into WealthAi's ecosystem for end-to-end investment workflow support.
- PlannerPalsupportingAutomating admin tasks for financial advisers. Integration provides productivity tools for wealth management professionals.
Scale indicators5 records
Recent moves7 records
Expansion highlights6 records
WealthAI competitors and assessment
Company assessmentDirect peers
- Nitrogen (formerly Riskalyze): Nitrogen offers risk tolerance, compliance, and client engagement tools for financial advisors. Comparable to WealthAi's suitability, CRM automation, and risk-and-compliance agent modules aimed at wealth management firms.
- Addepar: Addepar is a leading wealth management technology platform serving advisors, family offices, and private banks with data aggregation, portfolio analytics, and reporting. Both WealthAi and Addepar target the same buyer segments and address the fragmentation of tools and data across wealth management firms.
- Hearsay Systems: Hearsay Systems provides digital engagement and compliance supervision tools for financial advisors and insurance producers. Directly comparable to WealthAi's Compliance Portal, MAR Agent, and Trade Surveillance Agent for continuous monitoring of advisor communications.
- Orion (Orion Advisor Technology): Orion provides wealth management firms with portfolio accounting, CRM, and advisor workflows under a unified platform. Comparable to WealthAi's modular approach unifying fragmented advisor workflows and targeting the same compliance, CRM, and operational pain points.
- Envestnet Tamarac: Envestnet Tamarac delivers portfolio management, rebalancing, and reporting tools for RIAs and wealth managers. It is comparable to WealthAi's investment, research, and operations agent capabilities and the broader push to consolidate advisor technology stacks.
Emerging players
- TIFIN: TIFIN builds AI-driven platforms for wealth and asset management, including advisor enablement and investment personalization. Comparable to WealthAi in applying AI-native approaches to advisor workflows and personalized client engagement.
- Capitalise.ai: Capitalise.ai offers AI-driven trading automation and natural-language strategy creation for financial services. Comparable to WealthAi's investment and operations agents, with a narrower focus on trade automation rather than full wealth OS.
Broad incumbents
- Temenos: Temenos provides core banking and wealth management software used by private banks globally. Comparable in serving private banking clients with regulated, mission-critical systems, but as an incumbent suite rather than an AI-native OS overlay.
- Avaloq (NEC): Avaloq is a major private banking and wealth management core platform with broad front-to-back capabilities. Comparable to WealthAi's positioning with private banks, though Avaloq offers a much heavier platform replacement versus WealthAi's OS layer.
- Salesforce Financial Services Cloud: Salesforce Financial Services Cloud is the dominant CRM platform extended to wealth and asset managers, now incorporating Einstein/Agentforce AI capabilities. Overlaps with WealthAi's CRM automation and AI orchestration layer for wealth managers.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
WealthAI social profiles
Digital presenceWealthAI financial estimates
Financial estimateRevenue estimate
Valuation estimate
WealthAI leadership team
Management profileNumber of profiles
Profiles7 records
WealthAI funding detail
Funding detailFunding overview
Funding rounds2 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
WealthAI M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about WealthAI
What does WealthAI do?
WealthAI develops and sells a modular AI operating system for wealth managers, family offices, private banks, and asset managers. The platform consists of the WealthAi Assistant (an AI co-worker that plugs into existing CRM, portfolio systems, email, and market data), specialized AI agents for Investment, Compliance & Risk, Research, and Operations, and the WealthAi MarketPlace of pre-integrated third-party services. It integrates with 250+ custodian banks and automates workflows including compliance, CRM, suitability, and investment processes, with implementation timelines of weeks rather than the industry standard of 12 months.
Is WealthAI a public or private company?
WealthAI is a private company. It is classified as venture growth investor backed and is currently operating.
When was WealthAI founded?
WealthAI was founded in 2023. It employs 1 to 10 people.
Where is WealthAI based?
WealthAI is headquartered in Bury, United Kingdom, in the Europe region.
How does WealthAI make money?
Two revenue lines are on record. AI Operating System Subscription is the primary driver. The others are marketPlace Services.
Who are WealthAI's main competitors?
Direct peers on record are Nitrogen (formerly Riskalyze), Addepar, Hearsay Systems, Orion (Orion Advisor Technology) and Envestnet Tamarac. Emerging players are TIFIN and Capitalise.ai. Broad incumbents are Temenos, Avaloq (NEC) and Salesforce Financial Services Cloud.
Does WealthAI have an API?
No public API is recorded for WealthAI.
What industry is WealthAI in?
WealthAI's product category is Wealth Management Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of HDAEANAA, End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management). Its NAICS code is 523940 and its SIC code is 7372.