London-based fintech WealthAi, which offers an AI OS to automate wealth management workflows, has raised €837,000 in a round led by Fuel Ventures and Founders Factory.
- Founded in 2023 by Jason Nabi and Paul de Gruchy, WealthAi develops an AI-driven operating system for wealth managers, private banks, and family offices. The platform integrates data from over 250 custodian banks and third-party providers, automates workflows, and connects existing systems such as CRM, portfolio management, and back-office tools.
- At its core is the WealthAi Assistant, an AI interface that orchestrates tasks, enforces compliance rules, and manages end-to-end processes. The OS uses specialized agents to execute wealth management workflows, supported by an orchestration layer that handles context, approvals, and audit logging.
- Its modular architecture allows firms to adopt individual components gradually, while a pre-integrated marketplace provides access to analytics, investment platforms, and other services. The system is designed to reduce manual work, improve operational efficiency, and enable scalable, personalized client services.
“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," claims Jason Nabi, founder and CEO of WealthAi.
Details of the deal
- WealthAi will use the €837,000 pre‑seed funding to expand its AI-driven platform for wealth management, enhancing workflow automation across advisory, compliance, CRM, and investment processes.
- The funds will also support building integrations with data providers and pre‑integrated services, giving firms seamless access to information from over 200 custodian banks. This will allow wealth managers, private banks, and family offices to streamline operations, reduce manual tasks, and scale their processes efficiently.
