The Ask

WealthAi is raising £3M to accelerate product development, expand the client base, and establish European market leadership. Target close: June 2026.

Seed Round

£3M

Seed Round - 50% soft committed - Target close June 2026

Use of Proceeds

Current funding is being used to reach £250k in revenue. The seed round unlocks the next 24 months, accelerating WealthAi's path to market leadership in AI-powered wealth management across our three initial markets (UK, Switzerland, Italy).

40%

Product & Engineering

Platform depth, agent development, data layer build-out. Ship the Compliance Agent to GA. Expand the marketplace partner ecosystem. Invest in AI model optimisation and platform scalability.

30%

Commercial & Sales

GTM execution, reference client expansion, forward deployment. Build the sales team in UK and Switzerland. Client success and onboarding capacity.

20%

Team

Key hires: product, engineering, commercial. Target 26 FTE by end of 2026.

10%

Infrastructure & Ops

Azure hosting, compliance, legal, and operational runway.

What This Capital Unlocks

The Seed round funds WealthAi from early traction to product-market fit, scaling to £732K ARR by end of 2026 and near break-even by 2027.

0-6 Months (Q2-Q3 2026)

Product-Market Fit

  • Path to 11 active paying clients by end of 2026
  • Compliance Agent + MAR surveillance to GA (currently in beta with anchor clients)
  • Capital Economics distribution partnership live (250 institutional clients)
  • Compliance Launch Group: 7 firms confirmed, 5 more being sourced (12 total target)
  • Team of 22 people today (14.8 FTE), growing to 26 FTE by year-end 2026
Revenue Target
~£250k ARR
Current pipeline: £250-500k

6-12 Months (Q4 2026)

Enterprise-Ready at Scale

  • SOC 2 certification - unlocks regulated enterprise clients
  • GA release of full platform
  • Enterprise pilots (Mediobanca, Rathbones scale)
  • Marketplace expanding from 17 partner relationships today (6 live, 11 LOI/MOU) to deeper integrations through the year
  • Sales team live in UK and Switzerland
Revenue Target
£732K ARR
11 clients, 26 FTE

12-24 Months (2027)

Scale & Near Break-Even

  • 50 clients across UK, Switzerland, and Europe
  • Full advisory workflows for wealth managers
  • Operations Agent live
  • marketplace revenue contribution growing
  • Team grows to 30 FTE
Revenue Target
£5.7M ARR
Approaching break-even: -£1.5M EBITDA

24-36 Months (2028)

Market Leadership & Series A

  • 116 clients, recognised European AI wealth platform
  • Network effects from multi-firm data
  • SOC 2 Type II certification
  • Series A raise (£5-10M)
  • Team grows to 35 FTE
Revenue Target
£15.5M ARR
Profitable: +£4.0M EBITDA

Why Invest in WealthAi

Massive market, no AI-native incumbent

An estimated £5.5T in UK intergenerational wealth transfer over the next 30 years, 10,000+ family offices by 2030 holding $5.4T (Deloitte). No AI-native platform has won Europe. WealthAi is first to market in the region with the most regulatory complexity.

Product-market fit validated

Two reference clients live on the platform (Knightons Capital and New College Capital, non-invoicing pilot deployments). Compliance Launch Group with 7 firms co-developing the compliance solution, anchored by a signed Saranac MSA. First paying client (Patronus Partners) converting Q2 2026.

Unique compliance wedge

No AI startup competitor has MAR surveillance. Compliance is a must-have, not a nice-to-have - creating a high-urgency entry point that leads to full platform adoption.

Platform economics

Land with one agent, expand across the firm. marketplace creates recurring revenue from partner ecosystem. Data network effects compound as more firms join.

Domain-expert team

Not technologists guessing at finance - former Bloomberg, Paxos, FTSE 250 directors, and 25+ year regulatory lawyers. The team has lived the problems they're solving.

Timing

AI capability crossed the threshold. Regulatory pressure is increasing. Legacy platforms are losing ground. The window for a purpose-built AI OS is open now - not in two years.

Cap Table & Existing Investors

Current shareholder structure. Detailed cap table available on request.

Fuel Ventures

Early-stage fintech VC. Lead investor from Pre-Seed. Active board involvement.

Founders Factory

Venture studio and accelerator. Provided operational support, network access, and early-stage mentorship.

Patronus Capital

Participated in Pre-Seed and added a GBP 400k top-up in March 2026. Potential Seed participant.

Angels

Group of strategic angel investors participating in the Pre-Seed round.

Funding History

Pre-Seed
£1.4M
Complete
Top-Up (Mar 2026)
£400k
Patronus Capital
Seed (Current)
£3M
Raising - June 2026
Series A (Planned)
£5-10M
2028
To be updated Add: detailed cap table breakdown (founders, investors, ESOP), post-money valuation, and dilution scenarios.

Next Steps

Interested?

We'd love to walk you through the platform and discuss how WealthAi fits your portfolio.

Jason Nabi - Co-Founder & CEO
LinkedIn