Company Overview

Wealth management is facing a generational shift. Trillions in assets are transferring to a new generation of clients who expect digital-first, personalised experiences. Few firms are prepared for this. The technology they rely on was built for a different era, and the advisors who built those client relationships are retiring. Serving the next generation will require fundamentally different infrastructure.

At the same time, the industry is expanding. Family offices held $3.1T in assets in 2024 and Deloitte projects this will rise to $5.4T by 2030, with the number of family offices growing from 8,030 today to over 10,000 by 2030. Legacy tech wasn't built for this world. Fragmented systems, spreadsheet-driven workflows, and overextended architectures are expensive to run, risky to operate, and impossible to scale.

AI will reset both the economics and the service model of wealth management. Every firm will embed AI into its operating system. WealthAi is building the AI Operating System for European mid-market wealth management, an AI-native platform that enables greater personalisation, real business agility, and the removal of manual processes, supported by decades of domain expertise from inside the industry. We are built specifically for the European mid-market wealth firm, with wealth-native architecture rather than adapted enterprise tooling.

WealthAi is a unified AI operating system that covers the entire wealth management firm, front office, middle office, and back office, through an agent platform built for wealth management. The WAi Assistant acts as the orchestrator, coordinating specialised sub-agents across every area of the business. WealthAi ships with purpose-built agents for research, compliance, and advisory as beachhead products, and firms can also create their own custom agents to fit their specific workflows.

Four layers, purpose-built for wealth management and connected top to bottom. AI-model agnostic, routing to the best model for each task.

WealthAi has signed agreements with marketplace partners, delivering pre-integrated apps and data from best-in-class providers. Subscribe with a single click, no integration project needed. But the flywheel goes beyond the marketplace. Firms get AI embedded into everything they do, develop custom workflows and agents, and the WAi Assistant learns individual users so well that they can transport it to a new firm if they move, without taking any confidential data with them. The platform is AI-model agnostic, using the best models for each job across Gemini, OpenAI, and Anthropic.

Initial focus on firms with fewer than 200 people, especially smaller firms that need an entire platform working out of the box. First three years targeting the UK, Switzerland, Italy, and wider Europe before expanding to the USA.

Pre-seed: £1.4M raised from Founders Factory, Fuel Ventures, Patronus Partners, and Angels. Seed: £3M raising, target close June 2026, ~50% soft committed.