The AI Operating System for European mid-market wealth management

£3M Seed Round  |  50% Soft Committed  |  Target Close: June 2026
April 2026  |  Confidential
02 / 08
Market Opportunity

The industry is forced to move to AI OS. WealthAi is ready.

Three macro forces converging. The window to build the AI OS in wealth is open now.

Macro forces
£5.5TN
UK wealth transferring over 30 years

The largest intergenerational wealth transfer in history is underway. Recipients expect digital-native, personalised, always-on service that most wealth managers cannot deliver at scale. Source: Brooks Macdonald UK wealth transfer data.

3x
Growth in AI budgets at wealth firms

AI spend at wealth management companies is set to triple within the next 3-5 years, surging from 16% to 37% of IT budgets as firms race to keep pace with industry change. Source: Wipro 2024 US wealth management survey.

75%
of UK financial services already use AI

Adoption has crossed the tipping point. Firms are moving from pilots to production, and wealth managers without an AI operating layer risk falling behind. Source: Bank of England / FCA 2024 AI survey.

03 / 08
The Problem

Wealth management runs on broken infrastructure

Legacy systems can't scale trust, personalisation, or performance.

60-70%
of RM time goes to non-revenue work
McKinsey 2024
2x
AUM and revenue per adviser, unrealised
Accenture 2023
60-80%
of tech budget keeps legacy alive
McKinsey 2024
10+
disconnected systems at 37% of Swiss WMs
PwC 2023
04 / 08
The Solution

WealthAi is the AI Operating System for European mid-market wealth management

Purpose-built for family offices, EAMs, and private banks with 5-500 staff and £100M to £20B AUM across the UK, Switzerland, and Italy. V1 Assistant and Research Agent are live today. Compliance Agent launches Q2 2026 as the wedge, with 10+ agents planned through 2027. One platform unifying data, applications, research, and third-party providers, with WealthAi OS orchestrating workflows at scale.

Enhancing productivity
Enabling better end-client experience
Materially lowering costs
Product Screenshot
Placeholder for WealthAi Assistant interface visual

Founded in 2023, backed by leading fintech VCs, strategic wealth industry investors, and industry-aligned angels.

05 / 08
Traction

Growth velocity in a foundational year

2 live reference deployments, 7 Compliance Launch Group firms confirmed, first paying client converts Q2 2026.

2
Live Reference Clients
25
Pipeline Logos
£2.6M
Y1 TCV (unweighted)
641
Pipeline Users
23
MarketPlace Partners
Stage Firms Y1 TCV (unweighted)
Live / MSA signed2£76.6K
Signed / Closed4£401.5K
Use Case Workshop5£267.4K
2nd Meeting & Demo7£462.8K
Initial Contact7£1.4M
Total25£2.6M
06 / 08
World Class Team

Built by people who know why this is hard

Deep domain expertise across wealth management, AI engineering, regulatory compliance, and enterprise platform building.

Jason Nabi
Jason Nabi
CEO & Founder

20+ years fintech & WealthTech. Built and scaled regulated platform businesses. Scaled Paxos.

Pratim Das
Pratim Das
CTO, AI & Delivery

Strategic leader in enterprise AI and platform delivery. Deep financial services and platform background.

Paul de Gruchy
Paul de Gruchy
Head of Legal & Co-Founder

Qualified lawyer, ex-regulator. Extensive wealth and investment management expertise.

Full team: AI Engineering, Forward Deployment, Pre-sales, Commercial, Marketing. Growing to 26 FTE by end of 2026.

07 / 08
The Ask

Raising £3M Seed

50% soft committed  |  Close target: June 2026

What this round unlocks

1
11 clients live
Platform deployed across compliance, research, and investments modules.
2
£732K ARR by Dec 2026
Recurring revenue base built with named reference clients. Path to £15.5M ARR by 2028.
3
26 FTE team end-2026
Product, engineering, and commercial leadership in place.
4
Three initial markets live
UK, Switzerland, Italy. GCC expansion planned for 2027-2028.
5
Series A ready
Cash positive throughout. Profitable in 2028 (+£4.0M EBITDA). Metrics, case studies, and team prepared for next round.

Use of funds

40%
Product & Engineering
Platform depth, agent development, data layer build-out
30%
Commercial & Sales
GTM execution, reference client expansion, forward deployment
20%
Team
Key hires: product, engineering, commercial. Target 26 FTE by EOY 2026
10%
Infrastructure & Ops
Azure hosting, compliance, legal, and operational runway
08 / 08

The AI Operating System for the next era of wealth management.

£3M Seed  |  50% soft committed  |  Target close: June 2026

Jason Nabi

jason@wealthai.tech

wealthai.tech  |  Confidential - April 2026