Product Roadmap

Goal-oriented milestones aligned to the financial model. Each phase shows what ships, which clients it unlocks, and the business outcomes it drives. Click any card to expand.

Complete
Q1

First clients live on V1 platform ▶

Pre-seed funded. V1 Assistant live with Research Agent. Foundation laid for the compliance wedge.

£76.6k
2 live clients • 2 agents
WealthAi Assistant
V1 Search & Command Yahoo News Integration Dashboard
Agents
1. Strategy-Execution 2. Research
Marketplace (5 partners)
Morningstar (Funds) Wealth Kernel (B2C) Stratiphy (MPS) UBS (AMC) MDOTM (Portfolio Opt)
Infrastructure
V1 Live & Operational Deno Deploy GPT + Gemini
Clients
Knightons Capital (Strat-Ex) LIVE New College Capital (Strat-Ex) LIVE Saranac Partners (Cmpl-MAR) Capital Economics (Research)
Brand
Stratiphy PR
GTM
UK focused initial EAs
Funding
Pre-Seed: £1.4M closed
Current
Q2

Compliance launch, Compliance Launch Group, close £3M Seed ▶

Ship V2, launch MAR + Tx Reporting + Suitability + Risk + AML agents, build CLG to 12 firms, close Seed

£317K
ARR by Jun • 7 clients
Apr
V2 platform live, Compliance MAR Agent, 4 new CLG firms, Italian language
WealthAi Assistant
Compliance Portal MT Newswire Integration Add Italian Language
Agents
3. Compliance - MAR
Marketplace
Capital Economics (Research) Axyon (Strategy)
Data Intelligence
Testing with Pretium
Infrastructure
Agent Framework (Olio) V2 Live & Operational Microsoft Azure In-built Security Features
Model & Orchestration
Orchestration Layer Curser SLM
Integrations
Email Data Sets
Clients joining CLG
Mediobanca (Cmpl-MAR) Patronus Partners (Cmpl-MAR) Plurimi (Cmpl-MAR) Alti Tiedemann (Cmpl-MAR)
May
Tx Reporting + Suitability agents, CRM lite, 2 more CLG firms, SDR hiring
WealthAi Assistant
Client File (CRM Lite)
Agents
4. Compliance - Tx Reporting 5. Compliance - Suitability
Marketplace
FE FundInfo (Data) FACTSET (Data)
Data Intelligence
Point Group (Analytics)
Infrastructure
Internal Token Tracking ISO Certifications Trust Centre
Integrations
Microsoft 365
GTM
Reference Clients in Switzerland Appoint SDR & Sales Reps
Clients joining CLG
Rathbones (Cmpl-MAR) JM Finn (Cmpl-MAR)
Jun
Risk + AML agents, Voice, Risk Portal, Seed round target close
WealthAi Assistant
Voice Risk Portal
Agents
6. Risk 7. Compliance - AML
Marketplace
SIX (Data) ROYC (Private Assets)
Funding
Seed Round: £3M target close. ~50% soft committed.
CLG milestone
Compliance Client Launch Group: 12 firms target (cohort of "Reference Clients")
Q2
Corp Dev & Brand (running across Q2)
Corp Dev
Swiss Launch Business Plan Milan Product & Tech Hub Plan
Brand & Marketing
Website v3 LinkedIn Campaign: "Meet your new Assistant"
GTM
Compliance Cohort Programme Develop strategy & platform for SFO & MFOs
Planned
Q3

International launch, 3 new agents, mobile app ▶

Launch in Switzerland and Milan. Client Research, Onboarding, and Comms agents. Mobile app and Meeting Transcriber.

£664K
ARR by Sep • 12 clients
WealthAi Assistant
Mobile App Meeting Transcriber
Agents
8. Client Research 9. Client Onboarding 10. Comms & Reporting
Marketplace
Bridgewise (Research) Patronus (TBC) Julius Baer (MPS & AMC)
Integrations
PM1 Expersoft Avaloq
Corp Dev
Launch in Switzerland Launch in Milan WAI Holdings Jersey relocation plan
Brand
Website v4
GTM
Targeted strategy to SFO & MFOs Launch in Switzerland
Funding
Seed Round closed. Capital deployed.
Target
Q4

Enterprise-ready, 11 clients, £732K ARR ▶

Portfolio agents launch. Jersey relocation. 26 FTE. 13 agents live. Series A preparation.

£732K
11 clients • 26 FTE
Agents
11. Portfolio Agent 12. Portfolio Commentary 13. Post-trade & Custodian Mgt
Marketplace
Morgan Stanley (AMC) Copper (DAC)
Corp Dev
Relo to Jersey
Regulated Services
E2C via WealthKernel
Financial Model Outcomes (Dec 2026)
£732K
ARR
11
Active Clients
19
FTE
13
Agents Live
P&L
£212K
Net Revenue
-£1.6M
EBITDA
125%
NRR
Client Types
Wealth Managers Private Banks EAMs
Target
2027

Scale across UK, Switzerland, Italy ▶

Full platform. Compliance + Research + Advisory expansion across cohorts. Milan hub operational. Regulated services.

£5.7M
50 clients • 30 FTE
Funding
Series A
Corp Dev
Develop plan for regulated entity in Jersey (Custody, Order Routing & AMC Execution) Develop APAC plan
Regulated Services (H2 2027)
Nominee Custody Services AMC Routing & Execution Services
Client Types
Wealth Managers Private Banks EAMs Family Offices (from H2 2027)
Financial Model Outcomes (Dec 2027)
£5.7M
ARR
50
Active Clients
30
FTE
£3.3M
Net Revenue
P&L
-£1.5M
EBITDA
125%
NRR
~75%
Gross Margin
Target
2028

Profitable, category-defining AI OS ▶

Platform at scale with 13+ agents, marketplace, enterprise clients across Europe. Cash positive throughout Seed.

£15.5M
116 clients • 35 FTE
Financial Model Outcomes (Dec 2028)
£15.5M
ARR
116
Active Clients
35
FTE
£10.9M
Net Revenue
P&L
+£4.0M
EBITDA
16.9x
LTV:CAC
£132K
Avg ACV
Client Types
Wealth Managers Private Banks EAMs Family Offices
Markets
UK & Jersey Switzerland Italy
Regulated Services
E2C via WealthKernel Nominee Custody Services AMC Routing & Execution
Horizon
29-30

APAC expansion, full regulated platform ▶

Geographic expansion into Asia-Pacific. Full suite of regulated services operational from Jersey.

TBD
Beyond financial model
Corp Dev
APAC market entry Regulated entity in Jersey fully operational
Client Types
Wealth Managers Private Banks EAMs Family Offices
Regulated Services (full suite)
E2C via WealthKernel Nominee Custody Services AMC Routing & Execution