WealthAi - Data Room

Team Composition

Engineering & AI

Product & GTM

Leadership & Ops

Engineering & AI (12)

Product & GTM (8)

Leadership & Ops (3)

Includes ExCo. 50% of the team is engineering and AI, reflecting the platform-first build phase.

23 Team Members in Place

30 Target Headcount

5 Executive Committee

1 Office (London)

Executive Committee

JN

Jason J. Nabi

Co-Founder & CEO

Built and scaled several fintech and regulated platform businesses. Former Bloomberg, Paxos. Deep industry expertise in WealthTech. Responsible for company vision, strategy, and investor relations.

PG

Paul de Gruchy

Co-Founder, Head of Legal & Compliance - Group

Commercial and regulatory lawyer with 25 years in wealth management. Former head of legal for an offshore global bank. Director of a FTSE 250 infrastructure company. Relocating to Jersey in 2026.

PD

Pratim Das

CTO

Leading WealthAi's engineering and platform architecture. Building the AI-native infrastructure that powers the WealthAi OS. Responsible for technical strategy, engineering team, and platform delivery.

WI

Willis Bruckermann

Corporate Development & Partner Strategy

Building WealthAi's partner ecosystem and strategic relationships. Driving the marketplace, commercial partnerships, and corporate development opportunities.

CH

Charlotte Morton

CMO

Leading brand, marketing, and go-to-market strategy. Building WealthAi's market presence, positioning, and thought leadership in the AI wealth management space.

Hiring into leadership

?

Hiring

CPO & Product Strategy

?

Hiring

CRO

?

Hiring

COO

?

Hiring

CFO

Tech

11 in place

Reports to CTO. Building the AI-native infrastructure, agents, and platform.

SO

Soheel Haque

Engineering Lead

DK

David King

Deployment Engineer

JM

John Mosquera

Azure Engineer

AM

Arden Mendonca

AI Engineer

SS

Siddharath Singh

AI Engineer

PS

Priyansh Shah

AI Engineer

AK

Arshit Kumar

AI Engineer

BR

Binay Rai

QA / PM

AK

Aditya Kalsotra

Frontend Developer

LS

Laksh Sharma

Tech

?

Hiring

Chief AI Officer

GTM

7 in place

Product, sales, marketing, and client success. Driving adoption and revenue growth.

HK

Harry Kyprianou

Product Lead - Wealth Management

IE

Izsel Ersoy

Product Lead - Assistant & UX

SD

Steve D'Souza

New Business Development

BK

Bahareh Khezr

New Business Development

RO

Ronald Roccioletti

Pre-Sales

JC

Jo Candy

MarCom

?

Hiring

SDR

?

Hiring

Deployments & Pre-Sales Lead

?

Hiring

Client Success & Onboarding Lead

Management & Corporate

2 in place

Leadership, legal, HR, finance, and operations. ExCo members (Jason, Paul, Pratim, Willis, Charlotte) shown above.

KA

Kate

Admin / Support

NA

Nathalie le Barz

Head of HR

Advisors

JR

Jamie Reynolds

Advisor

Three-time venture-backed founder (Bondcube, NPL Markets, P.S. Bridal), raised over £10M. 14+ years in startups, 1,000+ founders mentored, 20+ accelerator programmes. Advising WealthAi on fundraising strategy, GTM, and the seed round.

CR

Christian Reuss

Advisor

Former CEO of SIX Swiss Exchange, where he grew the platform into a top-three European ETF venue and a leading global exchange for crypto-listed products. 25 years of capital markets leadership across Goldman Sachs, Deutsche Borse, and SIX, with deep expertise in financial market infrastructure and digital asset listings.

JS

Jeremy Steinson

Advisor

CEO and Partner at Patronus Partners, a London-based independent wealth manager and WealthAi investor. Previously Head of Trading at Killik & Co, advising professional investors, hedge funds, and family offices. Brings frontline wealth management operating experience and a practitioner's perspective on compliance and portfolio challenges.

PD

Philip Dench

Advisor

Head of Risk and Compliance at Saranac Partners, the private investment office founded by former Barclays Wealth CEO Tom Kalaris. Regulatory and compliance leadership across Lombard Odier, JP Morgan, Credit Suisse, Schroders, and the FCA. A credible voice on the compliance pain points WealthAi addresses.

Culture & Operating Principles

WealthAi operates on a set of principles designed for speed, accountability, and results. Inspired by the best of high-performance technology companies.

1

Sports team, not family. High performance standards. Meritocratic. We keep the best players on the field.

2

Doers only. No managers or passengers. Everyone builds, ships, or sells.

3

Data over opinion. Decisions are grounded in evidence, not hierarchy.

4

Informed captains decide. No committees. Gather input, then one person decides and owns the outcome.

5

Truth over comfort. Direct candour is valued. We'd rather hear the hard truth early than discover it late.

6

Speed and purpose over perfection. Ship, learn, iterate. Done is better than perfect.

7

Merit is the only currency. Impact determines progression, not tenure.

8

Everyone measured by OKRs. No exceptions. Weekly tracking, full transparency.

9

Reward effort and results. Drag not tolerated. We move fast and expect everyone to keep pace.

10

Everyone can pitch WealthAi. Every team member should be able to explain what we do, why it matters, and why now.

11

Accomplish more with less. Constraints breed creativity. We don't wait for more resources - we find a way.

Operating Cadence

Weekly

ExCo meetings. OKR tracking across all teams. Sprint reviews and planning.

Monthly

Business reviews. Pipeline and revenue analysis. Product roadmap updates.

Quarterly

Leadership offsites. OKR setting and review. Strategic planning and prioritisation.

Ongoing

Data-driven decisions. Direct candour. Continuous deployment and client feedback loops.

Hiring Plan

22 team members in place (14.8 FTE today). Key hires being filled include C-suite leadership (CPO, CRO, COO, CFO), a Chief AI Officer, and commercial roles to drive client acquisition and success.

12

Engineering & AI

8

Product & GTM

3

Leadership & Ops

8

Open roles