Team

Jason Nabi

Founder & CEO

Founder and CEO of WealthAi since January 2023. Thirty-five years across wealth management, capital markets and fintech. Former Chief Revenue Officer at Bosonic and at Paxos, Managing Director and Global Head of Innovation at HSBC Securities Services, Managing Director and Global Head of Global Broker-Dealer Services at Société Générale, CEO of Off-Shore and Alternative Funds at BNP Paribas Securities Services, and Group Head of Strategy and M&A at Euroclear. Former Board Member at the International Securities Services Association (ISSA), plus advisory roles at Street Context (exit to Thoma Bravo), GCEX, Vestrata, Tiller, FinFabrik and Luxoft. Started his career at Charles Schwab, FutureSource and Bloomberg (Head of Switzerland and Nordic Territories). Chartered Institute of Marketing. Responsible for company vision, strategy, and investor relations at WealthAi.

Paul de Gruchy

Co-Founder & Chief of Staff

Twenty-five year legal career across wealth management, private banking and regulated financial services. Former Head of Legal CI and IOM at BNP Paribas (nine years), covering private bank, trust company, fund administration and global custody lines. Non-Executive Director at GCP Infrastructure Investments (FTSE 250) for twelve years, reviewing and approving over £900M of UK infrastructure investments. Former NED at ShareSoc, including providing expert witness testimony in the High Court on a market manipulation case. Cambridge BA/MA English Literature; Legal Practice Certificate from the College of Law, Guildford. Relocating to Jersey in 2026.

Pratim Das

Co-Founder & Chief Technical Officer

Twenty-five years building data and AI platforms at scale. Most recently VP, Cloud, Data & AI Engineering at Capgemini Invent, where he built the Big Data and Data Science Platforms capability and led joint go-to-market with Microsoft on generative AI and Copilot workplace transformation. Previously at AWS (partnering with Amazon Athena and Amazon EMR teams) and Microsoft, where he was the company's champion for the ethical use of AI. MSc Computer Science from the University of Birmingham. Joined WealthAi as CTO in February 2026; responsible for technical strategy, engineering team, and platform delivery.

Izel Ersoy

Co-Founder & Chief Product Officer

Chief Product Officer, specialising in UX/UI design leadership and AI-driven product delivery in wealthtech and fintech. Ten years of product leadership spanning family office, wealth management, insurance and credit risk platforms. Most recently Product Lead at MyFO, a family office wealth management platform where she delivered a comprehensive platform redesign and designed integrations with Plaid, Codat and Wealthica across $1B+ AUM. Founding Partner at AthenosLabs, delivering product architecture for banks and wealthtech firms. Beedie School of Business, Simon Fraser University. Owns the product roadmap, design, and user experience at WealthAi.

Charlotte Morton

Chief Marketing Officer

Twenty-plus years in senior marketing leadership at Google and YouTube, including Head of Brand and Reputation Marketing and Head of YouTube B2B Marketing. Led global B2B brand positioning and creative strategy across industries and regions. Cambridge MA English Literature. At WealthAi, responsible for brand, marketing, and go-to-market strategy, and for building WealthAi's market presence and thought leadership in the AI wealth management space.

Harry Kyprianou

Head of Product & Solutions Strategy

Fifteen years in financial services, including nearly a decade at Rathbones. Has scaled AI-powered platforms from pilot to full deployment, and led CRM consolidation across three merged businesses, Rathbones, Saunderson House and Investec, covering £99bn in client assets. At WealthAi he translates deep industry knowledge directly into product strategy and drives collaboration with clients.

Soheel Haque-Everding

Head of Engineering & AI

Started his career as a trading systems engineer at Merrill Lynch, and has held senior technology roles at UBS and BNP Paribas. Before joining WealthAi he founded and sold a crypto trading platform. Graduate of Cambridge University. Leads engineering and AI delivery across the platform.

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.

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.

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.

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.