Traction & Clients
WealthAi has 2 live reference clients, a Compliance Launch Group of 7 confirmed firms (5 more being sourced), and a pipeline of 25 logos worth GBP 2.6M Y1 TCV unweighted.
Q2 2026 Target
12 firms in the Compliance Launch Group
7 firms confirmed (Saranac Partners signed as anchor sponsor, 6 in active discussions). 5 more being sourced.
Key Metrics
7
Compliance Launch Group firms
11
Signed marketplace partners
2
Live reference clients
25
Pipeline logos (GBP 2.6M Y1 TCV)
Live Reference Clients
Two live reference clients are running on the Research Agent today as non-invoicing pilot deployments. Additional firms below sit in active pipeline discussions, in the Compliance Launch Group, or in distribution partnerships. First paying client en route is Patronus Partners (Q2 2026).
Knightons Capital
Investment Manager - UK
Live reference client (non-invoicing pilot deployment). Using the Research Agent to attract new clients and grow AUA.
New College Capital
Investment Manager - UK
Live reference client (non-invoicing pilot deployment). Using the Research Agent to support client growth and portfolio insights.
Pipeline & In Progress
Firms in active discussions through the Compliance Launch Group, research pilots, or wider pipeline conversations.
Saranac Partners
Wealth Manager - UK
Compliance Launch Group anchor sponsor. MSA signed. Leading the MAR Agent PoC with email surveillance and trade matching.
Patronus Partners
Wealth Manager - UK
Compliance Launch Group member. Active engagement on compliance use case. Presentation delivered April 2026.
Rahn & Bodmer
Private Bank - Switzerland
Active pipeline. One of Switzerland's oldest private banks. Exploring research and portfolio insight use cases.
Plurimi
Wealth Manager - UK
In progress. Compliance Launch Group member. Exploring compliance and wealth management use cases.
Alti Tiedemann
Wealth Manager - Global
In progress. Compliance Launch Group member. Exploring compliance and wealth management use cases.
Capital Economics
Distribution Partner
Distribution partnership signed. Access to 250 institutional clients for research and insight distribution.
Compliance Launch Group
A collaborative cohort targeting 12 firms to co-develop WealthAi's Compliance solution. Early adopters get direct input into what gets built, early access to the Compliance Portal and MAR Agent, and special terms for the first period of usage. Saranac Partners is the anchor sponsor with MSA signed. 7 firms confirmed, 5 more being sourced (12 total target).
Saranac Partners
Wealth Manager - UK
Anchor sponsor. MSA signed. Leading the MAR Agent PoC with email surveillance and trade matching.
Patronus Partners
Wealth Manager - UK
Active engagement on compliance use case. Presentation delivered April 2026.
JM Finn
Wealth Manager - UK
100+ user opportunity. Board-level engagement on compliance and client advisory workflows.
Rathbones
Wealth Manager - UK
Major UK wealth manager. Exploring compliance and investment management use cases.
Mediobanca
Private Bank - Italy
Largest pipeline deal. 100+ users across private banking and wealth management divisions.
Plurimi
Wealth Manager - UK
Compliance Launch Group member. Exploring compliance and wealth management use cases.
Alti Tiedemann
Wealth Manager - Global
Compliance Launch Group member. Exploring compliance and wealth management use cases.
Slots 8-12 (sourcing)
5 remaining slots. Actively sourcing from UK and European wealth managers with diverse regulatory perspectives and multi-jurisdiction compliance requirements.
Client Testimonials
"By using AI to interrogate unstructured data, WealthAi has the potential to revolutionise compliance monitoring and risk management, saving an incredible amount of time spent manually searching for key data or using sample based monitoring."
Philip Dench, Head of Risk & Compliance, Saranac Partners
"WealthAi will help transform the Wealth Management industry as AI helps drive a new era in performance. Already, we can see the direct benefits of AI supporting our business in terms of how we can attract new clients and grow our AUA."
Rob Reoch, Director, New College Capital & Knightons Capital
Key Milestones
Company founded
WealthAi Holdings Limited incorporated. Jason Nabi and Paul de Gruchy begin building the platform.
Pre-seed investment closed
£1.4M pre-seed round with Founders Factory, Fuel Ventures, Patronus Partners and angels.
Research Agent launched
First product live with early reference clients. Morningstar integration completed.
Compliance Agent launch & Compliance Launch Group
MAR surveillance Compliance Agent goes live. Saranac Partners signs MSA as anchor sponsor. Compliance Launch Group forms with 7 firms confirmed and 5 more being sourced (12 total target). Seed fundraise of £3M in progress.
Advisory Agent & agent expansion
Client Advisory Agent goes live. Roadmap includes 10+ additional agents across front, middle, and back office over the following quarters.
Pipeline & Growth
WealthAi's go-to-market is compliance-led. The Compliance (MAR) Agent is the wedge product that lands new clients, with expansion into Research and Advisory driving platform adoption and revenue growth.
Compliance Pipeline
Saranac Partners. Anchor sponsor, MSA signed. Leading the MAR Agent PoC.
Patronus Partners, JM Finn, Rathbones, Mediobanca, Plurimi, Alti Tiedemann. 6 firms in active discussions, ranging from initial presentation to advanced engagement.
5 more being sourced. Actively sourcing to complete the 12-firm launch group by end of Q2 2026.
Wider Pipeline
25 pipeline logos. GBP 2.6M Y1 TCV unweighted across UK, Swiss, and European wealth managers and private banks.
Active pipeline firms include Rahn & Bodmer and others in research, advisory, and compliance conversations.
Capital Economics. Distribution partnership signed, unlocking access to 250 institutional clients.
Land and Expand Strategy
Compliance is the wedge. Firms entering through the Compliance Launch Group are natural expansion candidates for Research and Investments products.
The marketplace (17 partner relationships, 6 live and 11 LOI/MOU) further deepens platform stickiness, giving clients access to data and tools through a single WealthAi interface rather than managing multiple vendor relationships.
Signed partners: MT Newswires (licensed data feed), Morningstar, Axyon AI, MDOTM, Stratiphy, Copper Markets (Switzerland), ROYC (Sweden), PlannerPal, Tiller, Wealth Kernal, Pretium.