Traction & Clients

"WealthAi has the potential to redefine compliance monitoring and risk management, saving an enormous amount of time that was previously spent manually searching for key data."

Philip Dench, Head of Risk & Compliance, Saranac

"WealthAi stands out because it solves a genuine workflow problem in a regulated market, helping firms operate more efficiently with AI-driven analysis, and has been built with security and compliance top of mind."

Rick Bains, CTO & Founder, Saranac

"The real power is integrating AI into the heart of client service and delivery, not as an add-on, but as the core driving real-time efficiency and productivity. That's what WealthAi makes possible."

James Wetherall, COO, Affinity Wealth

"We can already see the direct benefits of AI in how we attract new clients and grow our AUA. WealthAi is helping us move faster and operate at a higher level."

Rob Reoch, New College Capital

"For a firm like ours, how do we integrate AI safely and securely, especially when the LLM landscape is changing so rapidly? WealthAi is the equivalent of hiring a CTO without the overhead."

Jeremy Steinson, Director, Patronus Partners

"WealthAi aims to help compliance teams focus on the higher value key tasks by gathering data and automating workflows that can be time consuming, with confidence in the data governance and robustness of the process."

Penny Rooney, Compliance Director, Patronus Partners