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WealthAi
United Kingdom · Fintech
WealthAi develops modular AI software that connects systems and automates workflows for wealth management firms.
Product
WealthAi connects wealth managers, family offices and private banks to their existing systems through an AI operating layer. Its assistant coordinates tasks across client information, compliance, investments and operations.
Firms can begin with individual modules rather than replacing their full technology stack. The platform combines workflow automation with pre-integrated services, allowing teams to add capabilities as their needs grow. Founded by Jason Nabi and Paul de Gruchy, it began deploying its platform in 2025.
Funding history
1 round · 1 with disclosed amounts| Announced | Round | Amount | Investors |
|---|---|---|---|
| Pre-seed | $1M | Founders Factory — LeadFuel Ventures — Lead |