WealthAI

What is WealthAI?

WealthAI is an AI-powered operating system designed specifically for wealth managers, private banks, asset managers, and financial advisers. It aims to revolutionize wealth management by providing an intelligent, adaptable platform that enhances productivity, performance, and client engagement. Similar to how Windows transformed personal computers and Android changed smartphones, WealthAI is set to redefine modern wealth management.

Benefits

WealthAI offers several key benefits:

• Intelligent Co-Pilot: The WealthAI Assistant acts as an intelligent co-pilot, executing commands, reasoning, adapting, and taking initiative to help users achieve complex goals. It can delegate tasks in natural language, integrate multiple sources and services, and customize to user personas and work patterns.
• Streamlined Workflows: By integrating internal systems and external services via the WealthAI MarketPlace, the platform streamlines workflows, improves accuracy, and boosts productivity.
• Enhanced Productivity: WealthAI enhances productivity, performance, and brand building for wealth managers and their teams.
• Personalized Services: The platform enables relationship managers to focus on building client relationships and delivering personalized services, covering more clients with better outcomes.
• Portfolio Management: Portfolio managers can deliver personalized portfolio strategies, while compliance officers can support ad-hoc business and client queries and monitor activity with active tracking and alerts.
• Operations Management: Operations managers can orchestrate and communicate across service providers, utilizing a range of protocols.

Use Cases

WealthAI is designed to cater to various roles within wealth management:

• Relationship Managers: Can focus on building client relationships and delivering personalized services, covering more clients with better outcomes.
• Portfolio Managers: Can deliver personalized portfolio strategies.
• Compliance Officers: Can support ad-hoc business and client queries and monitor activity with active tracking and alerts.
• Operations Managers: Can orchestrate and communicate across service providers, utilizing a range of protocols.

The WealthAI MarketPlace

The WealthAI MarketPlace is a unique ecosystem of best-in-class curated partners delivering apps and services. This ecosystem is pre-integrated and modular, catering to every user's needs. Notable partners include:

• MDOTM Sphere for portfolio optimization
• WealthKernel for digital investing
• Axyon for uncovering investing opportunities with AI
• ROYC for building the future of private markets
• PlannerPal for AI-enabled client engagement
• Morningstar for data
• TBA for digital asset trading and custody
• MDOTM for AI-driven portfolio commentary

About WealthAI

WealthAI was founded in 2023 with the mission to build the leading AI operating system designed for wealth managers, family offices, private banks, and asset managers. The company's vision is to build an AI-native OS platform that modernizes how wealth firms work, enabling them to scale smarter, serve better, and lead with confidence in an AI-driven future. Their mission is to lead the responsible adoption of AI across wealth management, setting new standards in usability, performance, and trust.

Team

WealthAI's team includes industry experts and experienced professionals:

• Jason Nabi: Founder & CEO, with extensive experience in building and scaling fintech and regulated platform businesses.
• Paul Jones: CTO & Head of AI, Co-Founder, with a track record of delivering new platforms in wealth management and portfolio analytics.
• Paul de Gruchy: Head of Legal & Compliance, Co-Founder, with 25 years of experience in the wealth management industry.

Our Partners

WealthAI has partnered with best-in-class app and service providers, including:

• MDOTM: Leader in analytical and generative AI investment solutions for asset and wealth management.
• PlannerPal: Award-winning software that automates the creation of client meeting summaries and draft documents.
• WealthKernel: Provides the investment infrastructure over API for companies looking to provide custody and execution services for their clients.

Register Your Interest

WealthAI is an AI-native infrastructure platform designed for wealth managers, family offices, and asset managers. To schedule a demo and discuss how WealthAI can enable your business, please connect here.