Bring the full picture together
Context
Unify client information, documents, conversations and market intelligence so teams can work with the context they need.
Give your team the AI advantage to do more, faster, better.
The intelligent operating systemfor wealth management
WealthAi connects your people, data, systems and AI agents in one intelligent operating layer, turning information into action across the firm.
Trusted by wealth management firms putting AI to work
The challengeWealth management has changed.
Wealth management has changed.
The operating model hasn't.
Client expectations are rising. Regulation is increasing. Data is growing and AI is changing how work gets done. Yet much of wealth management still runs across legacy systems, spreadsheets, disconnected applications and manual processes.
WealthAi closes the loop. Rather than stopping at an answer, it connects the people, information, systems and workflows around the work, so information can move into the next action, record or process automatically.
Explore the platformOne connected operating environment
Built for how wealth management actually works.
Bring together the context, systems, workflows and controls your firm already relies on, so AI can operate across the business rather than sit alongside it as another disconnected tool.
Turn every interaction into next steps
Workflow
Move conversations into records, documentation, follow-up and actions without recreating the same information across multiple systems.
Work across the systems already in place
Integration
Link WealthAi to the data, technology and workflows already running across your firm.
Start with defined workflows and expand from there
Adoption
Introduce AI around clear use cases, prove value quickly and extend it across more teams and processes over time.
Keep AI controlled as it grows
Governance
Set permissions, oversight and auditability around how AI operates across teams, systems and workflows.
Use the right model for the job
Flexibility
Apply different AI models to different use cases and evolve the underlying architecture as your needs change.
Built around your firm
One AI operating system. Different ways to put it to work.
Whether you are running an advisory practice, wealth manager, family office or private bank, WealthAi connects the people, information and workflows behind the work.
Run a modern advisory practice without adding more administration.
- Bring client information and documents into one working environment
- Turn meetings into actions, records and follow-up
- Reduce repetitive client and administrative workflows
- Build compliance into the way work gets done
“We can already see the direct benefits of AI in how we attract new clients and grow our AUA.”
Faisal Sheikh
Monmouth Capital
Advisors
Run a modern advisory practice without adding more administration.
- Bring client information and documents into one working environment
- Turn meetings into actions, records and follow-up
- Reduce repetitive client and administrative workflows
- Build compliance into the way work gets done
“We can already see the direct benefits of AI in how we attract new clients and grow our AUA.”
Faisal Sheikh
Monmouth Capital
Wealth managers
Give your teams more capacity without adding more complexity.
- Give teams a more connected view of client information
- Reduce repetitive CRM and administrative work
- Connect workflows across front, middle and back office
- Support compliance, servicing and client-risk workflows
“WealthAi is like hiring a CTO, without the overhead.”
Jeremy Steinson
Director, Patronus Partners
Family offices & EAMs
Bring fragmented portfolios, data and workflows into one intelligent view.
- Bring information from multiple sources together
- Work across public and private market information
- Create a more connected view of clients and portfolios
- Add AI to existing workflows without replacing the entire technology estate
“Tools and processing capabilities not available until now.”
Philip Dench
Saranac Partners
Private banks
Add an AI operating layer without waiting for an enterprise transformation programme.
- Start with clearly defined AI use cases
- Connect existing systems and data
- Deploy specialised agents around specific workflows
- Apply AI across advisory, compliance, risk and operations
“Enterprise grade AI designed for a Private Bank, in an easy to use platform.”
Marco Jwad
Mediobanca
Security
AI your firm can use with confidence.
WealthAi is designed for regulated wealth management environments, with security, permissions, governance and auditability built into the operating layer.
Your data stays under your control
Use secure enterprise infrastructure designed to protect sensitive firm and client information. Your data is not used to train public AI models.
Access stays governed
Control how users, systems and AI capabilities access information through defined permissions and enterprise controls.
AI activity stays accountable
Support responsible adoption with governance, oversight and auditability around AI-enabled workflows.
Your existing environment stays connected
Introduce AI around the systems and controls your firm already relies on rather than creating another disconnected technology layer.
Azure nativeGDPR compliantFull audit trail
Read more about SecurityWhat clients say
What wealth management leaders are saying about WealthAi.
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
WealthAi is the equivalent of hiring a CTO — without the overhead. The promise of spending less time managing administration and regulatory burden and more time ensuring good client outcomes, while knowing our AI is secure and well-governed, is really exciting.
Jeremy Steinson
Director, Patronus Partners
WealthAi aims to help compliance teams focus on the higher value tasks by gathering data and automating workflows that can be time consuming — with far greater confidence in the data governance and robustness of the process.
Penny Rooney
Compliance Director, Patronus Partners
Has the potential to redefine compliance monitoring and risk management — saving an enormous amount of time previously spent manually searching for key data.
Philip Dench
Head of Risk & Compliance, Saranac Partners
Enterprise grade AI designed for a Private Bank, in an easy to use platform.
Marco Jwad
Mediobanca
Get started
See WealthAi working in your firm.
Thirty minutes. Your systems, your workflows, your use case, compliance, client intelligence, portfolio oversight or day-to-day operations.
Book a demo
A 30-minute walkthrough of the workflow that matters most to your firm.