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
Built for wealth management
Operate with more speed,control and capacity.
Connect workflows, data and intelligence across your firm so teams can cut manual work, act faster and expand capacity without adding operational complexity.
Trusted by wealth management firms putting AI to work
By firm type
Start with the pressure holding your firm back.
See how WealthAi addresses the priorities across different operating models, then expand into more workflows as the value grows.
Advisors
Spend more time advising. Less time managing the work around it.
Current pressureEvery client interaction creates another chain of notes, forms, documents, updates and follow-up. That administration takes advisers away from the work clients value most.
Strategic shiftTurn every client interaction into a connected workflow.
Operating map
- Where work starts
Client meetings, calls, emails and document requests
- Where it comes together
One client file holding context, documents and history
- Where it goes
Follow-ups, records and compliance, without rekeying
- Bring meeting preparation, client information and documents into one place
- Move from meeting to follow-up without recreating context
- Reduce repetitive administration across forms, notes and client updates
- Give advisers faster access to the information and next actions they need
- Extend into onboarding and compliance as needs grow
What clients are saying
What early clients are saying about WealthAi.
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
Book a meeting
See what WealthAi could change inside your firm.
Show us how your team works today and we'll show you how WealthAi can connect the people, systems, data and workflows around it. Whether the priority is adviser productivity, client intelligence, compliance, onboarding, portfolio oversight or operational efficiency, start with the workflow that matters most.
Book a demo
A 30-minute walkthrough of the workflow that matters most to your firm.