Free
Any firm type
- AI Search
- Client File
- Meeting Intelligence
- Form Filler
- Document Library
- Financial Markets & News
Pricing
Clear pricing for the wayyour firm operates.
Choose the WealthAi package that fits your team, workflows and level of complexity.
£250 per user / month
Basic Plan
- Natural-language questions and tasks
- Best-fit model routing across leading providers
- Synthesised, source-cited responses
- Client context paired with live market data
- Single structured record per client
- Personal, suitability, holdings, and document history in one place
- Automatic updates from notes, forms, and generated documents
- Updated context fed back to the Assistant for faster, more accurate follow-on work
Custom pricing
For 10+ users, wealth managers and private banks
- Everything in the packaged plan
- Custom specialist agents
- Advisory, onboarding, compliance, risk and operations workflows
- Data aggregation & intelligence
- KYC & digital onboarding
- Integration with existing systems, data and controls
- FDE and integration support
- Enterprise deployment and configuration
Flexibility built in
Built around the complexity of your firm.
Smaller teams get a clear packaged offering. Larger firms get the flexibility to connect WealthAi across the workflows, data and systems that matter to their operating model.
Which WealthAi package is right for my firm?
Smaller firms with up to 10 users can start with WealthAi for Advisors or WealthAi for EAMs & Family Offices. Larger firms, or firms that need custom agents, data connectivity or deeper integration, move into WealthAi Enterprise.
What is included in the trial?
The trial gives your team access to the core WealthAi Assistant across real workflows. Trial length and exact module access depend on the package — see each card for the current trial window.
Can we add more agents and workflows later?
Yes. WealthAi supports specialist workflows across advisory, onboarding, compliance, risk and operations.
Can WealthAi connect to our existing systems?
Yes. For complex private banking environments we can connect WealthAi to existing APIs, data and systems, with integration support where required.
Do we have to replace our existing technology?
No. Keep the systems that still work for you and connect WealthAi around them.
Talk to us
Find the WealthAi model that fits your firm.
Tell us how your firm operates and what you need WealthAi to support. We'll show you the package or Enterprise setup that best fits your team, workflows and systems.
Book a demo
A 30-minute walkthrough of the workflow that matters most to your firm.