UK-based WealthAi Raises €837K To Automate Workflows For Wealth Managers

Founded in 2023 by fintech operator Jason Nabi who has built and scaled platforms for institutions including BNP Paribas and Paxos alongside co-founder Paul de Gruchy a senior leader with experience across major global financial institutions and industry bodies WealthAi develops AI driven infrastructure for wealth management.

“WealthAi is built for a new era of wealth management – one where AI is not bolted on, but embedded at the core of how firms operate,” says Jason Nabi, founder and CEO of WealthAi. “The wealth industry is about 12 months behind the legal profession in terms of AI adoption. In 2024, there was growing interest but little real action, this all started to change last year. I believe we are launching WealthAi at the perfect time as the industry looks to adopt AI over the coming years to enable scale and better performance.”

Launched in 2025, the platform replaces fragmented legacy systems with a modular AI layer that allows firms to deploy, test, and scale AI-powered workflows without major system overhauls or vendor lock-in.

WealthAi brings together a desktop assistant, specialised AI agents, deterministic workflows for regulated processes, and a pre-integrated marketplace of wealth management services, enabling advisers to automate administration, strengthen compliance and deliver personalised client experiences at scale.

“The team at WealthAi stood out to us immediately as the first we’ve met that is entirely focused on not only improving working lives for this extremely unique set of customers but doing so in an entirely AI-centric way,” says Mark Pearson, founder of Fuel Ventures.

WealthAi also provides a marketplace of pre-integrated services coordinated by AI agents, enabling end-to-end workflows to operate as a single, connected system.

The platform integrates with established providers including Morningstar, Capital Economics, MDOTM, PlannerPal, and Axyon, and is supported by a growing data aggregation layer that will offer access to data from more than 200 custodian banks across front-, middle-, and back-office functions.

WealthAi’s operating system is fully modular, allowing clients to start with one or two agent modules. Popular options include Suitability, which uses AI agents to support regulatory control and confidence; CRM Automation, where agents analyze CRM data to help advisers deliver more insightful recommendations efficiently; and Investments, an agent-led workflow that supports research, portfolio construction and trade execution.

“Not only is WealthAi building AI that underpins a marketplace platform that truly understands the specific pain points that wealth managers face, they are constructing it on an entirely modular architecture. This means that firms don’t have to test their mettle by overhauling their systems entirely. Instead they can pick, adopt and adapt to distinct, individual modules at a pace that suits them and their clients,” Mark.

About WealthAi

WealthAi is an agentic AI operating system built for wealth managers, EAMs, and family offices. The platform delivers role-based AI agents, seamless legacy system integration, and a curated marketplace of AI-native applications, digital investing services, data, and administration tools all accessible through a single, unified user experience.