WealthAi
Agentic operating system for wealth managers and family offices
WealthAi offers an AI operating system for wealth managers, family offices and private banks, centred on an agentic assistant plus modules for suitability, CRM automation and investments. A marketplace of pre-integrated services includes Morningstar and Axyon.
GAII take
Very early; broad OS ambition on a pre-seed budget makes focus the key risk.
Very early; broad OS ambition on a pre-seed budget makes focus the key risk.
- Website
- wealthai.tech
- Headquarters
- London, UK
- Founded
- 2023
- Company type
- Startup
- Funding
- $1.0M · Pre-seed / Seed
- Latest round
- Pre-Seed · $1M · Jan 2026
- Status
- Active
- Founders
- Jason Nabi, Paul de Gruchy
- Investors
- Fuel Ventures, Founders Factory
- Buyer
- Wealth managers & RIAsFamily offices
- Asset class
- Multi-asset
- Workflow
- Portfolio constructionCompliance
- Ai capability
- Agents & automation
- Delivery
- SaaS application
GAII ID GAII-T0464 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.