WealthAi

• 30/01/2026
• Pre-Seed
• $1,000,000

WealthAi is the leading Agentic AI platform designed for Wealth Managers, EAMs & Family Offices. Delivering agents based on persona with a unique UX and embedded capabilities easily connecting to your legacy systems, as well as a unique 'MarketPlace' of curated AI-native Applications, digital investing services across both securities and digital assets, data and investment admin services all on a single platform, via a single UX. Partnering with some of the industry's best and largest across Portfolio Analytics & Data, Securities Services & Custody, WealthAi is the new standard for maximising productivity & performance across the Front-Office, Compliance & Operations.

Related People

Jason J. NabiFounder

United Kingdom -

WealthAi is the leading AI OS platform for Wealth Managers, Private Banks & Asset Managers. With a unique persona-based Agentic AI front-end, a hyper-intelligent OS with use case templates, orchestration and connectivity, as well as an integrated MarketPlace of Apps & Services from the best providers in the industry. WealthAi enables Wealth Managers, Private Banks, Asset Managers and Family Offices to enhance productivity across front, middle and back-office functions, lower risk and remove both legacy tech debt and over-reliance on spreadsheets.

LinkedIn https://www.linkedin.com/in/jason-j-nabi-43716a27/?originalSubdomain=uk