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WealthAi

WealthAi

WealthAi provides an AI operating layer that connects wealth management firms' people, data, systems and AI agents.

London, GB🇬🇧
Founded
2023
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Latest News About WealthAi

WealthAi launches AI agents to oversee client onboarding and KYC process

Finextra Research

WealthAi launches AI agents to oversee client onboarding and KYC process

WealthAi, the AI operating system OS for wealth managers and advisers, has launched a new suite of AI agents designed to oversee the client...

Oct 2, 2026

WealthAi launches WealthAi for Advisors as advice firms enter next phase of AI adoption

Finextra Research

WealthAi launches WealthAi for Advisors as advice firms enter next phase of AI adoption

WealthAi, the AI operating system for wealth management, has today launched WealthAi for Advisors, expanding its platform to independent...

Sep 4, 2026

WealthAi and Flanks team up to solve wealth management's costly data problem

Finextra Research

WealthAi and Flanks team up to solve wealth management's costly data problem

WealthAi, the AI operating system for wealth managers, has partnered with Flanks, the AI wealth data infrastructure, to bring...

Jul 2, 2026

WealthAi launches AI-powered compliance solution for wealth managers

Finextra Research

WealthAi launches AI-powered compliance solution for wealth managers

WealthAi, the AI operating system built for wealth management, is launching its Compliance Solution - an agentic AI tool that helps...

Apr 30, 2026

Former Microsoft director Pratim Das joins WealthAi as CTO

FinTech Futures

Former Microsoft director Pratim Das joins WealthAi as CTO

London-based wealthtech start-up WealthAi has bolstered its leadership team, appointing a new CTO and head of product. Find out about the...

Apr 16, 2026

WealthAi secures €837k to launch AI-driven OS for wealth managers and family offices

Vestbee

WealthAi secures €837k to launch AI-driven OS for wealth managers and family offices

WealthAi plans to use the fresh pre‑Seed funding to accelerate development and adoption of its AI‑driven operating system for wealth...

Jan 30, 2026