The Leading AI Operating System for Wealth Managers

WealthAi Tech

I began my career at a traditional wealth manager during a period of profound industry change driven by advances in technology. Since then, I’ve been at the forefront of fintech disruption at Bloomberg, Paxos, and more recently by building platform businesses guided by a single passion: using technology to help clients grow, scale, and transform the way they invest. That passion is what led me to found WealthAi Tech.

Our Vision

AI will fundamentally reset both the economics and the service paradigm of wealth management over the next decade. Every wealth management firm will embed AI into its operating system, automating workflows, simplifying processes, and unlocking step-change gains in efficiency and performance.

At the same time, the industry is becoming more complex, not less. Clients now demand broader product choice, stronger performance, lower fees, and personalized service.

The industry itself continues to expand in both assets and participants. By 2030, the number of family offices is expected to exceed 10,000, representing nearly $3 trillion in assets, with the global number of firms surpassing 56,000 and the workforce growing to more than 1.5 million people.

The old model, the old technology, and the old ways of working were not built for this world and simply cannot keep up.

The Challenge – Legacy tech is the constraint.

Users are still trapped with over extended architectures, fragmented vendor systems and over dependence on spreadsheet-driven workflows.  All of this is expensive to run, has inherent risks, and impossible to scale at the right price point and without compromise.  Firms spend millions maintaining tech that slows them down and caps growth.

We are building WealthAi Tech as the leading AI Operating System for Wealth Managers.

WealthAi Tech enables greater personalisation of services, real business agility and user performance, as well as the removal of risky, manual processes. We save time, costs and simplify operations. We do this by delivering real tech-agility, by utilising technologies that are redefining the way of work,  and we do this without compromise and supported by a deep domain understanding from having been part of the Wealth Management industry for decades.

We are obsessed with users.

We talk their language, we help them scale and enhance their performance – across all roles, Advisors, Portfolio Managers, Compliance and Operations teams.

WealthAi Tech Assistant is a new and powerful personal AI digital assistant for every employee that runs on the WealthAi Tech OS.  A powerful application with features beyond just AI-powered search that sits on the user’s desktop, laptop or mobile.  The WealthAi Tech Assistant helps orchestrate workflows, automates execution and management of tasks end to end, acting as a true extension of the user.  The WealthAi Tech Assistant is part of the ‘users brand’. Always on, always working for the user.

Connectivity without the pain.

Connectivity is a big part of what we solve for.   Through our integrated MarketPlace, clients can access best-in-class providers like Morningstar, Capital Economics, MDTOM, and Axyon, and with our unique data layer we can deliver data aggregation and connect to 200+ custodian banks. WealthAi Tech also connects to internal systems and data with ease.

The result is inevitable.

WealthAi Tech is the AI-native platform for a new era of wealth management, dramatically lowering costs, eliminating spreadsheets, accelerating task execution, strengthening controls, and unlocking the ability to scale both performance and personalisation.  We believe this is hard to ignore.

The Future is ours.

WealthAi Tech is already working with leading Private Banks, Asset Managers and Family Offices, we have a world-class team, and we’re lucky to have great financial backers, but we’re just getting started.

To try out the WealthAi Tech Assistant – or to join our journey as part team,  we’d love to hear from you.