WealthAi, a pioneering AI-native company, today announced the launch of the ๏ฌrst AI Operating System (AI OS) purpose-built for the wealth management industry. WealthAi combines a unique user-driven Agentic AI front-end with a curated MarketPlace of AI Apps & services from a growing ecosystem of partners.ย Designed from ๏ฌrst principles to support seamless, human-centric work๏ฌows, the platform is set to transform the $120 trillion global wealth sector.
WealthAi AI OS Solving the Industryโs Core Challenges
Wealth managers today face rising costs, legacy tech debt, operational ine๏ฌciencies, and a ๏ฌood of standalone AI tools that only increase complexity. WealthAi is a uni๏ฌed, intelligent solution that:
- Bridges legacy and AI: Enabling safe, incremental migration from outdated systems to the best AI tools for Wealth Managers
- Boosts productivity: Completing tasks in minutes that traditionally took days, covering more clients with better, personalised services
- Improves data & system utilisation: Helping ๏ฌrms get more from existing systems and data
- Simpli๏ฌes AI adoption: Delivering a plug-and-play experience through pre-integrated apps and services.
WealthAi replaces fragmented tools and outdated dashboards with an intelligent, integrated, and context-aware AI OS. With embedded AI agents, compliance and secure data orchestration, the platform empowers wealth managers, private banks, and asset managers to deliver exceptional service at scale, with speed, security, andresilience.
A New Paradigm: Three elements of the WealthAi AI OS
1. WealthAi Assistant
A user-driven, agentic AI interface that doesn’t just assist, it acts. The Assistant moves users from request to result in real time, handling data retrieval, admin, reporting, and complex work๏ฌows. It adapts to ๏ฌrm or user-level preferences and connects with legacy systems and data sources.
2.ย ย WealthAi MarketPlace
A curated range of pre-integrated best-in-class AI applications and services that span the entire wealth value chain. Clients can access these services at the point of need, instantly and without the usual integration burden.
3.ย ย WealthAi Platform
The secure orchestration and delivery layer that powers the OS. With advanced AI management tools, a single API gateway, and full audit control, it ensures compliance, performance, and scalability in the most highly regulated environments.
Quotes
โWe’ve built this OS in collaboration with clients and partners to address the speci๏ฌc needs of wealth managers, private banks, and asset managers,โ said Jason Nabi, CEO & Founder of WealthAi. โOur vision is that ๏ฌrms will no longer need to invest heavily in their own tech stacks. With WealthAi, they can run their entire business on a single, scalable, ๏ฌexible platform. Itโs time for modern, AI-๏ฌrst infrastructure to replace outdated vendor solutions.โ
โEveryone agrees AI is going to rede๏ฌne how the industry works, but most ๏ฌrms struggle where to start or lack the time
or desire to look at point solutions. Weโve curated the best apps, with the best partners and integrated them into our platform. Weโve removed the complexity and delivered convenience. Weโre thrilled to already be working with over twenty partners from breakthrough AI innovators to global data providers and the largest custodian banks to deliver this vision.โ
How WealthAi Delivers
- Scale and agility: From solo advisers to global banks, any ๏ฌrm can use the platform.
- Context-aware AI: Assistants learn user preferences and evolve to handle nuanced tasks.
- Secure and compliant: Built to exceed the toughest regulatory and data standards.
- Cost-e๏ฌective: No upfront investment, low cost per user, and enables sunsetting of outdated and expensive vendor
- Proven impact: Early adopters report up to 70% productivity gains and accelerated client & AUM growth.
- User-level choice: Enables di๏ฌerent users in the same ๏ฌrm to choose the right tools for their role, evolve their use of tools as new tools emerge or as they change their No longer tied to ๏ฌrm-wide vendor decisions.
About WealthAi
WealthAi is founded by industry veterans Jason Nabi, Paul de Gruchy, Angus Scott and Paul Jones, experts from ๏ฌntech, wealth management, and AI. The team brings deep experience in platform-based businesses, ๏ฌntech scaling, and regulated markets. WealthAi is on a mission to empower the wealth industry with the category leading AI OS platform that delivers choice, agility, and performance.
