WealthAi raises €837k to bring AI-native workflows to wealth management
London-based FinTech WealthAi, which positions itself as an AI-driven operating system for wealth managers, private banks and family offices, has closed a €837,000 (about $1 million) pre-seed funding round. The raise was led by Fuel Ventures and Founders Factory, as the company looks to accelerate product development and adoption among firms seeking to modernise manual, spreadsheet-heavy processes without replacing core systems.
Jason Nabi, founder and CEO of WealthAi, said the company is targeting a market that is only now moving from experimentation with AI to practical rollout. “WealthAi is built for a new era of wealth management – one where AI is not bolted on, but embedded at the core of how firms operate,” he said, arguing that wealth management’s pace of AI adoption has lagged other professional services sectors.
Why wealth managers are looking at AI now
The funding comes as European investors continue to back AI-enabled financial software, particularly tools that promise measurable productivity gains and improved compliance. While WealthAi’s pre-seed cheque is small compared with later-stage rounds, it arrives against a backdrop of broader WealthTech and FinTech investment activity in 2025.
Recent examples cited in the sector include France-based Finary raising €25 million in a Series B to expand its AI-powered wealth platform across Europe, and UK-based Clove securing €12 million early-stage funding to build a digital wealth management platform. Adjacent tooling has also attracted capital, including Stockholm-based Grasp raising €6 million for AI productivity tools aimed at analysts and consultants, and UK FinTech Coremont drawing €34 million in growth funding for institutional analytics. Collectively, these rounds point to sustained investor interest in software that can automate knowledge work and reduce operational friction in regulated environments.
Andrea Guzzoni, Sector Director at Founders Factory, framed the current wave as a shift from pilots to implementation. “As wealth managers move from experimentation to implementation, the ROI on AI is becoming clearer,” he said, pointing to cost reduction and productivity improvements as key drivers.
Product focus: modular AI layer rather than a core system replacement
Founded in 2023, WealthAi is led by Jason Nabi, described as a FinTech operator who has built platform businesses for institutions including BNP Paribas and Paxos. The company’s co-founder, Paul de Gruchy, has held senior roles across global financial institutions and industry bodies. The platform went live in 2025 and is designed to sit on top of existing infrastructure, allowing firms to deploy AI-driven workflows without a full rip-and-replace transformation.
At the core of the product is a modular architecture combining a desktop assistant, specialised AI agents, and deterministic workflows intended for regulated processes. The company also promotes a pre-integrated marketplace of services, aiming to connect tasks that are often split across multiple tools used by advisers, compliance teams and operations staff.
Mark Pearson, founder of Fuel Ventures, said the team’s focus on the needs of private banks and wealth managers stood out. He also highlighted the modular approach, arguing it lowers the barrier to adoption for firms wary of disrupting client service by overhauling their systems.
The problem it targets: fragmented systems and manual rekeying
WealthAi claims that operational fragmentation remains a persistent issue in wealth management. According to data provided by the company, one in three wealth professionals rely on 10 or more separate systems in daily work, with client information spread across platforms that do not communicate smoothly. That fragmentation can force advisers and support teams to manually rekey data, a process that consumes time, increases operational risk and adds cost.
Despite widespread acknowledgement of digital immaturity in parts of the sector, transformation efforts often stall. Firms frequently cite the cost and complexity of replacing core systems, along with the perceived risk of disrupting day-to-day client service, as reasons for slow progress.
How WealthAi says its assistant and agents work
The company’s “AI-native OS” approach centres on WealthAi Assistant, described as an agentic interface that supports wealth managers as well as compliance and operations teams. The assistant is designed to orchestrate workflows end-to-end, understand task context, and pull relevant data from connected systems depending on the user’s role.
WealthAi also offers a marketplace of pre-integrated services coordinated by AI agents, aiming to enable processes to run as a single connected workflow. The platform integrates with providers including Morningstar, Capital Economics, MDOTM, PlannerPal and Axyon. The company says it is building data aggregation capabilities that will provide access to data from more than 200 custodian banks, supporting front-, middle- and back-office use cases.
Initial modules and expansion path
WealthAi says clients typically start by adopting one or two modules before expanding. Examples include Suitability (aimed at demonstrating regulatory control), CRM Automation (designed to query CRM data more effectively to support recommendations), and Investments (an agent-orchestrated workflow to research investments, structure portfolios and issue trading instructions).
What the pre-seed round signals
While the company has not detailed a full use-of-funds breakdown, the pre-seed backing from Fuel Ventures and Founders Factory signals continued investor appetite for AI tools that promise immediate workflow automation in regulated financial services. For WealthAi, the next milestone will be proving that modular AI agents can deliver measurable time savings and compliance benefits across a customer base known for long procurement cycles and high standards for data governance.
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