UK’s WealthAi closes €837k pre-Seed to automate workflows for private banks and family offices

London-based WealthAi, a FinTech company and the first AI-driven OS designed specifically for wealth managers, family offices and private banks, has raised an initial €837k ($1 million) pre-Seed.

The round was led by Fuel Ventures and Founders Factory.

“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,” says Jason Nabi, founder and CEO of WealthAi. “The wealth industry is about 12 months behind the legal profession in terms of AI adoption. In 2024, there was growing interest but little real action, this all started to change last year. I believe we are launching WealthAi at the perfect time as the industry looks to adopt AI over the coming years to enable scale and better performance.”

In a broader European context, WealthAi’s pre-Seed round comes amid continued funding activity across WealthTech, FinTech and AI-driven financial software in 2025.

In France, Finary raised €25 million in a Series B round to scale its AI-powered wealth management platform across Europe. In the UK, Clove secured €12 million at an early stage to build a digital wealth management platform, making it a geographically relevant comparison to London-based WealthAi.

Adjacent to wealth management, Stockholm-based Grasp raised €6 million to develop AI productivity tools for financial analysts and consultants, while UK FinTech Coremont attracted €34 million in growth funding to accelerate its institutional analytics platform.

Taken together, these 2025 funding rounds represent more than €77 million invested into AI-enabled and software-led financial services platforms, providing a backdrop to WealthAi’s smaller, early-stage raise.

“As wealth managers move from experimentation to implementation, the ROI on AI is becoming clearer,” adds Andrea Guzzoni, Sector Director at Founders Factory. “By automating manual processes and eliminating spreadsheet-driven workflows, platforms like WealthAi are helping firms reduce cost, improve productivity and scale without adding complexity.”

WealthAi was founded in 2023 by Jason Nabi, a FinTech operator who has launched and scaled platform businesses for institutions including BNP Paribas and Paxos, alongside co-founder Paul de Gruchy, who has held senior roles across major global financial institutions and industry bodies.

The platform, which went live in 2025, replaces fragmented legacy infrastructure with a modular AI layer that enables firms to deploy, test and scale AI-driven workflows without large-scale system overhauls or vendor lock-in.

WealthAi combines a desktop assistant, specialised AI agents, deterministic workflows for regulated processes and a pre-integrated marketplace of wealth management services, helping advisers automate administration, strengthen compliance and deliver personalised client service at scale.

“The team at WealthAi stood out to us immediately as the first we’ve met that is entirely focused on not only improving working lives for this extremely unique set of customers but doing so in an entirely AI-centric way,” says Mark Pearson, founder of Fuel Ventures.

According to data provided by WealthAi, one in three wealth management professionals rely on 10 or more separate systems in their daily work with client information fragmented across platforms that don’t communicate to one another. As a result, advisers are forced to manually rekey data, consuming valuable time, increasing operational risk and driving up costs.

Despite acknowledging their digital immaturity, the company says digital transformation for wealth managers, private banks and family office managers has been slow. These individuals consistently cite the cost, complexity and risk of disrupting day-to-day client service as key barriers to overhauling core system.

WealthAi’s single, AI-native OS looks to eliminate wealth managers, family offices and private banks’ fragmented systems. The platform combines built-in connectivity, shared data and access to tools across the tech stack, all surfaced through WealthAi Assistant – an agentic AI interface that supports managers, compliance and operations teams in their day-to-day work.

WealthAi Assistant orchestrates workflows, automates tasks end-to-end and understands the context of each task, pulling in the relevant systems and data for that user’s role.

“Not only is WealthAi building AI that underpins a marketplace platform that truly understands the specific pain points that wealth managers face, they are constructing it on an entirely modular architecture. This means that firms don’t have to test their mettle by overhauling their systems entirely. Instead they can pick, adopt and adapt to distinct, individual modules at a pace that suits them and their clients,” Mark.

WealthAi also offers a marketplace of pre-integrated services coordinated by AI agents, all of which allow end-to-end processes to run as one connected system.

The platform integrates with established providers including Morningstar, Capital Economics, MDOTM, PlannerPal and Axyon, and is supported by a developing data aggregation capability that will provide access to data from more than 200 custodian banks, supporting front-, middle- and back-office use cases.

WealthAi’s OS is available on a wholly modular basis. Clients typically adopt one or two agent modules initially, such as Suitability (Agent-driven AI to demonstrate strong regulatory control and confidence), CRM Automation (Agents interrogate CRM data more quickly and effectively, helping advisers make insightful recommendations with greater efficiency), or Investments (an agent-orchestrated workflow to research investments, structure portfolios through to issuing trading instructions).

Clients then expand their use of the OS, adding more modules to their workflows.

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