Fundraising FoxWealthAi
2 known investors
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WealthAi provides an AI operating platform for wealth management and advisory firms that connects CRM, portfolio management, email and back-office systems with specialised AI agents for advisory, onboarding, compliance, risk and operations. It unifies client data, workflows and governance into one environment, offering a packaged workspace for independent advisory firms and smaller teams.
Founders & leadership
Investors · 2
Fuel Ventureslisted by Fuel VenturesLondon · $317.5K – $9.5M
How we know: a partner's Signal profile · fintech.global · fuel.ventures · Not right? Tell us
In the news
Frequently asked questions
- What does WealthAi do?
- WealthAi provides an AI operating platform for wealth management and advisory firms that connects CRM, portfolio management, email and back-office systems with specialised AI agents for advisory, onboarding, compliance, risk and operations. It unifies client data, workflows and governance into one environment, offering a packaged workspace for independent advisory firms and smaller teams.
- Who founded WealthAi?
- WealthAi was founded by Jason J. Nabi.
- Who are WealthAi's investors?
- WealthAi's investors include Fuel Ventures, Founders Factory.