WealthAI develops a modular, AI-driven operating platform that delivers built-in connectivity, shared data, and an agentic interface branded the WealthAI Assistant. The system already powers AI-driven modules used by wealth-management and family-office clients and offers a marketplace that integrates with third-party data providers such as Morningstar and Capital Economics. Founders Jason Nabi (CEO) and Paul de Gruchy designed the platform to be modular so that firms can add or swap capabilities as their needs evolve. The fresh capital will allow the company to scale both its product suite and its operational footprint. Although no specific revenue or user metrics were disclosed, the company has now attracted external financing to accelerate commercial deployment. Its current financial position includes a $1 million pre-seed raise co-led by Fuel Ventures and Founders Factory, supplemented by undisclosed angel participation.

Total raised

$1M

Funding rounds

1

Latest round

Seed

Latest activity

Jan 2026