Wio Capital develops an AI-agent-powered wealth management infrastructure that combines multi-entity and multi-bank aggregation, automation of operational processes, and integrated execution within regulated environments. The platform aims to automate tasks that today consume a large share of advisors’ time—claims in the article note operational processes can consume up to 70% of an advisor’s time—and to provide an "always-on" system that proactively anticipates risks, opportunities, and tasks. Wio’s approach replaces manual workflows and fragmented tools with autonomous AI agents to handle analysis, reporting, compliance, operations, and client interactions. The company positions its technology to reduce operational costs per client, report, and advisory process and to drive changes in banks, advisors, and asset managers’ operating models. Gonzalo de la Peña, co-founder and CEO, framed the product as enabling wealth managers to focus on strategy and client relationships while the regulated infrastructure and AI handle the rest. The founding team is described as having deep expertise in Open Finance, which the company and investors cite as a competitive advantage.

Total raised

$1M

Funding rounds

1

Latest round

Equity

Latest activity

May 2026