WealthAi is launching WealthAi for Advisors today, bringing an AI-powered CRM built for wealth, meeting notes, documents, administration, market intelligence, and compliance to independent advisers and smaller advice firms.

WealthAi is the AI operating system built for wealth management. We built WealthAi because the tools to harness AI in wealth management simply didn't exist. One in three wealth management professionals works across ten or more separate systems every day. They're not short of data. They're short of time to do anything useful with it. Our platform connects to your existing systems and data, gives every person in your firm their own intelligent assistant, and puts a network of specialised AI agents to work across investment, compliance, research and operations — continuously, accurately and with a full audit trail. The WealthAi Compliance Solution is already live, giving compliance teams always-on monitoring that replaces manual spot-checks and spreadsheets. Further modules across investment, research and operations are in development. Through the WealthAi Marketplace, firms can access best-in-class providers including Morningstar, SIX, MDOTM and Axyon, with a data layer connecting to more than 250 custodians and banks. Built for Private Banks, Family Offices and Wealth Managers. Backed by Fuel Ventures and Founders Factory. Implementation takes weeks, not months.