When was WealthAi founded?

WealthAi was founded in 2023 and raised its 1st funding round 3 years after it was founded.

Where is WealthAi located?

WealthAi is headquartered in Haywards Heath, United Kingdom.

Who is the current CEO of WealthAi?

Jason J Nabi of WealthAi. They have also founded 1 company.

How many employees does WealthAi have?

As of Aug 31, 2026, the latest employee count at WealthAi is 20.

Is WealthAi a funded company?

WealthAi is a funded company, having raised a total of $***** in its 1st and only funding round, a Seed round on Jan 30, 2026.

When was the latest funding round of WealthAi?

WealthAi's latest funding was a $***** Seed round on Jan 30, 2026, with participation from 2 investors.

Where does WealthAi rank among its competitors?

WealthAi ranks 109th amongst 781 active competitors, of which 109 are funded. It stands 8th in terms of total funding among its competitors. The most recent competitor to raise funding was Centricity, which secured $24.1M in Aug, 2026.

Who are the top competitors of WealthAi?

WealthAi's top competitors include Avaloq, Broadridge and SEI. Among them, Centricity secured the most recent funding round in August, 2026.

WealthAi - 2026 Company Profile, Team, Funding & Competitors

WealthAi is a seed company based in Haywards Heath (United Kingdom), founded in 2023 by Jason J Nabi, Paul De Gruchy, Pratim Das and Izel Ersoy. It operates as an AI-as-a-Service platform providing solution designed for wealth managers, advisors and family offices. WealthAi has raised $1M in funding from Founders Factory and Fuel Ventures. The company has 781 active competitors, including 109 funded and 106 that have exited. Its top competitors include companies like Avaloq, Broadridge and SEI.

Company Details

AI-as-a-Service platform providing solution designed for wealth managers, advisors and family offices. It has inbuilt intelligent connectivity between apps and services on the platform, featuring a unique data extraction layer and single API gateway leveraging internal.

Website: wealthai.tech
Email ID: *****@wealthai.tech

Key Metrics

Founded Year

2023

Location

Haywards Heath, United Kingdom

Stage

Seed

Total Funding

$1M in 1 round

Latest Funding Round

Seed, Jan 30, 2026, $*****

Investors

Founders Factory & 1 more

Ranked

109^th among 781 active competitors

Employee Count

20 as on Aug 31, 2026

Similar Companies

Avaloq & 842 more

View WealthAi's full profile

WealthAi has raised a total funding of $1M over 1 round. Its latest funding round was a Seed round on Jan 30, 2026 for $*****. 2 investors participated in its latest round. WealthAi has 2 institutional investors.

Here is the list of recent funding rounds of WealthAi:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jan 30, 2026	3290805	Seed	9872415	2019368	4284478	8885693

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View details of WealthAi's funding rounds and investors

The founders of WealthAi are Jason J Nabi, Paul De Gruchy, Pratim Das and Izel Ersoy. Jason J Nabi is the CEO of WealthAi.

Here are the details of WealthAi's key team members:

Jason J Nabi: Founder & CEO of WealthAi.
Contact Info: 1 email address
Paul De Gruchy: Co-Founder & Head of Legal & Compliance of WealthAi.
Contact Info: 1 email address
Pratim Das: Co-Founder & Chief Technical Officer of WealthAi.
Contact Info: 1 email address
Izel Ersoy: Co-Founder & Chief Product Officer of WealthAi.
Contact Info: 1 email address

View details of WealthAi's Founder profiles and Board Members

WealthAi's employee count trend

WealthAi has 20 employees as of Aug 26. Here is WealthAi's employee count trend over the years:

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Top competitors of WealthAi include Avaloq, Broadridge and SEI. Here is the list of Top 10 competitors of WealthAi, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	BlackRock, Warburg Pincus & 3 others	76/100
2nd	Broadridge 2007, United States, Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 4 others	73/100
3rd	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	UBS, Capitala Group	71/100
4th	Addepar 2009, Mountain View (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 58 others	71/100
5th	Altruist 2018, Culver City (United States), Series F	Portfolio management software for financial advisors	$602M	Insight Partners, Venrock & 17 others	70/100
6th	FNZ 2003, London (United Kingdom), Acquired	Provider of wealth management platforms for financial institutions and advisors	$3.52B	Temasek, General Atlantic & 13 others	69/100
7th	Centricity 2022, Gurugram (India), Series A	Digital private wealth management platform for individuals	$48.2M	Burman Family, SMBC Asia Rising Fund & 40 others	68/100
8th	AdvisorEngine 2014, New York City (United States), Acquired	Wealth management software platform empowering financial advisors with technology and services	$60.1M	WisdomTree, Kirenaga Partners	65/100
9th	Magnifi 2018, New York City (United States), Early Stage	Investment comparison platform	$21.1M	ThirdStream Partners, Portag3 Ventures & 1 others	64/100
10th	Linedata 1998, Neuilly sur seine (France), Public	Provider of software, data, analytics, and related services for financial institutions	-	Ardian, XAnge & 4 others	63/100
109th	WealthAi 2023, Haywards Heath (United Kingdom), Seed	AI-as-a-Service platform providing solution designed for wealth managers, advisors and family offices	$1M	Founders Factory, Fuel Ventures	41/100