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 Sep 30, 2026, the latest employee count at WealthAi is 23.

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. Its primary sector is Investment Tech. In United Kingdom, the Investment Tech sector has seen $753M in funding in 2026 to date.

Where does WealthAi rank among its competitors?

WealthAi ranks 120th amongst 874 active competitors, of which 108 are funded. It stands 7th in terms of total funding among its competitors. The most recent competitor to raise funding was FNZ, which secured $450M in Sep, 2026.

Who are the top competitors of WealthAi?

WealthAi's top competitors include Addepar, Avaloq and KFin Technologies. Among them, FNZ secured the most recent funding round in September, 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 874 active competitors, including 108 funded and 109 that have exited. Its top competitors include companies like Addepar, Avaloq and KFin Technologies.

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

120^th among 874 active competitors

Employee Count

23 as on Sep 30, 2026

Similar Companies

Addepar & 935 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	8242777	Seed	7291383	1951244	9326776	2228554

Access funding benchmarks and valuations. Sign up today!

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 23 employees as of Sep 26. Here is WealthAi's employee count trend over the years:

Uncover WealthAi's growth story! Sign up today!

Access Tracxn on any website

Our Google Chrome extension lets you view company details while browsing their websites

Install Tracxn Extension

Top competitors of WealthAi include Addepar, Avaloq and KFin Technologies. 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	Addepar 2009, New York City (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 60 others	79/100
2nd	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	BlackRock, Warburg Pincus & 4 others	78/100
3rd	KFin Technologies 2017, Hyderabad (India), Public	Provider of software solutions for transaction management, compliance, and data analytics	$42.1M	Kotak Mahindra Bank, Compar Estates and Agencies ... & 11 others	76/100
4th	Broadridge 2007, United States, Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 4 others	74/100
5th	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	UBS, Capitala Group	72/100
6th	FNZ 2003, London (United Kingdom), Acquired	Provider of wealth management platforms for financial institutions and advisors	$3.97B	General Atlantic, Temasek & 14 others	72/100
7th	Centricity 2022, Gurugram (India), Series A	Digital private wealth management platform for individuals	$51M	Burman Family, SMBC Asia Rising Fund & 40 others	70/100
8th	Altruist 2018, Culver City (United States), Acquired	Portfolio management software for financial advisors	$602M	Venrock, Insight Partners & 17 others	69/100
9th	Gen II Fund Services 2009, New York City (United States), Acquired	Provider of private equity fund administration services. It offers fund administration, corporate services, tax compliance, and depositary management. The firm utilizes technology to optimize investment management and operational efficiency, providing timely and accurate reporting to investors. Services are tailored to various client sectors, including real assets, fund of funds, and credit. A global team supports clients with local expertise in key financial centers.	-	General Atlantic, Cobepa & 2 others	65/100
10th	Linedata 1998, Neuilly sur seine (France), Public	Provider of software, data, analytics, and related services for financial institutions	-	Ardian, XAnge & 4 others	65/100
120th	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	42/100