WealthAi
PrivateTotal Funding Raised
$1M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
WealthAi operates in FinTech and is based in Haywards Heath. It has raised $1M.
WealthAi is a financial software company that develops an AI-driven operating system for wealth managers, private banks, and family offices.
Sector
FinTech
Verticals
Wealth Management, Workflow Automation, NLP & Conversational AI, Compliance & Risk, Vertical SaaS
Business Model
B2B
Customer Profile
Subscription SaaS, Marketplace Commission, Services & Consulting
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
WealthAi Comparables
Compare WealthAi with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Mili | 84% | |
| ARQA | 84% | |
| Figen AI | 84% |
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WealthAi Funding Rounds
Historical fundraising activity
Key People
Founding team and executive leadership
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WealthAi Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Founders Factory | Pre Seed |
| Fuel Ventures | Pre Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- May 27, 2026
Grew 120% QoQ, from 10 to 22 employees.
- May 17, 2026
Monthly visitors grew 103% MoM, reaching 3.1K.
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Recent news
Latest coverage and updates
- signs_new_clientOct 6, 2026
Walker Crips Group selected WealthAi as its AI operating system across its business in United Kingdom on Oct 6th '26, initially deploying compliance agents before expanding the rollout to 70 users.
- launchesOct 2, 2026
On Oct 2nd '26, WealthAi introduced a set of AI agents that manage client onboarding and KYC end to end, including document collection, identity verification, PEP and sanctions screening, and account verification.
- hiresSep 18, 2026
On Sep 18th '26, WealthAi appointed Lynn Räbsamen as Chief Markets Officer, adding her to the executive team to lead commercial growth and work with wealth management and financial services firms on AI adoption.
- launchesSep 4, 2026
On Sep 3rd '26, WealthAi launched WealthAi for Advisors, an AI platform that unifies client relationship management, meeting notetaking, document creation, administration, market data and compliance oversight for independent financial advisers and smaller advice firms.
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WealthAi Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about WealthAi's valuation, stock price, and market status.
Is WealthAi a public or private company?
WealthAi is a private company.
What is the current stock price of WealthAi?
WealthAi is a private company, so its shares have no public market price. Caplight tracks WealthAi's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is WealthAi worth (valuation)?
Valuation information for WealthAi is not publicly available.
Can I buy WealthAi stock?
WealthAi shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was WealthAi's last funding round?
Funding round information for WealthAi is not publicly available.
Who are the main investors in WealthAi?
Key investors in WealthAi include Founders Factory, Fuel Ventures.
Will WealthAi IPO soon?
No public IPO plans have been announced for WealthAi.
How can I track WealthAi secondary market activity?
Caplight tracks bids, offers, and trades in WealthAi's shares on secondary markets.