Directory of AI wealth management platforms for banks and advice firms

additiv supplies an orchestration layer that sits above a financial institution's existing core systems, letting banks, insurers, asset managers and pension providers launch and scale wealth, insurance, credit and banking propositions without replacing what they already run. Data and process steps are unified into a single layer, and an open sourcing network lets an institution procure regulated third party services such as brokerage, custody, trading and fund products and distribute them under its own brand. A named artificial intelligence studio coordinates specialised agents for automation across any core system. Deployments are stated at three to six months against a twelve month industry norm. Named deployments include PostFinance, which attracted more than two billion Swiss francs in new assets, Deka, which added more than 1.3 billion euros in fifteen months through the Sparkasse network, HAYAH Insurance in the United Arab Emirates, PensExpert and NS Partners. Temenos completed its acquisition of additiv on 17 July 2026, positioning the platform as the foundation for orchestration across complex customer journeys and extending reach into the mass affluent segment.

Avaloq is a Zurich core banking and wealth management platform founded in 1985 by Francisco Fernandez, and a subsidiary of NEC Corporation since 2020. It serves more than 170 financial institutions across over 35 countries, including private banks, wealth managers, investment managers, retail banks and neobanks, with more than four trillion Swiss francs of client assets on the platform and over 2,500 employees. The Avaloq Platform runs front to back in one architecture covering account management, payments, securities trading, portfolio management, client onboarding, digital channels and regulatory reporting. It is delivered as cloud software as a service or on premises, and the company also operates clients' banking operations directly under a business process as a service model from hubs in Singapore and Manila. Avaloq describes a line of AI agents spanning client services, banking operations and front to back office work, and has built an artificial intelligence corporate actions processing solution with NEC that automates back office work traditionally done by hand while retaining human oversight. Named clients include RBC Wealth Management and BDO Unibank, and partner integrations include BlackRock Aladdin, Adviscent and Comyno. The company states that it reinvests around a quarter of software revenue in research and development.

Avantos sells an operating system for client onboarding and servicing at financial institutions, built on a knowledge graph that links client data, products, service teams, workflows and service expectations into one continuously updated context layer. Agents run onboarding preparation, coordinate handoffs across teams, monitor progress and execute work across connected systems, and a client health module scores relationships in real time to surface risks and identify upsell opportunities. The stated scope spans wealth, protection, retirement and banking businesses.

FNZ is a global wealth management platform founded in 2003 in New Zealand by Adrian Durham and headquartered in London, providing end to end infrastructure spanning custody, trading, advice, reporting and compliance to financial institutions rather than to advisers directly. It reports more than 650 financial institution partners, over 26 million end investors and close to two trillion dollars of assets on platform, with roughly 6,000 staff across more than 30 countries and annual revenue above 1.4 billion dollars. Ownership is institutional, with CDPQ, Generation Investment Management, CPP Investments, Motive Partners and Temasek among its backers. Founder Adrian Durham moved from group chief executive to a non executive role in 2024 and Blythe Masters was appointed group chief executive, with Roman Regelman as group president. FNZ Advisor AI, launched in August 2025, is a generative model product embedded directly in the platform that prepares meetings, drafts client follow ups and surfaces next best conversation prompts, described by the company as the first in a planned series. It rests on a five year global partnership with Microsoft that places Azure AI Foundry at the centre of the platform and brings Azure OpenAI, Microsoft Fabric and Microsoft 365 Copilot into both client facing and middle and back office workflows. Named clients include Raymond James.

Hazel is an AI platform for wealth managers built by the custodian Altruist and sold to advisers regardless of where they custody. It unifies a firm's knowledge from conversations, emails, documents, calendars and client relationship systems with market, regulatory and live custodial data, then captures and summarises meetings, drafts follow-ups, answers questions instantly and prioritises work. Its February 2026 tax planning capability reads and interprets tax returns, pay stubs, account statements, emails, meeting notes and custodial records, applies tax logic and produces client-ready plans in minutes. It was the first such platform to draw on real-time account, beneficiary, holdings and balance data from a major custodian. Data commitments include zero retention arrangements with third-party model providers and a stated refusal to train on customer data.

IntellectAI is the wealth management and insurance business unit of Intellect Design Arena, a Chennai headquartered financial technology company listed in India with three decades of history, more than 325 customers worldwide and four business lines spanning consumer banking, transaction banking, this unit and commerce technology. Its wealth platform, WealthForce.ai, covers the full lifecycle from client acquisition and onboarding through portfolio construction, advisory, execution, custody connectivity and post trade servicing, and is built on the company's eMACH.ai architecture, described as event driven, microservices based, interface led, cloud native, headless and with embedded models. The model layer is a named platform of its own, Purple Fabric, which draws on a three layer structure combining public market data, the institution's own product and compliance rules, and private client information. The company states that every recommendation carries explainability showing its reasoning, its data sources and a confidence level, with advisers retaining control of client interactions. Capabilities are offered multi currency, multi asset, multi region, multi tenant and multilingual. The platform was launched into Asian markets and extended to the Middle East, and Intellect Design Arena was named a notable vendor in an independent Q2 2026 landscape assessment of digital wealth management platforms, cited for agentic automation, compliance monitoring and portfolio analytics. Named clients include CIMB Thai Bank.

Intelliflo runs intelliflo office, the cloud practice management and back office platform that a large share of United Kingdom financial advice firms use as their system of record, covering client data, the fact find, onboarding, ongoing reviews, workflow and reporting. Private equity firm Carlyle acquired the business from Invesco in August 2025 for a reported one hundred and forty eight point six million pounds. Its artificial intelligence line is intelliflo IQ, launched in February 2026 and developed with a named wealthtech partner. One module is live: an engagement assistant that captures client meetings, applies imaging and audio processing to convert handwritten notes, portable documents and audio recordings into structured updates across more than one hundred and ninety fact find fields, and drafts compliant summaries, client documents, emails and letters, with the company stating that every generated update requires adviser review and approval before it is finalised. Three further modules are announced for later in 2026: an advice assistant running a rules based health check that flags shortfalls and suggests recommendations for the adviser to accept or override, a quality assistant reviewing suitability reports and fact finds against regulatory requirements and firm policy for gaps, overstatements and conduct risk, and a firm level compliance assistant giving a roll up view of suitability, vulnerability and evidencing. In June 2026 the company announced that the next generation of the platform will place agentic capability at its core, running continuously in the background to scan for anomalies and flag where a client decision is due.

InvestCloud is a wealth technology platform founded in 2010 in Los Angeles by John Wise and co founders, covering front, middle and back office for wealth managers, asset managers, banks and advisers. Motive Partners and Clearlake Capital took majority control in a February 2021 recapitalisation that valued the business at one billion dollars and combined it with Finantix and Tegra118. The founding executive team departed in 2023 and the investors installed new leadership. Reported scale at that point was more than 150 asset managers, 400 wealth managers and 140,000 individual advisers, supporting 6.5 trillion dollars in assets and 27.4 million accounts, with Wells Fargo, BNP Paribas and Raymond James among named clients. Its first generation of model based products shipped in August 2025: Intelligent Screening, which automates client onboarding due diligence and ongoing risk monitoring, and Intelligent Meeting, which automates meeting preparation, note taking and follow up. Both are built on technology from the screening vendor smartKYC and the adviser assistant Zocks. A wealth data platform supplies the unified data model underneath, and a May 2026 partnership with FIS embeds InvestCloud advisor workspace and client experience capabilities, including agentic features, into FIS core wealth platforms.

InvestSuite supplies white label investing technology to banks, brokers, wealth managers, asset managers, private banks and pension funds, letting them launch a digital investment proposition in months rather than building one over years. Its suite spans Robo Advisor with a compliant onboarding module and hybrid advised or non advised journeys, Self Investor for execution only platforms, Portfolio Optimizer as an interface driven portfolio construction framework, StoryTeller for performance reporting, and Charlie, a recently launched investment agent, all running on the company's own intelligence platform. StoryTeller is the distinctive piece, generating narratives about performance, transactions, exposures, risk, simulations and sustainability metrics as video, podcasts, interactive graphics or documents, tailored to how much the recipient understands.

JIFFYAI unifies the operational layer of wealth management, aggregating data from custodians, customer systems and internal platforms into one source of truth, then running AI applications across onboarding, account servicing, advisor transition and a universal advisor desktop. Its onboarding product attacks the industry's not in good order problem directly, using real time data validation, guided capture and pre submission error detection to catch incomplete applications before they reach custodians. Built on a proprietary no code platform, it serves registered investment advisers, broker dealers, banks, trusts and family offices.

Moment replaces the patchwork of legacy systems wealth firms run with a single platform where AI agents can execute whole workflows inside a regulated environment, spanning portfolio construction from natural language instructions, multi asset and multi currency optimisation across entire account books, tax and risk opportunity identification, analysis of held away holdings from uploaded statements, real time compliance monitoring against each firm's own rule sets, and integrated order and execution management with smart order routing. It began as an operating system for fixed income and now supports multi asset unified managed accounts.

NestiFi is a white label family wealth platform that banks, credit unions, wealth managers and life and pensions providers deploy under their own brand to hold relationships across generations. Families create an investment account for a child and invite relatives to contribute through a shareable link, children earn rewards through gamified financial literacy from around age five, and an AI adviser called Seb applies behavioural science to personalise guidance and trigger contribution nudges around birthdays and life events. An institution facing dashboard tracks family activity, contribution trends and which households are most at risk of leaving. NestiFi holds no client money and no licence; brokerage and custody sit with third party regulated intermediaries.

Nevis unifies the fragmented systems a registered investment adviser runs, integrating customer records, portfolio reporting, planning, custodial, communication and file storage into one data layer that becomes the firm's system of record, then automating end to end operational work on top of it. Advisers get intelligent client briefs before meetings, contextual meeting summaries that convert touchpoints into tasks, unified search across systems, personalised client emails matched to their own tone, and automated data collection and submission for opening custodian accounts. Its founding premise is that advice will remain human led and the administrative load around it should not be.

Objectway is a Milan headquartered wealth, banking and asset management software provider founded in 1990 by Luigi Marciano, serving more than 200 wealth managers, banks, asset managers, fund managers, insurers and outsourcers across more than 15 countries. It reports over 800 professionals working from Italy, the United Kingdom, Belgium, Germany, Switzerland and Ireland, support for roughly 100,000 investment professionals managing more than one trillion pounds in assets, and consolidated revenue above 100 million euros. The Objectway Platform runs front to back office in one component based architecture with open interfaces, delivered as software as a service or as fully outsourced business process operations, including from its own private cloud data centres. Its model layer is embedded in the advisory process rather than sold as a separate product, with named engines including an intelligent optimiser that generates a suitable and appropriate investment proposal in one step against a client's knowledge, experience, horizon, objectives and constraints, alongside automated recommendations and next best action across the offering. The private equity firm Cinven has invested in the company, and in July 2026 Objectway entered exclusive negotiations to acquire the French capital markets software specialist SLIB from BNP Paribas and Natixis, with completion expected by the end of 2026. Named clients include novobanco, Credem, KBC Securities Services and Kinsted Wealth.

Performativ replaces the patchwork of legacy systems European wealth and asset managers run across front, middle and back office with one cloud platform covering portfolio management, trading, performance and attribution, risk analytics, compliance, client reporting and multi custodian data aggregation. Its distinguishing architectural choice is that data, workflows and permissions are structured so people and AI agents operate inside the same controlled, auditable environment, with rules and audit trails enforced within daily work rather than applied around it. A builder lets firms create custom agents for regulated workflows, and automated reconciliation and data validation cut manual administration substantially. Full European data residency is offered as a deliberate contrast to United States incumbents.

Practifi sells a client relationship and business management platform purpose built for wealth management firms, covering the unified client record, pipeline and opportunity management, referral source tracking, workflow automation across onboarding, account opening, money movement and review scheduling, compliance monitoring, real time productivity and revenue reporting, and a mobile application. It is built natively on the Salesforce Lightning platform rather than as standalone software, and serves advisory firms ranging from around ten employees to enterprises of ten thousand. In December 2025 the company shipped Practifi Intelligence, an add on suite activated per client, organised into relationship, meeting and administrative capabilities: it produces conversation summaries, surfaces context across a client record, generates follow up actions automatically and triggers workflow steps. The company has stated that further functionality would be introduced across 2026, and has announced a second and distinct product for release on 25 August 2026, described as an artificial intelligence native intelligent client relationship system sold alongside the established enterprise platform rather than replacing it. Headquartered in Chicago.

Sherpas builds an operating layer beneath wealth management firms rather than another planning application, automating the analytical work that sits under financial advice: client intake and data extraction, financial diagnostics, scenario modelling and recommendation drafting across retirement, tax, investment and risk planning. Its argument is that advice today depends on time and manual analysis, which creates variability firms cannot see or scale, so standardising the analytical foundation produces consistent and explainable recommendations in minutes rather than days while leaving judgement with the adviser. The platform was evaluated inside large advisory organisations under compliance and operations oversight before its seed round, which was led by the family office of a major registered adviser's founder alongside advisory firms themselves.

TIFIN applies AI across wealth management, asset management and insurance through a group of companies, and consolidated those businesses in April 2026 into TIFIN.AI, an enterprise agentic platform for wealth managers and product providers. It offers an agent library spanning operations, investments and growth, and serves three distinct user groups at once, adviser support staff, advisers themselves and end clients, with coordination between them, on the argument that firms adopting separate AI tools per function end up with systems that cannot operate in isolation. Firms can begin with a single agent for one group and expand toward a unified system. Founded in 2018, the group previously built and sold an investment platform to a major asset manager and exited a fund administration business.

Wealth Dynamix is a London client lifecycle management specialist founded in 2012, selling to private banks, wealth managers and asset managers with offices in the United Kingdom, France, Switzerland and Singapore and development centres in Lithuania. It ships two products: WDX1, an enterprise platform built on Microsoft Dynamics 365 for large private banks and the wealth divisions of global institutions, and CLMi, a cloud service for mid size discretionary fund and investment managers. WDX1 runs in three modules covering prospect engagement and marketing, digital onboarding with regulatory compliance and know your customer checks, and ongoing client servicing with dashboards and recommendations, deployable standalone or combined and on premises or in the cloud. Its model features include a named AI Persona Builder that shapes conversations and recommendations, an intelligent prospect to adviser lead matching tool, and predictive analytics and sentiment analysis applied across the client record. Ownership sits inside a bank: Indosuez Wealth Management, the wealth arm of Crédit Agricole, took a 70 percent majority stake in 2023 and acquired the entire share capital in an announcement of November 2025, appointing Romain Jérome as chief executive. Indosuez, which holds 215 billion euros of client assets, is also the company's largest client.

WealthAi is an AI operating system for wealth managers, family offices, private banks and asset managers, combining an agentic assistant that acts rather than merely answers, role-specific agents for compliance, suitability, client management, research, investments and operations, and a marketplace of pre-integrated data and analytics providers. Its architecture pairs trained small language models with deterministic workflows so the system updates continuously without manual process changes. A client file product consolidates fragmented records into a live workspace fed by data feeds, meeting transcription and an AI notetaker that attends meetings and guides advisers, automatically producing suitability reports, onboarding forms and system updates. Data reaches more than 250 custodians directly and over 650 institutions through a partnership. The company states client data is never used to train models and positions the closed platform as protection against shadow AI use.