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 specialized 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 sells a front to back banking platform to private banks, wealth managers, investment managers, and retail and digital banks. One system runs client management, portfolio and investment management, trading, payments, lending and digital channels, delivered as cloud software as a service or installed on premises. More than 170 clients in 35 countries run on it, with USD 5.1 trillion of assets on Avaloq software. Avaloq also runs the back office for clients through its Banking Operations service, from six service centers in four countries, and that is where its main shipped AI sits: a corporate actions agent that reads SWIFT messages and long prospectuses, turns them into structured data for the core system and helps prepare client notifications in several languages. A prebuilt integration with Aladdin Wealth by BlackRock and an ecosystem of more than 200 vetted fintechs extend the platform. Founded in Zurich in 1985 as BZ Informatik, an IT subsidiary of BZ Bank, Avaloq has been part of Japan's NEC Group since 2020 and is led by group chief executive Martin Greweldinger. Clients include LGT, RBC Wealth Management, BT Panorama and Emirates Investment Bank.

Avantos sells AI for client onboarding and servicing at wealth, protection, retirement and banking firms. Its agents prefill and check onboarding data, open accounts and move work between teams. A knowledge graph links client data, products, service teams and workflows into one context that updates as work happens. Account opening covers KYC, signatures and custodian mapping, and a client health module flags relationship risks and upsell openings. Avantos names Mercer Advisors, Guardian, Vanguard and SEI as customers. SEI also invested, and Bessemer Venture Partners led a $35 million Series A in February 2026. Avantos states SOC 2 certification with a Secureframe trust center and is based in New York.

FNZ runs an end to end wealth management platform for banks, wealth managers, insurers and asset managers, combining technology with investment operations inside regulated firms of its own. Clients use it for advice, onboarding, portfolio management, custody, trading and reporting, and FNZ says it carries over US$2.5 trillion in assets for nearly 30 million people. Santander, Vanguard, Aviva and Colonial First State are among the named clients. Its AI sits in a data platform and an adviser suite. The Aggregated Data Warehouse combines anonymized data from all clients and underpins FNZ's AI powered productivity suite, which includes Advice AI for personalized client interaction. A five year partnership with Microsoft, announced on July 28, 2025, puts Azure AI Foundry and Azure OpenAI models at the center of the platform and Microsoft Fabric under its analytics. FNZ's investors include La Caisse, Generation Investment Management, the Canada Pension Plan Investment Board, Motive Partners and Temasek.

Hazel is an AI platform for wealth management firms, offered by the custodian Altruist and sold to advisers wherever they custody. It captures and summarizes meetings, drafts follow ups, builds client profiles from custodial records, emails and life events, and answers questions across a firm's data. Its tax and financial planning agents read tax returns, pay stubs and statements and produce plans in minutes. Hazel publishes per seat prices: $60 a month for the platform, $160 with the Tax Planning Agent and $300 with the Financial Planning Agent. It says AI providers delete data after each request and are contractually barred from training on it, stores all data in the United States, and holds SOC 2 Type II. Hazel says more than 1,000 firms and 1,500 advisers use it, including Ritholtz, Pando Wealth, Domain Money and Root Financial. It is based in Culver City, California.

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 finalized. 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, covering front, middle and back office for wealth managers, asset managers, banks and advisers, majority owned by Motive Partners and Clearlake Capital since a 2021 recapitalization and led by chairman and chief executive Jeff Yabuki. Its products include APL, a managed account engine running across millions of accounts and trillions in assets, the PM+ and Altic private markets products, an adviser and client engagement suite and a wealth data platform with a unified data model. Its first model based products shipped in August 2025: Intelligent Screening, which automates client onboarding due diligence and ongoing risk monitoring on technology from smartKYC, and Intelligent Meeting, which automates meeting preparation, note taking and follow up on technology from Zocks. A May 2026 partnership integrates InvestCloud's Advisor Workspace and Client Experience capabilities, including agentic features, with FIS core wealth platforms through FIS Code Connect. InvestCloud names clients including Wells Fargo and Singlife and states that its clients represent more than 40 percent of global assets.

InvestSuite sells white label investing software to banks, brokers, wealth managers and other financial institutions. Its products let an institution launch a robo advisor, an execution only investing platform, portfolio construction tools or narrative performance reports under its own brand. Its newest product, Charlie, is a conversational AI agent that takes a client through research and order execution, with compliance guardrails on every input and output, advice deflection and a confirmation step before an order. Charlie runs in the institution's own cloud with a choice of language models from Anthropic, Google, OpenAI or Mistral, and no client data is sent to InvestSuite. The robo advisor keeps every portfolio within the institution's investment policy and supports MiFID II onboarding. SpareBank 1 and Odeabank are named customers, and First Rate is integrating StoryTeller into its Core 2.0 platform. InvestSuite says it supplies software rather than regulatory services and that compliance stays with the licensed institution. It is based in Leuven, Belgium.

JIFFYAI sells software that pulls a wealth firm's scattered client data into one place and puts AI on top of it. RIAs, broker dealers, family offices, and bank and trust firms use it to open accounts, service clients and prepare for meetings. The platform gathers data from custodians, CRMs, statements and email into a single warehouse. On that base it offers account opening, servicing workflows, a desktop for advisors, and an AI assistant that takes meeting notes, launched in March 2026. It connects to custodians such as Schwab, Fidelity and Pershing, and to wealth and CRM platforms such as Orion and Salesforce. Cetera and Orion appear in its case studies. Its models run on AWS and Google Cloud, it publishes SOC 2 Type II and ISO 27001 certifications, and it lists the outside companies that handle client data. JIFFYAI is the trading name of Paanini, Inc.

Moment gives wealth firms one platform where AI agents run portfolio work inside a regulated environment. It replaces the patchwork of legacy systems many firms still use. Advisers can build portfolios from plain language instructions and optimize across whole account books. The platform finds tax and risk opportunities, analyzes held away assets from uploaded statements, monitors compliance against each firm's own rules, and routes orders for execution. It started in fixed income and now supports multi asset unified managed accounts. Moment names Edward Jones, LPL Financial and Creative Planning among its users and states more than 60,000 advisers on the platform. Its privacy policy covers Moment Technology, Inc., Moment Advisors LLC and Moment Markets LLC. It is based in New York.

NestiFi sells a white label family wealth platform to credit unions, community banks, advisers and wealth firms in the United States and Europe. Families open a Nest for a child, invite relatives to contribute and invest together under the institution's brand. Families can gift fractional shares, use cards and savings tools, and learn about money at each age. Seb AI gives the institution's staff a workspace that gathers family context and prepares review briefs for staff to check. NestiFi says Seb supports education and planning only, does not choose products or give advice, and hands advice requests to an authorized person. NestiFi is the trading name of NestiFi Technologies Limited of Dublin. It is building its own model for family wealth.

Nevis sells an AI platform that does operational work for US registered investment advisers. It prepares advisors for meetings, summarizes them, creates the follow up tasks and sends client emails in the advisor's tone. It also searches across a firm's systems and collects and submits the data custodians need to open accounts. Client emails can be sent automatically. Named customers include United Capital, GC Wealth and Apollon Wealth Management, and AlTi Tiedemann Global selected Nevis in May 2026. Nevis holds SOC 2 Type II and publishes a subprocessor list naming AWS, OpenAI, Anthropic and ElevenLabs. Its $35 million Series A came from Sequoia Capital, ICONIQ and Ribbit Capital. Nevis Wealth Technology Ltd is based in London.

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 centers. Its model layer is embedded in the advisory process rather than sold as a separate product, with named engines including an intelligent optimizer 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 sells a cloud platform that runs a wealth manager's portfolio management, trading, reporting, compliance and client data in one place. Wealth managers, asset managers, family offices and private banks in Europe use it to replace a patchwork of older systems. AI agents work inside the same permissions, policy guardrails and audit logs as staff, so an agent cannot do anything a person in that role could not. Firms can build their own agents with its AgentKit. It connects to custodians such as Julius Bär, Nordea and UBS through standardized integrations and an open API. Performativ states more than 100 billion euros in client assets and 1,500 advisors on the platform, and names Valuedge, TOBA Advice and Roemer Kamp & Partners among its clients. It commits to keeping all data in the EU. Performativ ApS is based in Copenhagen.

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, organized 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 sells AI agents that do the analytical work behind financial advice for wealth management firms. Intake pulls and structures client data from any document. Paraplanner drafts a narrative financial plan with observations, risks and strategies, and Portfolio Analyst prepares investment proposals matched to a client's goals and risk profile. Sherpas says advisers stay in control and that the agents learn each adviser's voice. It claims a 95 percent cut in time to advice, from 8 to 10 hours to about 20 minutes per client, without naming a customer. The platform runs on Fly.io in Equinix data centers, and a SOC 2 Type 2 report is in progress. Sherpas raised a $3.2 million seed round in February 2026. The company's legal name is Sherpas Wealth Technology, Inc.

TIFIN sells TIFIN.AI, a platform of AI agents for wealth managers, asset managers and insurers. The agents work for home office staff, advisers and end clients across operations, investments and growth, and a firm can start with one agent and add more. TIFIN.AI runs on top of a firm's existing CRM, custodial, portfolio accounting and market data systems. Agents work within the firm's permissions and wealth specific guardrails, are evaluated before release and leave audit trails. The group also runs TIFIN Give for tax intelligence, @Work for workplace to wealth programs, AMP for asset manager distribution, and Magnifi. TIFIN names AssetMark, Cetera, Janus Henderson, Hub International and Ares among its users and Morningstar, FactSet, Broadridge and SEI among its partners. It says one RIA aggregator cut onboarding from weeks to under a day of human input. TIFIN is based in Boulder, Colorado.

Wealth Dynamix is a London client lifecycle management specialist founded in 2012, selling to private banks, wealth managers and asset managers from offices in the United Kingdom, France, Switzerland and Singapore. It ships two products: WDX1, an enterprise platform built on Microsoft Dynamics 365 and Azure 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 covers prospect engagement, digital onboarding with know your customer and compliance checks, and ongoing client servicing, deployable standalone or combined and on premises or in the cloud, and integrates with more than 40 external systems including DocuSign, Unblu and LSEG. Its AI features include a persona builder, prospect to adviser matching, predictive analytics, sentiment analysis and automated risk screening. Wealth Dynamix names clients including Rothschild, Charles Stanley, Mirabaud and CA Indosuez, states more than $750 billion of client assets on the platform, and names ISO 27001 and SOC 2 credentials. It is wholly owned by CA Indosuez, the wealth arm of Crédit Agricole, which is also its largest client.

WealthAi sells an AI operating system to wealth managers, advisory practices, family offices, external asset managers and private banks. Specialist agents cover front, middle and back office work, from research, meeting preparation and onboarding to KYC, suitability reviews, market abuse reporting and custodian management, alongside a unified client file and meeting intelligence. The platform routes each workflow between AI models and fixed logic according to its risk, requires human review and records every decision in an audit log. It runs on Azure in the UK South region and keeps client data out of shared model training. A marketplace adds data and tools from Morningstar, MT Newswires, Flanks, Bridgewise and others. Basic costs 250 pounds per user a month, and Enterprise is quoted for ten or more users. Named clients include Mediobanca, Patronus Partners, Saranac Partners and Affinity Wealth. WealthAi is based in London.