Wealth IQ is the operational AI platform purpose-built for UK wealth managers, private client investment firms, and DFMs. We own the workflows that consume your team: client onboarding, KYC/AML, and mandate documentation. Your operations, compliance, and advisory teams focus on the work that actually moves the business forward.
Wealth IQ is being built alongside a small, deliberately chosen group of UK wealth management firms. Design partners don't just buy software. They shape the product, influence the roadmap, and lock in founding economics before general release.
Your operational reality shapes what we build. Design partners join working sessions with the founding team and influence agent behaviour, role-based dashboards, and integrations from day one.
Pricing locked in permanently. Priority access to new capabilities as we extend into mandate documentation and ongoing compliance. No procurement gauntlet. We move at the pace your firm works.
Dedicated implementation support from the founding team. Not a success manager. Not a ticketing system. A direct line to the people building the product.
We are working with a small number of design partners ahead of general release. Currently accepting expressions of interest from UK wealth managers, private client investment firms, DFMs, and stockbrokers managing £100M–£5B in client assets.
Your firm already has a CRM. A portfolio management system. A compliance tool. A client portal. None of them own the process end-to-end.
So your operations team spends its time moving information between systems, chasing documents, following up on blockers, and reconstructing status on demand. Your compliance team audits work that has already happened. Your COO has no single view of what's stuck, where, and why.
Every wealth manager has the same stack. A CRM. A portfolio management system. A compliance tool. A client portal. A document store. Each does its job. None of them talk to each other.
So your relationship managers spend their time switching between systems, reconstructing status from email, and manually moving information between tools that should already know.
Wealth IQ is the orchestration layer that sits above this stack. We don't replace the tools. We bring them together into a single workflow, so your RMs, operations, and compliance teams all see the same thing, in real time, without chasing.
Wealth IQ sits above your existing stack and takes ownership of the operational workflow. Not a new CRM. Not a compliance add-on. A purpose-built orchestration layer that drives each client process from agreement to active mandate, giving every stakeholder real-time visibility.
Collects, verifies, and organises client documentation. Chases what's missing. Runs identity checks in parallel. Escalates blockers to the right team automatically. Ops and advisers see exactly where every case stands, in real time.
Screens against global AML, PEP, and sanctions watchlists. Validates source of wealth. Flags risk issues for compliance review before they become audit findings. Full FCA-aligned evidence generated automatically throughout.
Prepares mandate documentation, captures required sign-offs, and syncs confirmed client data directly into your CRM and portfolio system. Human review at every checkpoint. Nothing executes without adviser or compliance authorisation.
Wealth IQ gives every role in your firm the view they actually need. No switching tools, no chasing updates, no reconstructing status from email.
Every client you own, every process in flight, every pending action. No more lost in an inbox. No more manual chase.
Real-time throughput across the firm, not end-of-week reports. See blockers before they become escalations.
Every action logged, every decision evidenced, every regulatory checkpoint traceable. Always inspection-ready.
Wealth IQ is purpose-built around the UK regulatory regime. Every workflow generates a structured, audit-ready record aligned to Consumer Duty standards and FCA file review requirements. The evidence is always there because it's always being captured.
We don't replace the systems that already work. Wealth IQ sits above your existing CRM, portfolio management, and compliance tools, adding orchestration, visibility, and audit-grade evidence without disruption.
Every integration is shaped by our design partners' real stack. If the tool you use isn't listed, we'll build the integration.
The UK wealth management industry doesn't have a technology problem. It has a coordination problem. Every firm we speak to has already invested in CRM, compliance software, portfolio systems, and client portals. What they don't have is a layer that owns the operational process that runs across all of them.
The COOs and Heads of Operations we've spoken to describe the same pattern. The tools are fine. The people are capable. But the work falls between systems, and nobody owns the coordination. So operations teams spend their weeks chasing, compliance teams audit retrospectively, and the COO has no real-time view of the business they're running.
We built Wealth IQ to be that system. Purpose-built for the UK regulatory regime. FCA-native by design. Configurable around the stack you already have, rather than in place of it.
We start with client onboarding and KYC/AML because that's where the operational load is heaviest and the regulatory stakes are highest. From there, we extend the same orchestration layer across the full operational life of a client mandate.
We're working with a small group of UK wealth management firms to shape Wealth IQ before general release. Design partners get direct input into the product, founding pricing that locks in permanently, and a dedicated implementation team from day one.
No commitment required. We'll respond within 48 hours. Handled in accordance with UK GDPR.
Thank you. A member of the founding team will respond within 48 hours with next steps.