WealthAi, the first AI-driven operating system (OS) designed specifically for wealth managers, family offices and private banks, has partnered with wealth management platform Stratiphy to make Stratiphy’s managed portfolio services available directly through the WealthAi platform.

Stratiphy provides personalised, professionally managed investment portfolios through an AI-driven platform, while WealthAi provides an OS that allows firms to onboard clients, manage workflows and integrate key services in one place. By combining WealthAi’s AI-native OS with Stratiphy’s investment expertise, smaller asset managers and family offices can access professionally managed portfolio strategies and the technology needed to deliver them through a single platform.

Demand for customised investment strategies is growing among family offices and sophisticated investors. At the same time, asset managers are under pressure to modernise their technology systems and reduce operational complexity. The partnership aims to address both challenges.

Under the partnership, firms using WealthAi’s OS will be able to access Stratiphy’s managed portfolio strategies directly within the platform. These portfolios are delivered via bank-issued certificates, offering a flexible investment structure that allows firms to access tailored strategies in a more efficient way.

The partnership brings together WealthAi’s AI-powered OS with Stratiphy’s portfolio construction within a synthetic certificate, simplifying how asset managers and family offices design and deliver customised portfolios. By integrating this mechanism directly into a wealth platform, the partnership allows smaller firms to access institutional-style portfolio tools and deliver personalised investment strategies at scale.

Jason Nabi, co-founder and CEO of WealthAi comments: “External Asset Managers and Family Offices are increasingly looking at how AI can help deliver better investment performance and more personalised portfolios. The challenge is doing this while managing rising operational and technology costs.

By working with MPS providers like Stratiphy and bringing these capabilities together on a single platform, WealthAi makes it far easier for firms to run integrated portfolio management, compliance, reporting and custody systems without the fragmented platforms and heavy manual processes that many firms struggle with today.

Stratiphy is a genuine innovator in applying AI to portfolio construction. The performance of their portfolios shows how powerful AI-driven MPS can be, particularly for smaller firms that want access to sophisticated managed portfolios and modern technology infrastructure without having to build and integrate those systems themselves.”

Daniel Gold, founder and CEO of Stratiphy, comments: “For years, innovation in wealth management has largely focused on reducing costs through ETFs and model portfolios. The next wave will centre on personalisation.  WealthAI's vision to use modern techniques such as AI and automation to serve the traditional wealth management industry aligns strongly with our own approach at Stratiphy. They are on an exciting trajectory with their recent injection of capital plus customer traction - the opportunities in this space are vast and we have found the perfect partner to realise them.”

The partnership already has live clients on WealthAi using the Stratiphy MPS service, with several more expected to go live in the coming months.

The partnership marks another step in WealthAi’s strategy to build a fully integrated operating system for modern wealth firms. Through its platform, WealthAi orchestrates key services including Morningstar for data, Stratiphy for managed portfolios, connectivity to brokers and custodians, bringing portfolio construction, data and execution together in a single environment. The company recently raised a $1 million seed round led by Fuel Ventures and Founders Factory.