WealthAi, an AI-driven operating system (OS) 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.
The partnership will allow firms using WealthAi’s OS to access Stratiphy’s managed portfolio strategies within a single integrated platform. These portfolios are delivered via bank-issued certificates, offering a flexible investment structure designed to give firms access to tailored strategies more efficiently.
The collaboration already has live clients using the Stratiphy managed portfolio service (MPS) through WealthAi, with further clients expected to go live in the coming months.
The tie-up 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. The partnership aims to allow smaller firms to access institutional-style portfolio tools and deliver personalised investment strategies at scale, without the need to build and integrate those systems independently.
WealthAi provides an OS that allows wealth management firms to onboard clients, manage workflows and integrate key services in one place. The platform orchestrates services including Morningstar for data, connectivity to brokers and custodians, and now Stratiphy for managed portfolios, bringing portfolio construction, data and execution together in a single environment.
WealthAi co-founder and CEO Jason Nabi said, “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.”
Stratiphy founder and CEO Daniel Gold said, “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.”
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