Our Story
Since 2016, building the factory that builds intelligent portfolios.
WealthPilot began in 2016 with an ambitious idea: rather than managing portfolios one at a time, build a factory that designs, manufactures, and operates artificial intelligence for investing. Each AI is a hyper-personalised investment engine, built to manage a single client’s portfolio around their goals, tax position, and preferences, continuously and at scale.
Our founders had spent years inside large institutional wealth managers and platforms, and saw that the capability to do this properly sat with a small number of institutions. Since then we have developed, proven, and continually evolved that factory: the research laboratory, the AI engine, and the operating infrastructure that now bring institutional-grade, personalised portfolio management to advice businesses and their clients.
Venture backed
Backed by venture capital investors through five funding rounds.
Their support fuels continuous development, innovation, and growth, so we can keep investing in the research laboratory, the AI engine, and the team behind them.
Development
Innovation
Growth
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