A new partnership between WealthAI and AI-driven investment solutions provider MDOTM will bring new portfolio construction, rebalancing, and automated reporting capabilities to financial advisors and wealth managers.
Courtesy of the partnership, MDOTM’s AI platform Sphere will be offered via the WealthAI Marketplace as a seamless integration into the WealthAI platform. This will enable wealth managers and financial advisors to access Sphere’s advanced AI tools for both portfolio construction and optimization from directly within their current WealthAI workflows.
“This partnership with WealthAI is a natural step in our mission to empower investment professionals with the most advanced technology available,” MDOTM Ltd. Chief Operating Officer Federico Invernizzi said. “By integrating Sphere into the WealthAI ecosystem, we are expanding access to our AI-driven investment platform, enabling a broader range of advisors and wealth managers to benefit from its capabilities. This collaboration reinforces our commitment to helping institutional clients make impactful, data-driven investment decisions at scale.”
Sphere enhances the investment process for wealth managers and financial advisors with three primary solutions. First, the platform delivers unbiased, AI-driven investment insights that transform complex market inputs into actionable ideas for portfolio and risk alignment. Second, Sphere’s Portfolio Studio offers mass customization and scalable portfolio rebalancing. Based on the manager’s or advisor’s strategies and objectives, Portfolio Studio enables users to scale the creation, personalization, and rebalancing of thousands of portfolios with controlled tracking error. Third, the platform’s StoryFolio capability allows managers and advisors to generate automated, portfolio-specific commentaries and reports that leverage Gen AI in order to turn complex information into customized investment narratives.
“We are thrilled to partner with MDOTM Ltd to bring Sphere’s powerful AI capabilities to our clients,” WealthAI Chief Executive Officer Jason Nabi said. “This partnership reinforces our commitment to providing wealth managers with the most advanced AI tools to deliver personalized, compliant, and efficient investment solutions.”
WealthAI offers an AI operating system for wealth managers, family offices, private banks, and asset managers. The company’s WealthAI Assistant is an agentic front-end that works like an intelligent co-pilot, using reasoning skills and the ability to adapt and take initiative to help relationship managers, portfolio managers, operations managers, and compliance officers become more productive and perform better. Founded in 2023, WealthAI is headquartered in London.
Based in London and maintaining offices in both New York and Milan, Italy, MDOTM made its Finovate debut at FinovateEurope 2025. At the conference, the company demonstrated how Sphere enables users to access AI-driven insights and build and manage portfolios at scale. Sphere also provides personalized, easy-to-understand portfolio commentaries and reports featuring both macro and market analysis on the current financial environment.
Speaking of reports, this spring MDOTM teamed up with EY to produce a report that examined the impact and value of AI in the wealth and asset management sector. The report Artificial Intelligence: The Value is in Scale, reviews the primary use cases for AI in wealth management and highlights deployment of the technology for document analysis, back-office automation, advanced search, personalized advisory, and market forecasting.
The report notes that wealth managers and financial advisors have been slow to embrace AI. A 2024 survey by EY European Financial Services indicated that more than 40% of investment managers believed they were “lagging behind” when it came to using AI, with only 5% referring to themselves as “at the forefront” in terms of AI use in their daily operations. In response to this, the report encourages firms to move from an “experimental” approach to AI and instead embrace a “continuous learning mindset.”
“Operators must build the infrastructural foundations, AI governance, and recognition of the value generated to base their transformation journey,” EY Wealth & Asset Management Leader, Italy, Giovanni Andrea Incarnato said. “Furthermore, it is of fundamental importance to recognize the value of external partners in creating these foundations in an ecosystem logic in order to accelerate adoption and leverage the economies of scale and experience already gained, proceeding with progressive internalization.”
Interestingly, the report reinforces findings from other European experts in AI implementation in financial services. This includes the “experimentation to execution” transition many see as key to successful and evolving use of AI in wealth management specifically and in financial services in general.
Photo by Lianhao Qu on Unsplash
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