WealthTech Pros Information

Our vision: to help UK wealth-management firms unlock the data trapped across their estate and turn it into a competitive weapon — powered by an enterprise Agentic AI architecture that sits above their platforms, unifies their data, and creates growth no single vendor could deliver alone. WealthTech Pros is a consulting and product company built for UK wealth-management technology. We are wealth-native and AI-native: every director is a wealth-management veteran, and the architecture we design, build and run is purpose-built for FCA-regulated firms operating under Consumer Duty and SM&CR. What we do: • Native Agentic AI architecture — a six-pillar, six-gate reference architecture for UK wealth. Loosely coupled, separately evolvable, fully governed. The model is a commodity; your data, your guard rails and your client relationships are the IP. Designed to sit above the platforms you already use, not to replace them. • Industrialised platform migration — an eight-week pilot-to-confirmed-transfer pipeline that compresses transition risk and protects revenue when a firm chooses to move. We work alongside ceding and target platforms to make the transfer smooth for both sides. • Specification-led adoption — product ownership writes the brief in English; guard rails sit around the model, not inside it; every action traceable from business intent through to production behaviour. Defensible under Consumer Duty rather than terrifying. • Fractional Agentic AI Architect, on demand — embed an enterprise architect in your team without the cost or lead time of a permanent hire. Who we work with: founder-led IFA firms, consolidator and adviser platforms, and PE-backed propositions preparing for sale. We are selecting a small number of partner firms to co-build the AI-native future of UK wealth — drop us a line if that is you. Founders: Dave Howard — Founder & Data Migration Architect Rob Duncan — Enterprise Agentic AI Architect wealthtechpros.com