API-first wealth management infrastructure for private banks and family offices
WealthOS provides modular API infrastructure for private banks and family offices to build custom wealth management experiences. Core modules include portfolio analytics, regulatory reporting (MiFID II, FIDLEG), client lifecycle management, and alternative asset integration. 38 institutional clients managing $85B AUM on the platform. SOC 2 Type II and FINMA-compliant.
One of the strongest deals in the pipeline. Exceptional team — CEO spent 12 years at UBS in digital transformation, CTO led engineering at a fintech unicorn. Product is deeply embedded in client workflows (avg. integration time 4 months), creating strong lock-in. NDR is 135%. Regulatory moat is significant.
Available at Pre-DD level