TLDR: WealthAi, a leading AI Operating System for Wealth Management, has announced a strategic partnership with MDOTM Ltd, a global provider of AI-driven investment solutions. This collaboration will integrate MDOTM Ltd’s AI platform, Sphere, into the WealthAi MarketPlace, offering wealth managers and advisors advanced AI tools for portfolio construction, rebalancing, and automated reporting, aiming to deliver more personalized and efficient investment solutions.
NEW YORK and LONDON – July 15, 2025 – WealthAi, a prominent AI Operating System tailored for Wealth Management, and MDOTM Ltd, a global leader in AI-driven investment solutions for Asset and Wealth Management companies, have officially announced a strategic partnership. This collaboration is set to bring MDOTM Ltd’s cutting-edge AI platform, Sphere, directly to wealth managers and financial advisors.
Under this new alliance, Sphere will be seamlessly integrated into the WealthAi platform and made available through the WealthAi MarketPlace. This integration is designed to empower wealth managers and financial advisors by providing them with advanced AI tools for portfolio construction and optimization, directly within their existing WealthAi workflows.
MDOTM Ltd’s Sphere platform is recognized as a leading AI investment solution, utilized by Asset & Wealth Managers to support critical functions such as strategic and tactical asset allocation, large-scale portfolio rebalancing, and automated reporting. The platform leverages both Analytical and Generative AI to deliver its capabilities.
Key features of the Sphere platform include:
Mass Portfolio Rebalancing & Customization: The platform enables the creation and rebalancing of hundreds of customized portfolios in mere seconds. This is achieved by aligning with a centralized market view, client-specific constraints, and individual risk profiles.
Automated Reporting with Generative AI (StoryFolio): Sphere’s innovative StoryFolio feature generates customized portfolio commentaries and client-ready reports at scale. These reports are tailored to specific market views, custom tags, and portfolio constraints, enhancing communication and efficiency.
Jason Nabi, Chief Executive Officer & Founder of WealthAi, expressed his enthusiasm for the partnership, stating, “We are thrilled to partner with MDOTM Ltd to bring Sphere’s powerful AI capabilities to our clients. This partnership reinforces our commitment to providing wealth managers with the most advanced AI tools to deliver personalized, compliant, and efficient investment solutions.”
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Tommaso Migliore, CEO and Founder of MDOTM Ltd, also commented on the collaboration, highlighting it as “a natural step in our mission to empower investment…” This partnership underscores both companies’ dedication to leveraging artificial intelligence to transform the wealth management landscape, offering enhanced capabilities for advisors to better serve their clients.
