Microsoft and Capgemini Executive Joins WealthAi as CTO to Bring Secure AI to Wealth Management

WHY THIS MATTERS: The future of wealth management hinges on the responsible adoption of Artificial Intelligence, a sector notoriously slow to embrace digital tools. This dual appointment signals a critical industry pivot: moving beyond exploratory AI pilot programs to industrial-scale, secure deployment. Pratim Das’s arrival at WealthAi is significant because it prioritizes deep regulatory expertise in Responsible AI over pure technology development. Trust is the non-negotiable currency when managing client assets. By appointing a CTO with extensive experience in compliance and ethical governance at regulated institutions, WealthAi directly addresses the greatest barrier to scaling AI in finance. This validates the trend that platform builders must lead the way in engineering transparent, auditable systems if they expect advisors to trust automated workflows with billions in client money.

Pratim Das, a former Microsoft director who helped clients adopt AI in a secure and responsible way has joined WealthAi, the AI operating system built for wealth management, as Chief Technology Officer.

His appointment comes as wealth management firms are doubling down on AI adoption, while ensuring it is used safely and in a way clients can trust.

Pratim Das brings more than 25 years’ experience in building data and AI platforms at some of the world’s leading technology companies. He has held senior roles at Microsoft, Amazon and Capgemini, helping clients that included HSBC, BP, GSK, Unilever and National Grid to navigate their adoption and adaptation to AI. He has spent his career working with organisations in highly regulated sectors where trust and security are critical.

At Microsoft, Pratim led strategic accounts and worked with clients such as tier 1 banks, energy and pharma companies  to implement AI in a secure and responsible way. He was also the company’s champion for the ethical use of AI, helping to drive best practice around responsible deployments of AI on sensitive use-cases with consequential effects.

Pratim later served as a Partner at Capgemini, where he led data and AI architecture teams, helping organisations, including government bodies such as HMRC, to adopt AI while maintaining strong standards around privacy, security and compliance.

Jason Nabi, founder and CEO of WealthAi, commented: “Pratim’s appointment is a huge win for WealthAi, and he will play an important role in our next phase of growth. Despite acknowledging its digital immaturity, the wealth management industry has been slow to embrace digital transformation and adopt AI. Wealth industry professionals managing billions in client assets must trust the platforms they use. Pratim’s vast experience of helping businesses and individuals navigate the fast-evolving AI landscape will be invaluable to our customers.

With his background in deploying AI in a secure and ethical way, he will help bring greater confidence to the industry, and support our vision of building systems that unify data, automate workflows and give people more time to focus on what matters.”

Pratim Das, Chief Technology Officer at WealthAi, added: “AI can be a powerful enabler in wealth management, not by replacing people, but by empowering teams to do more in less time and focus on higher-value work.

At the same time, this is an industry built on trust. When you’re dealing with large sums of client money, there is no room for compromise on privacy, security and compliance. These have to be the foundations of any AI solution. By building an AI-native platform that brings these principles together, WealthAi is reshaping how this industry can operate. Even early signs of impact tell us that WealthAi is helping firms embrace AI with greater confidence and use it in a way that is more responsible and impactful.”

Pratim is passionate about diversity and inclusion, and the founder for purpose-led startup called Striide, helping more girls stay in sport, grow in confidence, and thereby driving diversity and equality, and shaping stronger future leaders. 

Harry Kyprianou has also joined the team as Head of Product, where he will help shape and deliver WealthAi’s product roadmap. He brings nine years’ experience at Rathbones, where he worked in the front office delivering data and digital transformation initiatives across the business. Most recently, he scaled an AI-driven meeting intelligence platform from pilot to full rollout, and previously supported the consolidation of CRM systems across Rathbones, Saunderson House and Investec, covering £99bn in client assets. At WealthAi, he will draw on this experience to translate industry needs into product strategy and help ensure the platform delivers for wealth management firms.

These appointments mark another step in WealthAi’s strategy to build a fully integrated AI operating system for modern wealth firms. The platform connects to firms’ existing systems and data, gives every employee their own intelligent assistant, and deploys a network of specialised AI agents across investment, compliance, research and operations, continuously, accurately and with a full audit trail.

Through the WealthAi Marketplace, clients can access best-in-class providers including Morningstar, Capital Economics, MDOTM and Axyon. Its data layer connects to more than 250 custodians and banks, and implementation takes weeks, not months. 

The company recently raised a $1 million seed round led by Fuel Ventures and Founders Factory.

FF NEWS TAKE: Yes, this move strongly suggests that AI adoption in wealth tech is reaching an inflection point, with the focus shifting from capability to accountability. The addition of a CTO steeped in ethical deployment, alongside a Head of Product from a major UK wealth manager, moves the needle by proving that a compliance-first approach is the new competitive differentiator. We must now watch for how quickly WealthAi’s AI operating system can scale its agentic capabilities—specialized AI agents—without regulatory missteps, setting the governance benchmark for the wider financial services industry.