"MDOTM Collaborates with WealthAI, Releases an AI-Related Report in Association with EY"
WealthAI Partners with MDOTM to Revolutionize Wealth Management
A groundbreaking partnership has been announced between WealthAI, a leading AI-focused wealth management platform, and MDOTM, an innovative AI-driven investment solutions provider. The collaboration, revealed in July 2025, aims to enhance wealth management by integrating MDOTM’s AI-powered platform, Sphere, directly into the WealthAI Marketplace.
According to a 2024 survey by EY European Financial Services, more than 40% of investment managers felt they were lagging behind in the adoption of AI. To address this, EY Wealth & Asset Management Leader, Italy, Giovanni Andrea Incarnato, encourages firms to move from an "experimental" approach to AI and instead embrace a "continuous learning mindset". This partnership is a step towards achieving that goal.
Key Features
The integration of Sphere into the WealthAI platform offers seamless access to Sphere’s capabilities, enabling a unified user experience. Sphere delivers unbiased, AI-powered insights that convert complex market data into actionable portfolio and risk management ideas. The partnership also introduces Portfolio Studio, which enables mass customization and scalable portfolio rebalancing, and StoryFolio, a feature that uses Generative AI to create automated, portfolio-specific commentary and client-ready reports.
Benefits
The partnership promises several benefits, including increased efficiency and scale, improved decision-making, and enhanced client communication. Automating and scaling portfolio management tasks makes large-scale personalized solutions feasible, while data-driven, AI-backed insights help advisors align portfolios more precisely with client objectives and risk profiles. Automated and tailored reporting improves transparency and client engagement through clear, customized narratives.
Impact on Wealth Management
This partnership significantly advances the capability of wealth managers to deploy cutting-edge AI technology, enabling more personalized, scalable, and data-driven investment management. By embedding Sphere into the WealthAI environment, it broadens access to powerful AI tools and supports impactful, scalable portfolio construction and management, thus enhancing advisor efficiency and client service quality.
MDOTM made its platform debut at our platformEurope 2025 in London, New York, and Milan. The platform’s recognition, including MDOTM’s Sphere winning Morningstar's 2025 Fintech Showcase, underscores its transformative potential in the wealth management industry.
WealthAI, headquartered in London and founded in 2023, offers an AI operating system for wealth managers, family offices, private banks, and asset managers. The company was founded in 2023 and is based in London. WealthAI's mission is to empower wealth managers to deliver personalized, scalable, and data-driven investment management services.
The report reinforces the "experimentation to execution" transition as key to successful and evolving use of AI in wealth management. MDOTM teamed up with EY to produce a report titled "Artificial Intelligence: The Value is in Scale". Sphere provides personalized, easy-to-understand portfolio commentaries and reports featuring both macro and market analysis.
[1] EY European Financial Services survey (2024) [2] WealthAI official website [3] MDOTM official website [4] Morningstar's 2025 Fintech Showcase
The partnership between WealthAI and MDOTM, announced in July 2025, aims to revolutionize wealth management by integrating MDOTM's AI-powered platform, Sphere, into the WealthAI Marketplace. This collaboration, which includes features such as Portfolio Studio and StoryFolio, leverages AI to deliver unbiased insights and automate portfolio management tasks, ultimately providing benefits like increased efficiency, improved decision-making, and enhanced client communication while aligning portfolios more precisely with client objectives and risk profiles. Furthermore, this partnership underscores the potential of artificial-intelligence technology in shaping the future of investing and wealth management.
