In a move that underscores the accelerating convergence of AI and wealth management, WealthAi has announced a strategic partnership with MDOTM Ltd, the firm behind the AI investment platform Sphere. The deal brings MDOTM’s powerful portfolio optimization tools into the WealthAi MarketPlace, offering wealth managers and advisors direct access to advanced AI-driven investment tech—without overhauling their existing workflow.

The integration is more than just a tech add-on—it’s a calculated response to the demand for scalable, data-driven investment strategies across the financial advisory landscape.

Sphere of Influence

MDOTM’s Sphere is no rookie to the asset and wealth management scene. The AI-powered platform is designed for scale, enabling firms to build and rebalance hundreds of tailored portfolios within seconds. Now fully embedded into WealthAi’s operating system, advisors can leverage Sphere’s core features natively, including:

• Mass Portfolio Rebalancing: Rapid customization based on centralized market insights, client constraints, and risk profiles—think robo-advisory speed with a human touch.
• Generative AI Reporting: Sphere’s StoryFolio automates client-ready commentaries, translating portfolio data into narrative insights. No copy-pasting from spreadsheets required.

In short, Sphere isn’t just speeding things up—it’s changing how wealth professionals think about time and scale.

This partnership comes at a time when AI adoption in financial services is moving from experimental to essential. Firms are no longer just exploring AI for edge-case efficiencies—they’re embedding it at the heart of decision-making. For independent advisors and external asset managers trying to compete with the tech stacks of larger institutions, Sphere’s plug-and-play accessibility through WealthAi levels the playing field.

As Jason Nabi, CEO & Founder of WealthAi, puts it, the integration is about “delivering personalized, compliant, and efficient investment solutions”—three pillars that are increasingly hard to balance without smart automation.

Meanwhile, Federico Invernizzi, COO of MDOTM Ltd, sees this as a way to democratize access to institutional-grade tech. “This is a natural step in our mission to empower investment professionals,” he said. “We’re enabling more advisors to make impactful, data-driven decisions at scale.”

Market Implications: The Rise of Modular WealthTech

The collaboration highlights a growing trend: modular WealthTech ecosystems. Rather than building end-to-end systems from scratch, platforms like WealthAi are serving as operating systems for advisors, offering curated marketplaces of specialized tools like Sphere.

That’s a strategic advantage. It means that firms no longer have to rip and replace—they can plug in what works, iterate faster, and serve more complex client needs without growing headcount.

In a saturated tech stack environment, ease of integration may be the new killer feature.

Expect to see more partnerships like this as the pressure mounts on wealth managers to deliver hyper-personalized, high-touch service—without inflating costs. With Sphere embedded, WealthAi’s platform looks more like a digital co-pilot than just a dashboard. And for advisors looking to scale smartly, that could be the real game-changer.