Your path to personalised family wealth management starts here.
Take control of your family’s wealth with intuitive tools for asset aggregation, multigenerational planning and AI powered financial insights – all in one app.
Vision
Our vision is to build a personalized family office for everyone.
Mission
To create the most trusted AI family copilot to organize, manage, and grow wealth intelligently and sustainably through a seamless and unified experience
Join Us
We’re building a world-class team to revolutionize wealth management in India. If you’re passionate about AI, fintech, and making a difference in people’s financial lives, we’d love to hear from you.
Why WealthNest.AI is the smarter way to manage your family’s finances
Secure and Reliable
Your data’s safety is our top priority. We use encryption, OAuth2 and multifactor authentication and integrate with the Account Aggregator ecosystem to ensure your information remains secure and compliant.
User-Friendly Experience
WealthNest.AI simplifies complex family finances with an intuitive, unified dashboard so everyone can manage their wealth effortlessly.
Real-Time Insights
Generative AI continuously summarises your wealth health, goal status and alerts, and live data feeds provide uptodate portfolio information.
Tailored to Your Needs
Our familyfirst design offers permissionsbased access across generations and personalised recommendations that evolve with your goals.
24/7 Support
AI models forecast tax liabilities, inheritance splits, insurance gaps and optimal investment strategies, helping you plan ahead.
Behind WealthNest.AI, there’s a team committed to innovation.
Anurag Sinha
Co-Founder & CEO
Ex- Amazon Director, Foundit (Monster) CPTO, Rebel Foods, Microsoft. Scaled 15M+ MAU apps with GenAI-led product innovation.
Harsha Venkatesh
Co-Founder & CIO
SEBI-registered PMS head, Founder Dwaith Funds, Investor, ex-Cypress Semi, ex-Enphase Energy. Took Power One from ₹100 Cr → ₹300 Cr ARR in 3 years. Deep India market + finance experience.
Shivendra Kumar Singh
Mentor, Founding Investor, Strategic/AI Advisor (Non-Operational)Financial Analyst
Engineering Director @ Infineon Technologies USA· Mentor to IoTechWorld Avigation· Founding Investor, Strategic and AI (Non-Operational) Advisor, WealthNest.AI · MIT Sloan Executive MBA