Wealth software you can check.

One engine for wealth and family offices, advisors and self-directed investors: research, portfolio, risk, compliance and tax. WalutAI, our AI, orchestrates agent flows that run the software's tools. Every number is computed by the software, never by the AI, and every action waits for a person to confirm. Every decision comes with a record of how it was made: the data, the rules, each step and who approved it.

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WealthWalut Platform B2B

For family and wealth offices, advisors, private banks and brokers. Configured for each firm.

Cloud-agnostic: our service, any cloud, or on-premises
Multiple clients and portfolios, mandates and composites
Compliance checks and a full audit trail
Configurable research, rules and reports

WealthWalut App Retail

For investors managing their own money, on the web.

Several portfolios, one clear view
Tax-advantaged accounts like IKE and IKZE, Poland first
Your own investment policy, applied as written

What is included

202 API endpoints today. Every research method is configurable.

44Research & data

19Portfolio & risk

9Compliance & audit

16Countries' tax rules

39Accounts, proposals & orders

19Monitoring & alerts

22AI assistant & agents

9Languages

AI on your terms

WalutAI plans the work, calls the software's tools and explains the results with sources. It never invents a figure. You choose the model behind it.

Leading vendor models

The most advanced models from the major AI vendors, when you want them and only with your consent.

WalutAI private model

For privacy- and security-conscious users: our own open-weight model, hosted in the EU.

Self-hosted & fine-tunable

Optional: run the model on your own servers and adapt it to your firm, so data never leaves.

Beta coming soon

We are testing with a small group before opening a private beta.