WealthAi appoints Lynn Räbsamen as Chief Markets Officer

WealthAi has appointed Lynn Räbsamen as Chief Markets Officer, adding her to the executive team as wealth management firms step up their use of artificial intelligence.

She will lead commercial growth and work with wealth management and financial services firms as they assess how to use AI across their operations while meeting governance and oversight requirements.

Her appointment comes as firms move beyond early AI trials and focus on introducing the technology into day-to-day work in a controlled way. In the role, Räbsamen will work closely with senior leaders making those decisions.

Räbsamen brings more than 25 years of experience across financial services, technology and AI. Her background includes senior positions in regulated finance, derivatives roles at Credit Suisse and UBS, and a later position at Bloomberg, where she worked with banks and financial institutions on digital transformation in Zurich, Seoul and Hong Kong.

She has also held C-suite roles and served as interim lead of a regulated private bank. Alongside her industry work, she is a CFA charterholder, sits on a CFA Institute Advisory Board and has written Artificial Stupelligence.

Sector shift

The hire reflects a broader shift in the wealth management market, where advisers and firms are seeking clearer rules and practical frameworks for AI deployment. Companies across the sector are under pressure to balance interest in automation with concerns about sensitive client data, internal controls and accountability.

Jason Nabi, Founder and Chief Executive Officer of WealthAi, said the market is changing.

"The conversation in wealth management is shifting from 'what can AI do?' to 'how do we use it safely, responsibly and at scale?' Regulated firms are dealing with highly sensitive client information, and they need to know where their data is going, how AI is being used, and that they can demonstrate the right controls and oversight.

"Lynn has a great track record in financial services and tech startups and has seen first-hand how new technology gets adopted inside regulated firms. Her understanding of the potential of AI in our sector is second to none, and she blends her advocacy for AI adoption with an innate appreciation for how firms in wealth management can transform to an AI-native operating model. That combination of sector expertise and AI fluency will be hugely valuable to the clients we partner with.

"WealthAi has been built for this next phase, moving firms away from standalone AI tools towards a purpose-built operating system where users and AI agents can work together, with governance, permissions and auditability built in. Lynn will also play a key part in our planned expansion into new markets, including Switzerland, Singapore and Hong Kong."

WealthAi has been widening its reach in the market. It recently launched WealthAi for Advisors, adding independent financial advisers to its existing client base of wealth managers and family offices.

Market role

The business offers a single operating layer designed to bring together firms' systems, data, AI models and controls. Its products include an assistant for client and administrative tasks, a client file function, and AI agents designed for specific workflows, all linked through a central platform.

The platform is intended to connect to existing systems rather than replace them outright, a point likely to matter for firms that still rely on long-established technology across front, middle and back-office operations. In regulated sectors such as wealth management, the ability to add new tools without a full technology overhaul can be a deciding factor in adoption.

Räbsamen said uncertainty still sits alongside enthusiasm for AI in the sector.

"There's a huge amount of excitement around AI in wealth management, but there's uncertainty too. The industry is changing incredibly quickly, and firms know they need to embrace AI, but there are still a lot of questions around what that journey should look like and how to get it right.

"That's one of the things that really attracted me to WealthAi. We have an opportunity to bring some clarity to that uncertainty and help firms understand not only what AI can do for them, but how they can use it in a way that makes sense for their business.

"My role is about taking that conversation out into the market, listening to firms, building relationships and ultimately helping more of them take advantage of what WealthAi has built. I'm looking forward to growing those relationships, expanding into new markets and helping WealthAi become a trusted partner to firms as they work out what AI means for their businesses."