Wealor
The AI-native platform for wealth managers
Wealor is an AI-native platform for wealth management firms that connects to a firm's systems and documents, reconstructs household and prospect data, and runs specialized AI agents across growth, operations, and engagement. It addresses disconnected systems and manual re-entry by unifying client records, custodial activity, documents, approvals, and workflows into shared knowledge layers.
The platform is organized around three areas. Growth includes Life-Event Signal, ICP Sourcing, Prospect Intelligence, Content & Event agents, and a Growth Knowledge Graph. Operations includes Tax Planning, Estate & Insurance, Reporting & Billing, and Compliance & Signature agents, alongside a Firm Operations Graph. Engagement includes Personalized Client, Family Continuity, Retention Signal, and Referral Moment agents with a Household Relationship Graph. Integrations use OAuth-scoped connections to Gmail, Outlook, and partner systems; sensitive fields are redacted before AI calls, and actions are logged in a tamper-evident audit trail.
Wealor is built for advisory firms and their teams, with human approval required for agent actions. The company states it is software supporting advisor-led work and is not itself a registered investment adviser. Pricing details are not shown; access is arranged through a demo booking.
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