Wealor is an AI-native platform for wealth managers that creates a centralized source of truth across wealth management, tax, and legal functions. The platform uses specialized AI agents to automate operational work directly across legacy systems via APIs and browser automation. It targets the problem that advisors spend roughly 80% of their time on back-office tasks rather than client work. Wealor is part of Y Combinator's Spring 2026 batch.
Wealor
ActiveAI-native platform for wealth managers
Total raised
$500K
1 round
Stage
Seed
Jan 2026
Team
1-10
since 2026
Pricing
—
Founded
2026
San Francisco, United States
Agent-ready
—
AI-native platform purpose-built for wealth managers
Unifies wealth management, tax, and legal data
Creates a centralized source of truth across functions
Specialized AI agents automate operational work
Integrates with legacy systems via APIs
Uses browser automation where APIs are unavailable
Targets back-office tasks that consume advisor time
12/100
Early
MCP server
Public API
Webhooks
OAuth 2.0
SDKs
No public agent surfaces detected yet.
Jan 2026 Seed $500K ● Y Combinator
Capital network
$500K raised ·1 backer·10 network links
- Backers1
- Shared portfoliocompanies these backers also fund
- Extended networkfunds that co-invest alongside them
Aleph
AI-native FP&A platform for modern finance teams
AI Finance
Kalshi
The first US-regulated prediction market exchange
AI FinanceAI Prediction Markets
Borderless AI
AI-native Employer of Record for global hiring
AI FinanceAI HR
Composer
AI-native automated investing and algorithmic trading
AI FinanceAI Developer Tools
Anrok
AI-native sales tax compliance platform for software companies
AI FinanceAI Compliance
Alaan
AI-powered spend management and corporate cards for MENA finance teams
AI AgentsAI Finance
- What is Wealor?
- Wealor is an AI-native platform for wealth managers that creates a centralized source of truth across wealth management, tax, and legal functions.
- How does it automate work?
- It uses specialized AI agents to automate operational work directly across legacy systems via APIs and browser automation.
- What problem does it address?
- It targets the problem that advisors spend roughly 80% of their time on back-office tasks rather than client work.
- Is it backed by an accelerator?
- Yes, Wealor is part of Y Combinator's Spring 2026 batch.
Discussion
Sign in to join the discussion.
Sign inExplore more around Wealor
Contextual paths to related AI startups, deals and rankings.