What Wealor does
Wealor is an AI-native platform for wealth managers that builds a centralized source of truth across wealth management, tax, and legal information. It captures data from conversations, financial documents, tax returns, custodial systems, and internal workflows, then uses AI agents to automate operational work across existing legacy systems.
Key capabilities
- Reconciles client information across emails, meetings, CRMs, custodians, tax, and legal systems
- Automates CRM updates, follow-up emails, onboarding, compliance, reporting, billing, and document drafting
- Maintains a relationship graph covering interactions, preferences, milestones, and family connections
- Surfaces relationship drift and identifies moments suited to referral outreach
- Works across legacy systems via APIs and browser automation
Who it's for
Wealor is built for wealth-management firms and financial advisors who lose time to operational and administrative work spread across disconnected systems. It aims to give advisors full household context while automating routine back-office tasks.