Wealor
AI-native operating system for modern wealth advisors that captures client signals across custodians, CRMs, calls, and documents; reconstructs the full household in a continuously updated Knowledge Graph; and automates firm procedures end-to-end under advisor validation.
Where Wealor ranks
Current edition · updated Oct 20, 2026About Wealor
AI-native operating system for modern wealth advisors that captures client signals across custodians, CRMs, calls, and documents; reconstructs the full household in a continuously updated Knowledge Graph; and automates firm procedures end-to-end under advisor validation.
Products
AI-native platform for wealth managers acting as an institutional brain that captures client signals, reconstructs household data, and automates advisor workflows through specia...
Security and compliance
As reported by Wealor. Ask for audit reports before you buy.
- Network segmentation
- Firewalls
- Intrusion detection system
- Log management
- Multi-factor authentication (MFA)
- Encrypted connections
- Data encryption at rest
- Data encryption in transit
- Annual penetration testing
- Annual control self-assessments
- Confidentiality agreements
- Security awareness training
- Code of conduct
- Mobile device management (MDM)
- Incident response plan
- Business continuity and disaster recovery (BC/DR) plan
- Cybersecurity insurance
- Vendor management program
Is this your company?
Claim the profile to keep facts current, answer buyers and submit evidence for the next ranking review.
Claim Wealor