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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.
- Founded
- Not disclosed
- Headquarters
- Not disclosed
- Company size
- Not disclosed
- Products tracked
- 1
Products by Wealor
Pricing for Wealor
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Contact Wealor for current plans, volume pricing, and enterprise terms.
Trust profile
Security and compliance
No compliance claims have been published for this company.
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