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Wealor

Investment, trading and wealth · by Wealor

AI-native platform for wealth managers acting as an institutional brain that captures client signals, reconstructs household data, and automates advisor workflows through specialized agents for growth, operations, and client engagement.

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Where it ranks

Current edition · updated Oct 20, 2026

What it does

AI-native platform for wealth managers acting as an institutional brain that captures client signals, reconstructs household data, and automates advisor workflows through specialized agents for growth, operations, and client engagement.

  • Client data ingestion and household reconstruction
  • Advisor workflow automation
  • Compliance and regulatory automation
  • Portfolio management support
Category
Investment, trading and wealth
Built for
Real estate and construction
Users
RIAs, Family Offices, Wealth Managers
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

Pricing isn't published

Wealor doesn't list prices publicly. Ask them for a quote.

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

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