AI-native platform for wealth management firms that automates prospecting, client engagement, and back-office operations.
Wealor is an AI-native platform for wealth advisory firms that provides three coordinated layers of specialized agents: prospecting agents that source high-fit households using SEC filings, alumni networks, and liquidity signals; engagement agents that maintain a living prospect graph and automate newsletters and outreach; and operational agents that handle planning, reporting, compliance, onboarding, billing, and document workflows. The platform is designed to give smaller advisory firms institutional-scale capabilities without additional headcount. Wealor is a product of Wealor.
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