Wealor

Founded by Pierre Depuydt

Automate prospect research, client onboarding, and back-office operations for wealth management firms

Pricing model

Demo

Rating

★ People love it

Time to value

Long Setup (> 1 day)

You can use Wealor to manage client data, prospect research, and back-office workflows across wealth management firms. It connects to custodians, email systems, and relationship databases to build unified household profiles. Automated agents scan for life events like liquidity changes or retirements, draft personalized outreach, and prepare tax and estate planning reviews. The system also audits communications for regulatory compliance, reconciles billing, and generates client performance reports. Every automated action requires advisor approval before final execution, keeping client relationships and operational records verified and compliant.

What Wealor does

Scan SEC filings and corporate records for liquidity signalsDraft prospect outreach emails based on recent life eventsExtract financial figures from uploaded tax returnsReconcile monthly custodian account statementsGenerate branded performance reports for client meetingsCheck outgoing emails against regulatory disclosure guidelinesMap family relationships and beneficiaries into household profilesDetects life events including liquidity events, IPO lockups, and inheritance signalsReconstructs family and household relationship structures into a connected graphAnalyzes tax returns and K-1 documents to prepare tax conversion opportunitiesReviews trust documents and beneficiary designations to highlight planning gapsReconciles custodial data and generates billing invoices automaticallyScreens outbound communications against regulatory disclosure rulesRequires manual advisor approval before executing any outbound communication or taskStores audit trails with cryptographic hash verification for compliance checks

Pricing breakdown

Pricing model: Book a demo

Tutorials & Demos

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