← Back to all tools
Visit site
Visit site
Overall score
2.2/ 5
SME fit1/5
enterprise sales only
JTBD4/5
solid named JTBD
Integration3/5
API
Trust2/5
new (<12mo), founded 2023
Quality1/5
no public rating
Compliance2/5
compliance unknown
About
Wealor is designed for wealth management firms, capturing client signals and automating workflows. It reconstructs household data in a Knowledge Graph and supports compliance processes under advisor validation.
Best for: Wealth management firms seeking to automate client workflows and compliance.
Pricing
Standard
- Monthly
- $20
- Annual /mo
- $15
- Billing
- flat
- Notes
- Basic client data ingestion;Access to Knowledge Graph;Standard workflow automation
Premium
min 5 seats- Monthly
- $50
- Annual /mo
- $40
- Billing
- flat
- Notes
- Advanced client data ingestion;Enhanced Knowledge Graph features;Custom workflow automation
| Tier | Monthly | Annual /mo | Billing | Notes |
|---|---|---|---|---|
| Standard | $20 | $15 | flat | Basic client data ingestion;Access to Knowledge Graph;Standard workflow automation |
| Premiummin 5 seats | $50 | $40 | flat | Advanced client data ingestion;Enhanced Knowledge Graph features;Custom workflow automation |
Key features
- Client data ingestion across multiple sources
- Knowledge Graph for household reconstruction
- End-to-end workflow automation
- Compliance infrastructure support
Integrations
GmailSlackGoogle Drive
Trust & compliance
- Stage range
- Seed → Growth
- Founded
- 2023
- Status
- active
- SOC 2
- unknown
- GDPR
- unknown
- Data residency
- us
- External rating
- n/a
- Last verified
- Jun 2026
Reviews
Be the first to share your experience.