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Wealor

AddedApr 16, 2026

UpdatedJun 1, 2026

Wealor

Wealor builds an AI-native operating system for wealth management firms.

HQ

San Francisco, CA, US

Founded

Accelerator

Y Combinator P26

Wealor builds an AI-native operating system for wealth management firms that integrates systems and automates workflows. The company positions itself as forward-deployed engineers who embed within practices to address bottlenecks between disconnected tools, and it provides automation, integration, compliance infrastructure, client operations tooling, and data integration services.

The product is aimed at registered investment advisors, family offices, and other wealth management firms dealing with fragmented technology stacks. It fits into day-to-day operations by connecting data across systems and orchestrating operational work end-to-end, with an emphasis on reducing manual process overhead and improving how teams run client and compliance workflows.

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Wealor - Quick Facts

Who are Wealor's competitors?

Companies similar to Wealor include Wealthawk, Wealth I/O, Arca and Wealth.

When was Wealor founded?

Wealor was founded in 2026.

Where is Wealor's headquarters located?

Wealor's headquarters is located in San Francisco, CA, US.

When was Wealor's last funding round?

Wealor's most recent funding round was for $500k (USD) in January 2026.

How much has Wealor raised to-date?

As of Jan 15, 2026, Wealor has raised a total of $500k (USD).

Wealor - Classification

Ownership: Venture Capital
Technology: AI
Geographic Exposure: North America

Revenue: SaaS
Main Product: Wealth Management