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AI-native platform for wealth managers
Wealor positions itself as an AI-native platform designed for wealth managers, aiming to capture client signals, reconstruct household data, and automate advisor workflows under the advisor's validation.
An AI-driven platform that collects client signals, builds a full household view, and automates the workflows of wealth advisors while keeping the advisor in control and able to validate actions before execution.
Who it’s for: Wealth management firms and wealth advisors seeking AI-assisted workflows and comprehensive client/household data integrations.
Cofounder & CEO @ Wealor Previously structured private investments for wealth managers. ML & software engineer trained at UC Berkeley, École Polytechnique, HEC Paris, and ENSAE Paris. Top 13 African table tennis player and former #1 in Morocco.
Founder at Wealor (YC P26). Previously finance at Tiffany & Co. and strategy consultant at Boston Consulting Group. Studied at Ecole Polytechnique, X-HEC Entrepreneurs and UC Berkeley. Former Deputy Section Chief in the French military, leading training programs in Guadeloupe.
The institutional brain that runs your firm
Wealor is an AI platform that creates a centralized knowledge base for wealth management firms by ingesting data from emails, meetings, CRMs, and custodial systems, then deploys AI agents to automate account opening and tax analysis.
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Agent harnesses for asset managers
The first finance-compliant proactive AI that runs 24/7
