WEALOR
J51
Services company and technical service provider
Informations
- Site web
- https://wealor.ai/
- Titre
- Wealor, la plateforme IA tout-en-un dédiée aux gestionnaires de patrimoine.
- Description
- Wealor transforms wealth managers’ scattered data (documents, emails, and meetings) into a structured memory connecting clients, assets, and entities. Its AI agents identify prospects and automate operations, including CRM, compliance, reporting, financial planning, allocation proposals, aggregation, fee and commission transparency, and transaction monitoring, while strengthening client retention. Built on secure infrastructure that meets regulatory requirements.
- Vidéo
- Raison social
- Wealor
- Numéro RCS
- 107 930 588
- Lien vers votre politique de confidentialité
- https://wealor.ai/privacy