About WealthIris
We built what advisors actually needed.
WealthIris started from a simple frustration: advisors were spending hours tracking down data their systems already had. We built the layer that makes that stop.
Our Mission
Give every advisor instant access to the data they need to serve clients well.
Wealth management firms run on data locked inside their systems. Advisors know what questions to ask — they just can’t get answers fast enough. WealthIris fixes that. We query your system directly, return traceable answers in seconds, and fire proactive alerts before you know to ask. No estimates. No hallucinations. No waiting on the back office.
Founded
2025 - Canada
Our Principles
How we think about building.
Data, not guesses
We never estimate, extrapolate, or generate numbers. Every answer comes from your system of record or we tell you it doesn’t exist.
No rip-and-replace
Firms have spent years building their stacks. We sit above what you have and make it better, we don’t replace it.
Fiduciary-first
Every answer is source-attributed and traceable. We help you stay compliant.