Wealth operations, finally built for scale.
WealthOS helps advisors run a modern book with audit-ready workflows and optional AI assistance. Reduce operational burden, ensure compliance, and deliver exceptional client experiences.
A Day in the Life
See how WealthOS transforms your daily operations with real-time alerts, automated workflows, and instant audit trails.
New household onboarding
Intake, document capture, and verification checklist assigned.
The Numbers Speak
Real outcomes achieved by advisory firms using WealthOS workflows.
Calculate Your Savings
Estimate the time, cost, and capacity gains WealthOS can deliver for your firm.
ROI Calculator
Estimate your potential savings
* Estimates based on workflow automation benchmarks for a firm managing $350M across 220 households.
Your Estimated Results
Everything You Need
A complete operations platform with workflow automation, explainability, and audit control.
Advisor Agent
Universal search and natural language queries across your entire book of business.
Smart Workflows
Automated alerts, escalation routing, and task management with SLA tracking.
Audit Receipts
Explainability records and compliance exports with immutable audit trails.
Client Portal
Premium client access with document sharing and transparent communications.
Evidence-Driven Insights
Whitepapers and research on auditability, automation, and governance in wealth management.
Auditability in assistive intelligence workflows
A practical framework for decision receipts, escalation routing, and evidence preservation across advisory workflows.
Operational alpha: scaling without headcount
How modern advisory teams reclaim capacity with workflow automation, task routing, and clear accountability chains.
Why explainability beats black-box automation
Advisor-first transparency that keeps regulators, clients, and internal teams aligned on every decision.
Get the complete research pack
Download all whitepapers, case studies, and implementation guides.
Patents & Defensibility
Protected innovations that power fiduciary-first workflow automation.
Built for Defensibility
Meridian's system design prioritizes fiduciary controls and evidence trails that withstand regulatory scrutiny. Our innovations are rooted in practical compliance needs.
Policy-gated workflow execution
Multi-agent orchestration with configurable approval gates and escalation paths.
Immutable audit hashing
Cryptographic decision receipts that preserve evidence trails for compliance review.
Selective AI opt-out
Advisors can disable investment intelligence while retaining operational automation.
Confidence-based routing
Automatic escalation when decision confidence falls below threshold.
Built for Every Role
Explore how WealthOS empowers advisors, operations, compliance, and clients.
Portfolio Manager
Manage clients, run rebalances, and access real-time insights across your entire book.
- Client management
- Rebalance workflows
- Tax-loss harvesting
Client Service
Streamline onboarding, document management, and operational workflows.
- KYC/AML workflows
- Document tracking
- Task automation
Compliance Lead
Monitor exceptions, manage attestations, and export audit-ready compliance packs.
- Exception review
- Policy controls
- Audit exports
Client Portal
Access portfolio views, documents, and transparent communication with your advisor.
- Portfolio view
- Document access
- Secure messaging
Ready to transform your wealth operations?
Launch the interactive demo to experience WealthOS firsthand, or download our research pack to learn more.