Contact
Email
role · B2B
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Category & trade
Primary
financial-planning · embed-ft 0.54
Tree path
Personal Finance › Financial Planning
Group (tier-1)
Also (top-3)
personal-finance0.26
Tech stack
AI readiness
Compliance (GEO / GDPR)
TLD
Overview
Title
Pelorus Wealth Platform
Description
Pelorus Wealth Platform — comprehensive financial planning software for independent RIAs. Tax-aware multi-decade projections, interactive wealth maps, audit-grade Excel exports, Monte Carlo simulation, and white-labeled client portals — at a fraction of the cost of legacy tools.
Final URL
Language
en (html)
Scanned at
2026-06-25 20:38:42