Verlo
AI workflow software for wealth management firms and financial advisors
About Verlo
Verlo provides an AI operating system for wealth management firms. Its tools connect client and portfolio information across custodians, CRMs, documents, calendars and email, and support meeting preparation, client onboarding, portfolio reviews, compliance checks and workflow automation.
The product is aimed at financial advisors and wealth management firms. Verlo is hiring for sales, product and software development roles in St. John's, Canada.
Product: An AI platform for wealth management firms that supports client-data search, meeting workflows, onboarding, portfolio reviews and compliance tasks.
Jobs at Verlo
Open roles at Verlo in the Americas (6)
Canada 6. From Verlo's careers page or applicant tracking system; each role links to the employer.
- Business Development Lead · St. John's, Canada
- Account Executive · St. John's, Canada
- Business Development Representative · St. John's, Canada
- Product Manager · St. John's, Canada
- Software Developer · St. John's, Canada
- Sales Development Representative · St. John's, Canada
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Website technologies
Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.
Analytics
- Google Analytics 4Medium confidence
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- Integration code on pageinline script loader
- Google Tag ManagerMedium confidence
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- Integration code on pageinline script loader
- PostHogMedium confidence
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- Integration code on pageinitialization/configuration expression
- Integration code on pageinitialization/configuration expression
- Integration code on pageinitialization/configuration expression
Content management
- FramerHigh confidence
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- Website resourcedeclared script/iframe or software asset
Hosting
- AWSMedium confidence
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- Integration code on pageinline script loader
Marketing & advertising
- Google AdsMedium confidence
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Detection evidence
- Integration code on pageinitialization/configuration expression
- Integration code on pageinitialization/configuration expression
- Integration code on pageinitialization/configuration expression
- Meta PixelMedium confidence
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Detection evidence
- Integration code on pageinitialization/configuration expression
- Integration code on pageinitialization/configuration expression
- Integration code on pageinitialization/configuration expression
Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.