Pravar AI Launches Wealth OS to Bring White-Glove Service to Every Client

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Pravar AI. (2026, September 30). Pravar AI launches Wealth OS to bring white-glove service to every client. https://www.pravarai.com/company/news/pravar-ai-launches-wealth-os

Pravar AI launched the Pravar Wealth OS and its first product, Pravar for Advisors, which is designed to give every client on an advisor's book the proactive attention most firms currently reserve for their largest relationships.
The release cites Cerulli Associates findings that only 27 percent of heirs expecting a share of the more than $120 trillion set to change hands over the next 25 years plan to keep their benefactor's advisor, and the 2026 WealthStack Study finding that just 16 percent of wealth firms have put an AI agent into production.
Pravar for Advisors reads across each family's accounts, holdings, activity, and history to flag moments such as upcoming liquidity events, assets held at another firm, early signs of client attrition, or heirs who have never met the firm.
For each flagged moment, the advisor sees what has changed, why it matters to the family, and what to do next, with the follow-up already prepared.
The Wealth OS runs on each RIA's own investment views, planning philosophy, policies, and voice, and a proprietary continuous evaluation layer screens personal data, scores every interaction for quality, routes anything below threshold to human review, and leaves an audit record for every action.
The platform sits above the CRM, custodial, and planning systems a firm already runs, so nothing needs replacing, and firms can add capabilities on the same foundation without buying another tool.
Pravar for Advisors is available now to RIAs and wealth management firms in the United States and India, and the company, founded by CEO Ayon Banerjee and Malavika Lakireddy, operates out of New York and Bengaluru.

Knote: I am not sure this will be the product that brings them fame and glory, but they indicate they have more coming. What I do like is that they are leading with governance.