V

Verlo

Verified Job Source

AI-native CRM for wealth management firms

Software Development
1–10 people

About

Verlo is the first truly AI-native CRM for wealth management firms. Unlike traditional CRMs, Verlo updates itself by automatically pulling in client data from custodians, call recordings, emails, calendars, and documents. Then, advisors can ask the Verlo chat agent questions like “Which of my clients own AAPL stock?” or “How much did Alan Smith invest last month?” and get accurate answers immediately, no filters, no custom reports.

Open positions

Software Developer

On-site · St. John's

The developer will own end-to-end feature development across the stack using React, Node.js, and AWS. They will specifically design and build agentic AI systems and architect AI-native product experiences.