Wealth
About Wealth
Wealth.com is an estate planning platform designed for financial advisors to create, visualize, and manage comprehensive estate plans for clients. It offers features such as document creation (wills, revocable trusts, powers of attorney, healthcare directives), scenario analysis, and visual reporting, with secure storage and collaboration with attorneys and other intermediaries. The platform targets advisors serving mass affluent to ultra-high-net-worth clients and integrates with leading fintech and wealth management tools. Based in the United States, Wealth.com emphasizes advisor-led planning, client education, and regulatory alignment across a broad client base.
Recent News
FinTech Funding Continues Strong Run with over $800m Raised This Week
Wealth.com Unveils Integrated Tax Planning Platform for Advisors
Vantage Point: Building a Tech Stack for Deep Financial Planning
Wealth.com’s Proprietary AI, Ester Intelligence, Enters a New Era
Altruist CTO Departs After Just One Year -- but What a Year; Jason Wenk Cites Strong Bench and Says Search Is on to Fill Sumanth Sukumar's Shoes
Wealth.com Nabs $65M Series B Round
Osaic Adds Scribe AI to Craft Step-by-Step Guides for Advisors
Carson Group Launches Estate Planning Push
Schwab Makes AI Push, With Client-Facing Agents To Roll Out in June