Founded in 2021, Wealth.com is the industry’s leading estate planning platform, empowering 400+ wealth management firms, including independent RIAs, aggregators, broker-dealers, custodians, and wirehouses to offer modern, comprehensive, and sophisticated estate planning solutions to their clients. As the only tech-led, end-to-end estate planning platform built specifically for financial advisors, it facilitates high-quality document creation, visualization for complex estates, AI extraction capabilities, and elegant reports. Wealth.com was ranked by advisors as the number one estate planning platform in the 2024 T3/Inside Information Advisor Software Survey and was also recognized as the sole digital estate planning platform finalist in the 2023 Wealth Management Industry Awards. Built and maintained by leading estate attorneys, Wealth.com has built a comprehensive ecosystem to elevate the estate planning process across all 50 U.S. states and D.C.
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