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Wealth.com
Wealth.com
wealth.com

Size

51-200 employees

founded in

2021

Wealth.com is a tech-led, end-to-end estate planning platform designed specifically for financial advisors. It combines advanced technology, AI, and human expertise to streamline the estate planning process, offering features like intuitive plan creation, visualizations, and proactive insights. The platform is comprehensive, covering all U.S. jurisdictions, and allows advisors to customize client experiences, manage complex estate plans, and securely store documents. Wealth.com aims to modernize estate planning, making it accessible and efficient for both advisors and their clients, thereby positioning itself as a leader in the wealth management industry.

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