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Wealth.com
Wealth.com is a technology-driven estate and tax planning platform designed for financial institutions, wealth management firms, and financial advisors. Founded in 2020, the company aims to simplify the complexities of traditional estate planning through its comprehensive SaaS solution. Headquartered in Tempe, Arizona, with additional offices in New York, Wealth.com serves over 750 wealth management firms and clients ranging from mass affluent to ultra-high-net-worth individuals. The platform offers a unified approach to estate and tax planning, integrating various services such as AI-powered planning insights, automated document generation, and scenario building. Wealth.com’s proprietary tools, including the Ester® AI engine and the Wealth.com Tax Planning solution, enhance the ability of advisors to manage client needs effectively. The company is backed by notable investors and has raised significant funding to support its mission of providing clarity and confidence in planning for the future.
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$1M