Wealth.com is the industry's leading estate planning platform that empowers wealth management firms to modernize how they approach estate planning with their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. The platform combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to sophisticated estate strategies. Wealth.com is trusted by some of the largest names in finance and has been recognized with multiple industry awards including Top Estate Planning Technology at the 2025 WealthManagement.com Industry Awards and #1 estate planning market share in the 2025 Kitces AdvisorTech Study.
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Financial Services Technology
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