Wealth.com
Estate and tax planning platform for advisors, with document drafting and plan analysis.
wealth.comWealth.com sells an estate and tax planning platform to advisor firms, broker-dealers and private banks. It drafts wills, trusts and powers of attorney, lets advisors test tax and estate scenarios, extracts details from existing estate documents, and gives clients a portal and document vault.
The company was founded in 2021 and lists offices in Tempe, Arizona, and New York. It closed a $30 million Series A led by GV in September 2024, and trade press has reported a later $65 million Series B. The company says it is independent and privately owned.
What it does
- Estate document drafting
- Scenario builder
- Estate plan extraction
- Document vault
- Client portal
Works with
Integrations
As listed by Wealth.com.
Coverage
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