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Wealth.com

Profile

Wealth.com is the industry’s leading estate planning platform, empowering 450+ wealth management firms 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 institutions, wealth.com facilitates high-quality document creation, visualization for complex estates, AI extraction capabilities, and elegant client reports. Financial advisors ranked Wealth.com as the #1 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.