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Wealth Management Industry Awards
September 10, 2026
Cipriani 42nd StNew York, NY

Premier Sponsor

Profile

Wealth.com is the leading AI-powered estate and tax planning platform for wealth management firms. Purpose-built for financial institutions, the end-to-end platform enables financial advisors to scale estate and tax planning with consistency, efficiency, and confidence. Trusted by the industry's largest firms, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to transform how advisors deepen client relationships, engage the next generation, and grow their businesses.