Build the Future of Planning with Us
We believe advisors should be at the center of delivering modern estate and tax planning. We’re building the platform to make that possible.
Wealth.com has offices in New York City, Tempe, and San Francisco. As we continue to grow, we believe our best work happens when people spend meaningful time together, so we invest in spaces and experiences that foster collaboration, connection, and momentum.
Our New York office is located in Manhattan’s NoMad district, steps from Madison Square Park. The space brings teammates together for focused work and the energy of one of the world’s great business centers.
Located in the heart of downtown Tempe, our Arizona office offers a modern workspace surrounded by restaurants, coffee shops, and walkable city energy. It's a place where teammates come together to collaborate and do their best work.
As a major Wealth.com hub, San Francisco brings together teammates across product, operations, and legal. Surrounded by a vibrant technology community, it's a place where ideas move quickly and teams come together to build what's next.
What We Offer
You won’t find any of the negative stereotypes about startups at wealth.com—and that extends to our benefits. We believe in the wellbeing of each of our employees.
Full medical, dental, and vision coverage for you and your family, so you can focus on what matters most—your health and peace of mind.
Flexibility is foundational here. Take time off when you need to rest, recharge, or step away. Your well-being fuels your best work.
Legacy starts at home. We support you in taking time to care for and bond with your child during those early, meaningful moments.
Join teammates in our modern offices in Tempe and New York. We believe great companies are built by talented people working together.
As a builder of Wealth.com, you’ll own a part of what we’re creating—through stock options that grow with the company’s success.
Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
We invest in your future. Get a 401k plan with 100% company match and immediate vesting starting on your first day.
All employees receive free, lifetime access to build and manage their estate plans with Wealth.com—no strings attached.
Our Values
To achieve our mission to modernize estate planning while fostering an innovative and inclusive environment, our culture is based on five core principles:
We’re inspired to build innovative products to make a difference in people’s lives. We believe in the power of curiosity and technology to achieve our mission.
We don’t let perfect be the enemy of good. We zag forward when presented with obstacles and find creative solutions to problems.
We put the skunk on the table. We are direct and honest while being caring and supportive—we push each other without stepping over one another.
We think like owners and take responsibility for our actions. Mistakes are OK but we pivot and move forward.
Our success comes from celebrating each person’s individuality while learning from our diverse backgrounds and experiences.
Backed by Leading Investors
Meet Our Team Members
