NEW YORK, NY – September 8, 2026 – Wealth.com, the industry’s leading AI-powered estate and tax planning platform, today announced that &Partners has selected Wealth.com as its enterprise-wide estate planning platform. The deployment gives more than 100 &Partners advisors access to a consistent, technology-enabled way to review existing estate documents, visualize estate plans, identify gaps and planning opportunities, create client-ready reports and guide clients through the estate planning process.
One of the industry’s fastest-growing hybrid broker-dealer and RIA platforms, &Partners has built its model around advisor ownership, flexibility and concierge-level support. The firm selected Wealth.com following a competitive evaluation, citing the platform’s breadth, intuitive advisor and client experience, clear visualizations, enterprise-grade security and scalability, and commitment to implementation and long-term adoption.
“Estate planning is already embedded in many of the decisions our advisors help clients make, from beneficiary designations and gifting to charitable planning and legacy goals,” said Matt Doran, Partner and Leader of Advanced Planning at &Partners. “We wanted a platform that could make those conversations more consistent and actionable without compromising the flexibility our advisors value. Wealth.com gives advisors the technology, visual clarity and support to bring estate planning into the ongoing advice relationship.”
Through Wealth.com, &Partners advisors can more easily understand how a client’s estate plan is structured, explain complex relationships visually and turn identified gaps or opportunities into clearer next steps. The platform also supports more connected conversations across investments, taxes, beneficiary decisions, charitable planning, gifting and legacy goals, helping advisors address a client’s financial life more holistically.
The enterprise rollout began in August and formally launches across the full &Partners advisor population today. The implementation pairs firmwide platform access with live product education, a launch webinar, recorded enablement content and continued Wealth.com support at &Partners events. Wealth.com also traveled to the firm’s Nashville headquarters to create an advisor testimonial and enablement video series focused on integrating estate planning into real client conversations.
Early engagement has included advisors using Wealth.com for their own estate plans and extending the offering to staff. The rollout is designed to make estate planning part of the advisor’s ongoing relationship with clients rather than a separate, point-in-time referral.
“&Partners has built its model around combining advisor autonomy with institutional-quality support, which makes this enterprise deployment especially meaningful,” said Tim White, Co-Founder and Chief Growth Officer at Wealth.com. “The best technology does more than check a box. It has to help advisors understand complexity, communicate it clearly and act on it with clients. We are proud to support &Partners with both the platform and the enablement needed to make that happen at scale.”
By pairing enterprise-grade technology with a deliberate adoption program, Wealth.com and &Partners aim to create a repeatable estate planning experience across a rapidly growing advisor network while preserving the flexibility that is central to the &Partners model.
To learn more, visit wealth.com and andpartners.com.
