The Estate & Tax Planning Platform for IMOs

Give Growth a Plan.

Equip your advisors with sophisticated estate and tax planning capabilities that help them deepen client relationships, serve more complex households, and grow their practices.

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Trusted Estate Planning Solution for the Industry’s Leading Firms

Give Every Advisor More Ways to Grow

Help Advisors Move Upmarket

Equip advisors with sophisticated estate and tax planning capabilities that help them differentiate their practice, demonstrate greater value, and serve more complex clients.

Uncover More Opportunities

Turn client data and existing documents into actionable insights that help advisors identify estate, tax, insurance, and multigenerational planning opportunities.

Make the Impact Visible

Show clients how insurance and other planning strategies can change the outcome of their estate with clear, visual comparisons that make complex decisions easier to understand.

Scale Planning Across Your Network

Give advisors across your organization access to modern estate and tax planning capabilities, backed by the technology, expertise, and resources to put them into practice.

How It Works

Turn Advanced Planning Into a Growth Engine

Wealth.com gives your advisors the technology, expertise, and resources to bring estate and tax planning into more client relationships, helping them deliver greater value while creating new opportunities for growth.

  • Help advisors win and serve more affluent households with sophisticated estate and tax planning capabilities.
  • Expand the advisor-client relationship beyond investments by uncovering planning opportunities across generations, entities, and complex financial lives.
  • Scale advanced planning across your network with one platform built to support advisors without requiring your organization to build the infrastructure itself.

One Platform. More Ways to Grow.

Give advisors one place to identify planning opportunities, deliver sophisticated advice, and turn estate and tax planning into deeper client relationships.

Estate Planning at Scale

Give advisors the tools to visualize existing plans, identify opportunities, and help clients create or update estate planning documents.

Proven Across Leading Advisor Networks

Emily Rassam
Partner & Senior Financial Planner, Archer Investment Management
“We helped exactly 35 clients start their estate planning documents with wealth.com in the 35 weeks we’ve been offering the service."
Will O'Rourke
Private Wealth Manager & Estate Planning Attorney, Prime Capital Financial
"Wealth.com offers a solution that fills a significant gap in the estate planning industry and helps us provide value that others can't."
Emily Rassam
Partner & Senior Financial Planner, Archer Investment Management
“We helped exactly 35 clients start their estate planning documents with wealth.com in the 35 weeks we’ve been offering the service."
Will O'Rourke
Private Wealth Manager & Estate Planning Attorney, Prime Capital Financial
"Wealth.com offers a solution that fills a significant gap in the estate planning industry and helps us provide value that others can't."
Emily Rassam
Partner & Senior Financial Planner, Archer Investment Management
“We helped exactly 35 clients start their estate planning documents with wealth.com in the 35 weeks we’ve been offering the service."
Will O'Rourke
Private Wealth Manager & Estate Planning Attorney, Prime Capital Financial
"Wealth.com offers a solution that fills a significant gap in the estate planning industry and helps us provide value that others can't."
Emily Rassam
Partner & Senior Financial Planner, Archer Investment Management
“We helped exactly 35 clients start their estate planning documents with wealth.com in the 35 weeks we’ve been offering the service."
Will O'Rourke
Private Wealth Manager & Estate Planning Attorney, Prime Capital Financial
"Wealth.com offers a solution that fills a significant gap in the estate planning industry and helps us provide value that others can't."
Emily Rassam
Partner & Senior Financial Planner, Archer Investment Management
“We helped exactly 35 clients start their estate planning documents with wealth.com in the 35 weeks we’ve been offering the service."
Will O'Rourke
Private Wealth Manager & Estate Planning Attorney, Prime Capital Financial
"Wealth.com offers a solution that fills a significant gap in the estate planning industry and helps us provide value that others can't."
Kevin Thompson
President, 9i Capital Group
​​”Using Wealth.com for my own family reinforced my belief in the product and its value.”
Jamie Hopkins
CEO, Bryn Mawr Capital Management
"Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings."
Justin Castelli
Founder, RLS Wealth
"The client experience, the output, and the ability for me to be a part of the process is top notch."
Kevin Thompson
President, 9i Capital Group
​​”Using Wealth.com for my own family reinforced my belief in the product and its value.”
Jamie Hopkins
CEO, Bryn Mawr Capital Management
"Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings."
Justin Castelli
Founder, RLS Wealth
"The client experience, the output, and the ability for me to be a part of the process is top notch."
Kevin Thompson
President, 9i Capital Group
​​”Using Wealth.com for my own family reinforced my belief in the product and its value.”
Jamie Hopkins
CEO, Bryn Mawr Capital Management
"Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings."
Justin Castelli
Founder, RLS Wealth
"The client experience, the output, and the ability for me to be a part of the process is top notch."
Kevin Thompson
President, 9i Capital Group
​​”Using Wealth.com for my own family reinforced my belief in the product and its value.”
Jamie Hopkins
CEO, Bryn Mawr Capital Management
"Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings."
Justin Castelli
Founder, RLS Wealth
"The client experience, the output, and the ability for me to be a part of the process is top notch."
Kevin Thompson
President, 9i Capital Group
​​”Using Wealth.com for my own family reinforced my belief in the product and its value.”
Jamie Hopkins
CEO, Bryn Mawr Capital Management
"Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings."
Justin Castelli
Founder, RLS Wealth
"The client experience, the output, and the ability for me to be a part of the process is top notch."
Ready to Put Growth into Practice?
Bring modern estate and tax planning capabilities to your advisor network and give advisors more ways to serve clients, differentiate their practices, and grow.

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