The Category Standard for Modern Estate and Tax Planning
Trusted by 2,000+ firms and recognized by the industry for excellence. One platform that scales from mass affluent to UHNW planning.
Trusted by Leading Firms
Recognized excellence
Validation from the most trusted voices in wealth management
Winner, 2025 WealthManagement.com Industry Awards
Winner, 2025 WealthManagement.com Industry Awards
2025 InvestmentNews 5-Star Technology Report
2025 Kitces AdvisorTech Study
Outcomes that supercharge your business
Advisors using Wealth.com are seeing stronger retention, deeper wallet share, and faster growth.
See Real ResultsJump to a Case Study:
Estate and Tax Planning that spans the net worth spectrum
Depth and breadth, delivered together, across every capability.
Visual Flowchart Reports
Deliver plans clients can understand and act on.
Analysis and Projections
Model options, compare outcomes, and optimize decisions.
AI Extraction Technology
Review existing plans and surface key details faster.
Document Creation
Create new plans with a streamlined, guided workflow.
Integrations you can trust
Wealth.com includes seamless connections to the systems advisors rely on every day. Named the category leader by Ezra Group, Wealth.com earned a Superior rating for integrations, scoring more than 2x the industry average.
Always-on support for advisors and their clients
Wealth.com has fast, human, and proactive support that helps your team move quickly and deliver a seamless client experience. Across chat, email, phone, and Zoom, you will experience US-based, real people when you need them.
In addition to our human support options, Ellie, our 24/7 AI agent is always available, resolving 90% of client questions and 80% of advisor questions.
Backed by global leaders, including:
Common Questions
Explore answers to the questions we hear most—so you can move forward with peace of mind.
Wealth.com provides a complete estate planning platform built for modern wealth management firms. Advisors can create, visualize, manage, and update estate plans through attorney-built documents, collaborative client workflows, estate analytics, and integrated planning tools. The platform also includes AI-powered workflows, mobile notarization, deed preparation, and tax planning capabilities designed to help firms deliver more holistic planning experiences.
Wealth.com is purpose-built for financial advisors, RIAs, broker-dealers, banks, and enterprise wealth management firms. Clients access the platform through their advisor relationship, creating a more collaborative and guided estate planning experience rather than a standalone DIY workflow.
Wealth.com combines estate planning, tax intelligence, and AI-powered workflows in one enterprise-ready platform. Unlike standalone document tools, Wealth.com is purpose-built for wealth management firms and trusted by leading RIAs, broker-dealers, and financial institutions nationwide, including 4 of the top 5 banks in the country. Wealth.com is also the only estate planning technology approved at the top three broker-dealers in the nation.
The platform was recognized as the 2025 WealthManagement.com winner for Best Estate Planning Technology, leads the category in market share according to the Kitces AdvisorTech Study, and has powered more than 100,000 estate plans.
Backed by Google Ventures and Charles Schwab, Wealth.com combines modern AI innovation with the fiduciary standards, security, and institutional trust wealth management firms expect.
Wealth.com supports a wide range of estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, guardianship provisions, and more. The platform is designed to support clients across life stages and complexity levels, from foundational planning for young families to advanced strategies for high-net-worth households and multi-generational wealth transfer.
Wealth.com integrates directly with the tools advisors use every day, including Salesforce, eMoney, Orion, Wealthbox, Redtail, Addepar, BlackDiamond, Schwab, and more. For additional asset linking, clients can connect equity through Carta, crypto through Coinbase, and real estate through Zillow. These integrations enable advisors to deliver up-to-date planning recommendations without manual data entry.
In addition, we maintain direct API integrations with partners and are happy to explore new integrations upon request to support your firm’s specific needs. To learn more, visit wealth.com/integrations.