News and Press Releases

Dynasty, Wealth.com Partner on AI-Powered Estate Planning Tool

Wealth.com’s Ester AI arrives in Dynasty Financial’s desktop

Dynasty strikes AI deal with Wealth.com

Dynasty Financial Partners Launches Partnership with Wealth.com’s Ester AI as a Service to Power Estate and Tax Planning

Wealth.com’s Danny Lohrfink on the Evolving Role of the Advisor in the Realm of Tax

Wealth.com Names New Head of Private Wealth

Wealth.com Appoints Nationally Recognized Trusts and Estates Attorney Chris Nason as Head of Private Wealth

The Case for Making Estate Planning Core to Advice

Advisors Lean on Legacy Planning to Help Secure Next-Gen Clients

‘Giving while living’ is on the rise, but many advisors still need to have difficult conversations

‘Giving While Living’ Now Mainstream Among Wealthy Families: Report

Wealth.com and The Compound Insights Release New Study on the Rise of “Giving While Living” and Family-Wide Legacy Planning

After Selloff, Wall Street Execs Double Down on AI

Zocks, Wealth.com Tie-Up Targets AI-Driven Estate Planning for Advisors

Charles Schwab Isn’t Worried About AI. CEO Rick Wurster Explains How It Is Using It Now.

Wealth.com Announces the Launch of Proprietary Tax Planning Platform

Zocks and Wealth.com Launch AI Integration to Streamline Estate Planning

Wealth.com Rolls Out Tax Planning Platform

Wealth.com Launches Proprietary Tax Planning Platform, Fully Integrated within Industry Leading Estate Planning Ecosystem

LPL Financial Selects Wealth.com to Bring Estate Planning to More Than 32,000 Advisors on its Platform

LPL Taps Wealth.com for Estate Planning Services

Wealth.com Named Exclusive Estate Planning Provider for Indivisible Partners

Advyzon Latest to Tap Wealth.com for Estate Planning Tech

Wealth.com Becomes First Estate Planning Platform to Integrate with Advyzon

Wealth.com Named to the 2025 CB Insights’ List of the 100 Most Promising Fintech Startups

Wealth.com selected for Google’s Inaugural Gemini Founders Forum

Wealth.com Named Estate Planning Partner by Osaic’s National Planning Institute, Supporting 11,000 Financial Professionals

AI and Other Tech Are Changing Wealth Management. This Citi Executive Explains How.

Wealth.com Strengthens Leadership With New Advisory Board Appointments

3 Estate-Planning Moves That Can Give Clients a Sense of Control in Fraught Markets

What We Launched at Wealth.com’s 2025 Summer Product Event

Commonwealth Chooses Wealth.com to Deliver Estate Planning Platform Access to Network of Advisors

Commonwealth Chooses Wealth.com to Deliver Estate Planning Platform Access to Network of Advisors

Wealth.com Announces Inaugural Estate Planning Conference

Wealth.com Announces Inaugural Estate Planning Conference

Schwab Announces Strategic Investment in Wealth.com to Support Estate Planning Capabilities for Investors

Schwab Announces Strategic Investment in Wealth.com to Support Estate Planning Capabilities for Investors

Wealth.com Announces Strategic Integration With eMoney to Deliver Streamlined AI-Powered Estate and Financial Planning Capabilities for Advisors

Wealth.com and eMoney Advisor Announce Integration

Cetera Taps Wealth.com Platform for Enhanced Estate Planning

Wealth.com Partners With Cetera

Wealth.com Partners With Cetera to Bring Leading Estate Planning Technology to More Than 12,000 Financial Advisors

Wealth.com Partners With Cetera to Bring Leading Estate Planning Technology to More Than 12,000 Financial Advisors

The Great Wealth Transfer is coming: How AI is shaping the future of legacy planning

Family offices invest in AI but are slow to use it in operations

Committed to Building the RIA of the Future, RFG Advisory Announces New Suite of Cutting-Edge Technology

Wealth.com Launches ‘Scenario Builder’: The First All-in-One Tool to Instantly Model, Compare and Optimize Complex Estate Strategies

Announcing Scenario Builder

Top Hollywood Attorney Joins Wealth.com’s Legal Team

Ethical wills can be a crucial tool for estate planning

Wealth.com Recruits New Marketing Head from Nitrogen

22 Top Financial Advisor Podcasts To Listen To In 2025

Reflection & Momentum: 2024 in Review and What’s Ahead for 2025

Meet the 2024 Luminaries Winners

Top AI Founders To Watch in 2025

New to Ester® Estate Extraction: Executive Summaries & Expansion to Irrevocable Trusts

Wealth.com Expands Its RIA Reach (Again)

Best New Technology and Software for Investment Management Professionals | New Technology Report

Estate planning platform Wealth.com signs up $11.8bn Merit

Some Advisors Urge Caution On Big Estate Gifts

Here’s why technology is the new key to estate planning

Wealth.com unveils partnership with Independent Advisor Alliance

The Trump tax cuts are expiring, so what are advisors saying?

Making This Common Investing Mistake? Experts Share the Easy (but Urgent) Fix

Startups Look To Streamline Tasks Around Death And End-of-Life Planning

Meet Financial Planning’s 7 Rising Stars of 2024

Wealthtech Wave to Top $9.4B

Wealth.com Scores $30M in Series A Funding

Estate planning startup Wealth.com raises $30M Series A

Wealth.com raises $30m in funding round led by Google

Wealth.com Closes $30M Series A Funding Round, Led by GV, to Further Modernize Estate Planning

Wealth.com Secures $30 Million Series A to Further Modernize Estate Planning for Advisors

Wealth.com Named in Fortune Best Workplaces in Financial Services & Insurance™ 2024

Wealth.com Named Finalist in Fast Company’s Best Workplaces for Innovators 2024: Small and mighty companies

Wealth Named 2x Winner of Wealth Management Industry Awards (“Wealthies”)

Wealth.com Named 3x Finalist for ThinkAdvisor Luminary Awards

Wealth.com Named in Fortune Best Small Workplaces™ 2024

Gateway Financial Partners Adds Wealth.com Estate Planning Tools

wealth.com strikes fintech partnership with Integrated Partners

Wealth.com Unveils “Family Office Suite,” Adds To Legal Team

Wealth.com Launches Family Office Suite

Wealth.com Launches Family Office-Inspired Estate Planning Tools

Estate tech provider wealth.com launches family office suite

Wealth.com launches tool suite for family offices, UHNW-focused RIAs

Wealth.com Launches New Family Office Suite™

Wealth.com Announces Family Office Suite™: Cutting-edge estate management for highly complex estates

Bridging the Estate Planning Gap: Danny Lohrfink, Wealth.com, Discusses How They Empower Financial Advisors

Wealthtech Roundup: iCapital, Addepar, BetaNXT, Pershing And More

Wealth.com Teams With Wealthtech RIA Facet

The Estate Tech Revolution Is Picking Up Speed

Advisors: Go Ahead And Kick The Tires On AI

Estate Planning with Anne Rhodes

The ROI on AI: Advisors struggle to get unbiased answers from tech providers

Advisors know ChatGPT, but that doesn’t mean they trust AI

WSR Pathfinder Awards – Top Women Industry Leaders Of 2024

AI Is an Advisor’s Co-pilot, Not Its Competitor

Announcing Sub-Trusts for Joint Revocable Trusts Now Available

Salesforce Integration Now Available on Wealth.com

Wealthtech Firm Farther Reportedly Exceeds $2B in AUM

10 Things You Should Know About Estate Planning

Voices: Surfing the ‘second wave’ of estate planning technology

Wealth.com Partners With Farther, Integrating Estate Planning Solutions for High-Net-Worth Clients

2023 Year in Review

Wealth.com Brings Estate Planning to the AI Age

Tim White and Thomas Kopelman want to make estate planning less painful

Wealthtech Trends That Dominated 2023, And Will In 2024

The Ten to Watch in 2024: Anne Rhodes

How AI is Opening Conversations in Estate Planning

Wealth.com Appoints Wealth Management Visionary Jamie Hopkins as Strategic Advisor

The Estate Planning Platform by Advisors, for Advisors

What Advisors Need to Know About Elective Community Property

Industry Titan Joanne Bradford Joins Wealth.com as Strategic Advisor to Fuel Growth 

Estate Planning Software Options for Financial Advisors

WSR Pathfinder Awards – Top Hispanic Industry Leaders Of 2023

Wealth.com Adds Brian Hamburger as Strategic Advisor

Danny Lohrfink on Leveraging AI in Your Practice

Wealth.com turns to well known planners, activists to establish new advisor council

Wealth.com Launches Advisory Council, Moves to Expand AI-Assisted Estate Planning | ThinkAdvisor

I pitted ChatGPT against a real financial advisor to help me save for retirement—and the winner is clear

Lack of estate planning leads to family feuds, study shows

The Latest In Financial #AdvisorTech (August 2023)

Wealth.com Adds Tyrone Ross as Strategic Advisor, Demonstrating Continued Commitment to Innovation in Estate Planning

July WealthTech News

Political Football: Stand Out In The Game Of Practice Differentiation

Should you tell your kids how much they’ll inherit?

Seven fintech companies to feature at second annual Future Proof festival

AssetBook Partners with Wealth.com, Offering Estate Planning Services to Deliver a Comprehensive Financial Planning Solution to Financial Advisors

Wealthtech Roundup: Wealth.com, Nitrogen, Seeds Investor, Docupace And More

New AI Tool Helps Advisors Offer Estate Planning

Should your firm hire an AI legal assistant to help with estate planning?

Wealth.com Debuts ‘Ester,’ an AI-Powered Estate Planning Legal Assistant for Advisors

What is a will? The estate planning document you need ASAP (even if you think you don’t)

Wealth.com Sets New Standard for Security in Digital Estate Planning

Wealth Launches Out of Stealth with $16M in Seed Funding to Bring Innovation to Estate Planning

Wealth poised to make estate planning accessible to all