Press & Media

PHOENIX, AZ – JANUARY 27, 2026— Wealth.com, the modern planning platform for wealth management firms, today announced the launch of Wealth.com Tax Planning, a next-generation solution that unifies tax planning, estate strategy and execution workflows within a single platform for advisors. The announcement was made during the keynote address at Wealth.com’s inaugural EstateCon, delivered to […]

PHOENIX, AZ – January 22, 2025— Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced a strategic relationship with LPL Financial (‘LPL’), one of the nation’s leading wealth management firms and a leading provider of investment and business solutions to financial advisors. As part of this relationship, Wealth.com has been made available […]

Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced that it has been selected by Indivisible Partners as its exclusive estate planning technology provider.

Partnership delivers flexibility and control over workflows, simplifying estate planning processes for 2,400+ Advyzon advisors.

NEW YORK, October 23, 2025 – CB Insights today named Wealth.com to its eight annual Fintech 100, showcasing the 100 most promising private fintech companies in the world.  “This year’s Fintech 100 showcases a new generation of companies turning AI, automation, and digital assets into the backbone of financial infrastructure,” said Laura Kennedy, Principal Analyst […]

PHOENIX – October 15, 2025 — Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced its selection to Google’s inaugural Gemini Founders Forum, a global program recognizing 53 AI startups from nearly 1,000 applicants. Hosted at Google’s Mountain View headquarters on November 11–12, the two-day summit brings together a select group of […]

PHOENIX – September 30th, 2025 — Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced a strategic partnership with Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, supporting 11,000 affiliated financial professionals. This selection underscores Wealth.com’s role as the category leader in modern estate planning technology and […]

PHOENIX — SEPTEMBER 2nd, 2025 – Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced key updates to its Advisory Board. New appointments include Barnaby Grist, former Cetera Financial Group president and veteran wealth management executive; Kate Ristau Shackleton, former LPL Financial executive vice president, head of trust and insurance; John Vaccaro, […]

The Highlights: Massive momentum: Cetera (12,000+ advisors), Schwab strategic investment, and Commonwealth exclusivity (2,300+ advisors). Live today: Smarter documents & reports (PDF-embedded signer checklists, standardized page numbering, custom report pages). Ester® AI upgrades: open-ended Q&A, side‑by‑side answers from Gemini, Claude, Meta & Mistral, linked citations, follow‑ups with context, rich text editor, folder-level uploads, and more. […]

PHOENIX, AZ – June 3, 2025 — Wealth.com, the leading end-to-end estate planning platform, today announced it has been selected by Commonwealth Financial Network® (“Commonwealth”) as an estate planning solution for its more than 2,300 affiliated independent financial advisors. The partnership positions Wealth.com as a core component of Commonwealth’s broader effort to bring specialized planning […]

Wealth.com, the industry’s leading end-to-end estate planning platform, today announced a strategic partnership with Cetera Financial Group* (‘Cetera’), a premier financial advisor Wealth Hub. Through this partnership, more than 12,000 financial professionals in the Cetera network will gain access to Wealth.com’s advanced estate planning technology and resources, enabling them to better meet the growing client […]

Wealth.com is thrilled to announce that wealth.com has successfully closed a $30 million Series A funding round, led by GV (Google Ventures), as well as Citi Ventures, Outpost Ventures (an investment platform of Neuberger Berman), 53 Stations (supported…