NEW YORK, NY — September 14, 2026 — Wealth.com, the leading estate and tax planning platform for wealth management firms, today announced it is a launch partner for Claude for Financial Advisors. Estate and tax planning demand a level of precision that few advisor workflows do. Questions about what a trust provides, who holds authority […]
Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.
PHOENIX – April 16, 2026 — Wealth.com, the AI-powered platform modernizing how wealth management firms deliver estate and tax planning, today announced it has raised $65 million in an oversubscribed Series B round. New investors included Titanium Ventures, Pruven Capital, The K Fund and Dynasty Financial Partners, with participation from existing investors including Charles Schwab […]
Transcript: The biggest estate planning challenges my clients face are getting the right advice at the right time. My name is Mike Kato. I’m the head of financial planning at GC Wealth. My role is to design and develop our financial planning offering. Relying upon traditional estate planning tools was not going to cut it. We […]
PHOENIX – APRIL 14, 2026 – Wealth.com, the industry’s leading estate and tax planning platform, today announced that its proprietary AI platform, Ester Intelligence, is entering a new era, expanding from document and planning intelligence into a fully integrated intelligence layer for modern wealth management. Ester Intelligence initially transformed how advisors interact with estate documents […]
As the year draws to a close, it’s the ideal time to help clients finalize plans, strengthen relationships, and prepare for the year ahead. This exclusive webinar is designed to help you make estate planning a natural part of those conversations.
As the year draws to a close, it’s the ideal time to help clients finalize plans, strengthen relationships, and prepare for the year ahead. This exclusive webinar is designed to help Cetera advisors make estate planning a natural part of those conversations.
In this session, advisors will learn why estate planning has become a core growth driver, how to position it as a differentiator, and how top advisors are embedding planning into client workflows (CFP CE credit eligible).
Join Wealth.com and Advisors Excel for an exclusive session designed to help you make estate planning a seamless part of every end-of-year conversation.
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.
In this episode of the Practical Planner podcast, hosts Thomas Kopelman and David Haughton delve into the intricacies of the “One Big Beautiful Bill,” exploring its unexpected twists and implications for estate planning, income tax brackets, and more.
Partnership delivers flexibility and control over workflows, simplifying estate planning processes for 2,400+ Advyzon advisors.
We’re excited to introduce a faster, more intuitive way to build reports inside Wealth.com. This 30-minute product session, hosted by Charlotte Young, will walk you through enhancements designed to make reporting more efficient and insightful for your firm.
Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.
Calling all Singletrack Financial advisors! Learn about the recently approved estate planning platform, and how you can use it to engage clients, prospects, and the next-gen.
Wealth.com is pleased to announce a direct integration with Advyzon, the all-in-one wealth management platform trusted by more than 2,000 financial advisors nationwide. Join Advyzon President Kartik Srinivasan and Wealth.com Product Owner Gus Merrell for a live walkthrough of the two platforms and how to make them part of your firm’s daily process.
About Luke & Financial Integrators Based in Joplin, Missouri, Luke Taggart is a Financial Advisor at Financial Integrators, where he helps business owners and families bring clarity and confidence to every financial decision. His firm takes a holistic approach to financial planning, integrating retirement, tax, and estate strategies to create truly comprehensive solutions. Luke is […]
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