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 […]
The Challenge: Referring Out and Losing Opportunities Before Wealth.com, David Cadarette would refer clients to outside attorneys for estate planning, a process that was both cumbersome and created unnecessary complexity for his clients, many of whom faced analysis paralysis when it came to estate planning decisions. Despite his passion for estate planning education, referring clients […]
Recent reports suggest more than $124 trillion is set to change hands by 2048. This shift represents both an unprecedented opportunity and a significant challenge for financial advisors focused on protecting wealth transfers.
This playbook is designed to equip financial advisors to bring estate planning confidently into client conversations.
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 […]
Editor’s note: This article provides general information for financial professionals. It is not legal advice. Follow your firm’s policies and the rules in your state. Estate planning touches money, family, health, and legacy. Clients delay it because it feels complex or emotional. Advisors who frame the conversation with care help clients act, build trust, and […]
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 […]
By Jim Doppke, Esq., Robinson Stewart Montgomery & Doppke LLC Financial advisors can assist clients in planning for their financial future, and their families’ futures, in many ways, and an important component of a holistic plan for financial well-being is an estate plan. Advisors who don’t have law licenses are not permitted to practice law. […]
In this exclusive session, learn how top advisors integrate Wealth.com into their client experience to make estate planning a seamless part of their advisory process.
Upcoming Webinar Join us Virtually: Oct 28 | 11 AM PT | 2 PM ET Join us for an exclusive online event introducing Wealth.com’s new strategic relationship with WealthPlan Group. This collaboration gives WealthPlan Group advisors direct access to Wealth.com, the industry’s leading estate planning platform, purpose-built to fit naturally into how advisors work. In […]
Join hosts Thomas Kopelman and David Haughton as they explore essential end-of-year tax planning strategies for financial advisors.
The IRS has officially released its inflation-adjusted numbers for the 2026 tax year. These can have a significant impact on transfer tax and estate planning. Due to the passage of the One Big Beautiful Bill Act, the lifetime estate and gift tax exemption was previously announced in July with a new base of $15 million […]
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