Featured Resource
July 2026 Wealth.com Updates
Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.
4 min read
Resource Center
Featured Resource
Wealth.com Raises $65 Million Series B to Power AI Future of Wealth Management
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 […]
6 min read
Featured Resource
Mike Kato Finds Wealth.com Intuitive, Easy to Use, and Fully Integrated
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 […]
2 min read
Featured Resource
Wealth.com’s Proprietary AI, Ester Intelligence, Enters a New Era
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 […]
3 min read
What’s New in Wealth.com: July 2025 Product Updates
July has been a newsworthy month, with the recent passing of The One Big Beautiful Bill Act (OBBBA), which we covered in a recent webinar. In addition to covering news updates that impact your clients, we also have some exciting product updates that you (and your clients) might appreciate too, including our upgraded Wealth Academy, […]
3 min read
How Prime Capital Unlocked 10X ROI on Estate Planning with Wealth.com
The Challenge: Managing Complex Estate Structures and Tax Strategies for Business Owners and Executives Prime Capital Financial has been helping business owners, key executives, and high-net-worth individuals navigate complex financial and estate planning challenges for over 30 years. The firm is known for offering tailored solutions for succession planning, retirement, and legacy preservation. Will O’Rourke, […]
5 min read
The Role of an Executor
Delve into the intricate world of estate planning with Cody Garrett, CFP, from Measure Twice Planners. Discover the pivotal role of an executor and the challenges they face in managing and distributing assets.
1 min read
Archer Investment Management Creates Quick Wins for Clients
Archer Investment Management adopted Wealth.com to replace an ineffective estate planning tool, enabling 35 families in 35 weeks to complete long-delayed documents.
3 min read
How 9i Capital Group Uses Wealth.com to Make Estate Planning More Accessible
The Challenge: Making Estate Planning More Accessible For years, Kevin Thompson has helped retirees navigate the complexities of financial planning. Yet many of his clients believed estate planning was either reserved for the ultra-wealthy or simply too expensive to pursue. As a result, clients often delayed critical documents, including medical directives, durable powers of attorney, […]
3 min read
When Someone Goes Missing: How to Confirm a Death Without a Last Known Address
It’s the kind of estate question that’s both oddly common and incredibly difficult to answer: What if someone disappears—and no one knows if they’ve died? A client recently faced exactly this. Her daughter, named as a beneficiary on her estranged father’s retirement account, was contacted by the financial institution holding the funds. They couldn’t locate […]
4 min read
The Why Behind Estate Planning
The inheritance tsunami is already rolling in Roughly $124 trillion is projected to move from Baby Boomers to Gen X and Millennials by 2048, an amount larger than the current U.S. GDP. Cerulli projects that Gen X and Millennial wealth will quintuple by 2030, yet a staggering 81% of heirs say they won’t keep their […]
3 min read
Advisor Matt Gottshall Finds Wealth.com is an Invaluable Tool
Transcript: I’m Matt Gottshall. I’m a financial advisor here at Balance Wealth Group, and I’ve been in the industry now for about 10 years. If you include my internships with the team. And I’ve been on this team the entire time. We have this vision of being a one stop shop for people. One of […]
3 min read
What the One Big Beautiful Bill Means for Advisors and Clients (CFP® CE Eligible)
The One Big Beautiful Bill is now law. Here is what financial advisors need to know, from tax brackets to estate strategies to planning opportunities.
2 min read
Taxes in Retirement: Planning Strategies That Protect Legacies (CFP® CE Eligible)
Join Dave Haughton J.D., and Steven Jarvis, CEO and Head CPA of Retirement Tax Services, for a tactical conversation on creating tax-smart and legacy-ready retirement plans.
2 min read
What You Need to Know About the Latest Qualified Small Business Stock Benefits
The world of Qualified Small Business Stock (QSBS) is poised for some significant improvements, thanks to a recent proposal from the Senate Finance Committee. On June 16th, the Committee released its version of the Republican reconciliation package to the House-passed H.R. 1 bill, unveiling proposed changes to Section 1202 that could expand QSBS benefits. What’s […]
2 min read
How Ester® Helps Advisory Firms Level Up and Increase Efficiency
Transcript: My name is Danny McAuliffe. I’m a financial advisor at Perigon Wealth Management. We were pretty particular in our due diligence process of, what we wanted to, what we were looking for in a partner. One of the key components was actually estate plan creation. Before Wealth.com, we would have clients who would literally […]
2 min read