Financial advisors know that the most effective client relationships are built on trust, foresight, and the ability to guide families through the full arc of their financial lives. But while investment management and retirement planning are often top of mind, estate planning is too often left siloed, delayed, or outsourced. The reality is simple: holistic […]
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 […]
Wealth.com’s May 2024 product updates include state estate tax analysis, easily storing completed documents from clients, enhanced organization to storing clients’ estate plan information and more
Find out what assets should and should not go into a trust, including real estate, businesses and more. Also learn about petitions for small states and beneficiary designations.
Hosts Anne Rhodes and Thomas Kopelman discuss how advisors can help their clients manage and reduce fees related to estate plans.
As we step into the second quarter of 2024, the wealth.com product team is thrilled to announce some new product features and enhancements aimed at providing ongoing value to our advisor partners and their clients. Check out our April 2024 releases below. Feel free to ask any questions or share your feedback by emailing us […]
Get the main considerations — Control, Asset Protection and Tax Planning — plus examples of when this would make sense.
We proactively approach product innovation to continually deliver quality and value to our members. This update highlights features from September 2023.
Helping new clients with their estate plan can be an early win. Hosts Anne Rhodes and Thomas Koppelman share tips for helping clients create or update theirs.
We are continuously focused on developing new solutions to provide advisors and their clients with a comprehensive platform that maintains the quality and rigor expected in estate planning. That’s why we’re excited to announce that we’ve enhanced the ability for users to better customize their Joint Revocable Trust to include sub-trusts, including a Marital Trust, […]
Deciding to fund an individual or a joint trust isn’t always simple. This episode goes into what factors to consider when deciding the right type of trust.
We’re focused on providing a seamless experience for all of our advisors. That’s why we’re excited to announce our latest integration with Salesforce.
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