Resource Center

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 […]

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.