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 […]
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.
Learn what IRS updates and numbers financial advisors should be aware of when helping their clients with estate planning in 2024.
Hosts Anne Rhodes & Thomas Kopelman discuss what financial advisors need to know about revocable trusts, their benefits and common misconceptions.
2023 was a transformative year for wealth.com. We want to thank you for being an integral part to our continued success as our accomplishments happen in partnership with you and your clients. We’re even more excited about what 2024 has in store, but before we look ahead, we’re thrilled to share some of our key […]
At Wealth.com, our commitment is to provide our advisor partners and their clients with best-in-class tools to create, manage and visualize their estate plans on an ongoing basis. The foundation of our comprehensive ecosystem is a steadfast commitment to maintaining quality and rigor, and an embedded intelligence layer to simplify the estate planning process. Check […]
A fully optimized Estate Plan is certain to change. In this episode hosts Anne Rhodes & Thomas Kopelman dive into when you should be updating your estate plan.
Hosts Anne Rhodes & Thomas Kopelman walk through a list of the main common terms financial advisors should know when it comes to Estate Planning.
We proactively approach product innovation to continually deliver quality and value to our members. This update highlights features from September 2023.
Practical Planner Hosts Anne Rhodes & Thomas Kopelman are joined by Tyrone Ross Jr. to discuss the unique landscape of Estate Planning for cryptocurrency and digital assets.
Our Chief Legal Officer, Anne Rhodes, recently wrote an article for WealthManagement.com that breaks down key aspects of elective community property, such as the The Double Basis Step-Up. It also includes actionable client examples that can help advisors contextualize what this trend means for their clients. Find it here:
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