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 […]
PHOENIX, AZ – March 9, 2026— Wealth.com, the industry’s leading estate and tax planning platform, today announced an enterprise agreement with Dynasty Financial Partners (“Dynasty”) to embed Wealth.com’s AI-powered estate and tax intelligence, known as Ester™, directly within the Dynasty Desktop. In this agreement, Dynasty will deploy Wealth.com’s AI document extraction technology, through a firmwide […]
Camryn Brown shares how Wealth.com has simplified the estate planning process for both advisors and clients.
Ross Viergever of Symphony Wealth Group shares how Wealth.com transformed the way his firm delivers estate planning to clients.
PHOENIX, AZ – March 3, 2026— Wealth.com, the industry’s leading estate and tax planning platform, today announced that nationally recognized private wealth attorney Chris Nason has joined the company as Head of Private Wealth. Nason joins Wealth.com from McDermott Will and Schulte, where he served as a Partner in the firm’s San Francisco office, advising […]
One of the more complicated aspects of financial planning is its sheer scope. In order to do your best work, you need comprehensive insight into a client’s full financial picture. But too often, that insight can be lacking and work gets disconnected as you move between taxes, wealth planning, estate, and even day-to-day money issues. […]
Join Jamie Hopkins, Chief Wealth Officer at WSFS and Bryn Mawr Trust, for a CE session on how financial advisors can use visual tools to deepen engagement, improve communication, and drive better retirement outcomes.
PHOENIX – February 25th, 2026— Wealth.com, the industry’s leading estate and tax planning platform, and The Compound Insights, the research arm of The Compound Media, Inc., an affiliate of Ritholtz Wealth Management (“Ritholtz”), a Registered Investment Advisor (RIA), today released a new study titled “Living Legacies: How ‘Giving While Living’ and Family-Wide Planning Are Rewiring […]
Tax planning for next-generation clients is no longer a future concern. It is a present-day requirement for advisory firms that want to retain assets, deepen relationships, and stay relevant as wealth, control, and complexity shift to younger households. Gen X, Millennials, and young business owners approach taxes differently than prior generations. Their balance sheets are […]
Learn from Emily Rassam how to bring massive value and impact to more clients in a scalable way using Wealth.com. We’ll walk through how to design an estate planning experience that feels clear and empowering for clients, while also being efficient, repeatable, and team-friendly behind the scenes.
Download the 2026 Living Legacy Report to discover how “giving while living” and family-wide engagement drive advisory growth. Learn why legacy planning is now a mainstream expectation across all wealth levels.
Testamentary capacity and contractual capacity are critical, yet often subtle, threats to the validity of a client’s estate plan and whether their final wishes will be respected. If you work with a client who is older and where capacity to make a will or a trust may be questioned by any of their potential beneficiaries, […]
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