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 […]
PHOENIX – June 24, 2026 – Wealth.com, the industry’s leading AI powered estate and tax planning platform, today announced that registration is now open for EstateCon 2027, its annual conference dedicated to advancing the future of estate planning, tax planning and wealth management. Taking place February 1-3, 2027, at the award-winning Omni Scottsdale Resort & […]
Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.
Estate planning is often viewed as a client service, but for Imperia Wealth Management, it became one of the firm’s most effective growth strategies.
In this session, we’ll explore how leading advisors use estate planning to differentiate their brand, create more meaningful client conversations, increase referrals, and strengthen multi-generational relationships.
The ultra high-net-worth market holds half of the $124 trillion Great Wealth Transfer, concentrated in just 2% of households. The firms that capture it won’t do it by accident.
Join the Wealth.com team for an exclusive first look at the latest innovations across estate planning, tax planning, and AI.
In this session, we’ll break down how advisors can build simple, repeatable workflows that turn tax planning into a scalable, high-impact part of the client experience.
AI is in every pitch deck advisors see. Show where AI is genuinely changing how advisors work today, where it’s still vapor, and how to evaluate AI tools without becoming a part-time engineer.
AI is in every pitch deck advisors see. Show where AI is genuinely changing how advisors work today, where it’s still vapor, and how to evaluate AI tools without becoming a part-time engineer.
In this episode, Anne Rhodes flips the script and interviews co-host Thomas Kopelman about how he actually uses Wealth.com in his financial planning practice. Thomas walks through his end-to-end process—from using Esther to review and summarize existing estate plans, to guiding clients through document completion, mobile notarization, and trust funding.
$124 trillion is moving between generations. Your clients know it. Their heirs know it. The question is whether your firm is positioned to guide that transition or watch it walk out the door.
Prince had lawyers. Howard Hughes had an empire’s worth of them. Abraham Lincoln was one. None of them left a will, and their families paid for it through years of litigation, eight-figure legal bills, and headlines nobody would want as a legacy. These stories make great trivia, but for financial advisors, they are something more […]
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