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 […]
In this episode, Anne Rhodes is joined by Addie Prewitt, and Alaina Lacter unpack the complexities of estate planning in Louisiana.
In this episode, Thomas Koppelman and Rachel Hartman delve into the complexities of capital gains tax and estate tax planning.
In this episode, Thomas Koppelman and Rachel Hartman delve into the complexities of capital gains tax and estate tax planning.
Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.
Tax planning has moved from a nice-to-have conversation to a core expectation in modern advice. Clients do not experience their financial lives in separate silos. A withdrawal decision affects taxes. A Roth conversion affects future income and estate outcomes. A charitable strategy can change both current-year liability and long-term legacy planning. On Wealth.com’s live tax […]
In this webinar, we’ll show how advisors can bridge the gap between documents and real-world readiness, bringing structure, clarity, and coordination to the estate planning process without adding complexity for clients or your practice.
Getting documents notarized serves a few purposes but the most important one is that without getting notarized, they may not be considered legally valid.
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 […]
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 […]
First, the good news: Almost half of all advisory firms now offer tax planning services. The bad news: Most firms still struggle to articulate the value of those services in a way that’s compelling to clients and attractive to prospects. The problem isn’t in the services themselves. Both financial advisors and their clients see value […]
Join David DeCelle, Co-Founder and Chief Partnership Officer at WealthReach, Michael Barrasso, Co-Founder & CEO of WealthReach, and Eva Deniz, Regional Manager at Wealth.com for a walkthrough of how advisors are turning digital engagement into real client opportunities, and closing the loop with seamless estate planning.
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