Featured Resource
June Wealth.com Updates
Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.
2 min read
Resource Center
Featured Resource
Wealth.com Raises $65 Million Series B to Power AI Future of Wealth Management
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 […]
6 min read
Featured Resource
Mike Kato Finds Wealth.com Intuitive, Easy to Use, and Fully Integrated
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 […]
2 min read
Featured Resource
Wealth.com’s Proprietary AI, Ester Intelligence, Enters a New Era
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 […]
3 min read
Wealth.com Announces EstateCon 2027, the Premier Event for the Future of Estate and Tax Planning
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 & […]
3 min read
June Wealth.com Updates
Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.
2 min read
How Imperia Wealth Management Turned Estate Planning Into a Growth Engine
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.
1 min read
The Estate Planning Growth Flywheel
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.
1 min read
Estate Planning for Ultra High Net Worth Clients
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.
1 min read
Summer Launch Showcase: What’s New on Wealth.com
Join the Wealth.com team for an exclusive first look at the latest innovations across estate planning, tax planning, and AI.
1 min read
Tax Planning That Actually Works: Streamlined Workflows for Busy Advisors
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.
1 min read
Turning OBBBA into One Big Beautiful Opportunity: How Proactive Planning Can Permanently Lower Lifetime Taxes
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.
3 min read
Estate Planning 101
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.
2 min read
Wealth.com Most Common Questions: How Thomas Uses the Platform
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.
1 min read
Navigating the 2026 Integrated Tax and Estate Planning Landscape
$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.
1 min read
How Merit Financial Advisors Turned Estate Planning Into a Multigenerational Growth Strategy
Blaine Malcolm, Partner and Wealth Manager at Merit Financial Advisors, had spent years watching estate planning stall. Clients knew they needed documents, but never got them done. With Wealth.com, what once took multiple meetings and hours of conversation now happens in a single ninety-minute session. More importantly, Blaine found an unexpected growth lever: by helping […]
1 min read