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 […]
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.
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 […]
Thomas Kopelman is joined by Lisa Weigel, Senior Counsel and Strategic Growth Director at Wealth.com, to explore the essential estate planning steps new parents need to take.
PHOENIX, Ariz., and TROY, Mich. — May 20, 2026 — Wealth.com, the industry’s leading estate and tax planning platform, today announced a strategic partnership with AcquireUp, a technology-first seminar marketing company for financial professionals. The partnership is designed to help financial advisory firms grow through estate planning-led seminars that drive stronger engagement, higher conversion and more durable […]
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