Wealth.com Named Estate Planning Partner by Osaic’s National Planning Institute, Supporting 11,000 Financial Professionals

PHOENIX – September 30th, 2025 — Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced a strategic partnership with Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, supporting 11,000 affiliated financial professionals. This selection underscores Wealth.com’s role as the category leader in modern estate planning technology and reflects Osaic’s commitment to equipping advisors with the industry’s most advanced tools.

Amid rising demand for estate planning—with nearly half of high-net-worth investors seeking tax planning, trust and estate planning from their primary advisors—this collaboration brings estate planning into the center of Osaic’s advisor-client relationships, helping advisors deepen trust, deliver holistic advice and unlock new growth opportunities.

“We’re proud to partner with Osaic to bring modern estate planning to its nationwide network of financial professionals,” said Tim White, co-founder and chief growth officer at Wealth.com. “Approval across Osaic’s entire advisor base, combined with the adoption of our Family Office Suite™ by Osaic’s National Planning Institute (NPI), demonstrates both the urgency of estate planning and Wealth.com’s unmatched ability to deliver it. Together, we are reshaping how advisors integrate estate planning into wealth management, creating stronger client relationships and better outcomes for families.”

Osaic’s National Planning Institute has also exclusively licensed Wealth.com’s Family Office Suite™, designed to support ultra-high-net-worth and complex client needs. The suite enables collaborative planning across family members and professional teams, as well as advanced modeling for intergenerational wealth transfer and centralized governance to help families protect and grow their legacies.

“Estate planning is one of the most important, yet often overlooked, elements of a client’s financial life,” said Joe Gaeckle, Osaic senior vice president of high net worth and financial planning solutions. “This partnership emphasizes Osaic’s commitment to providing integrated, best-in-class solutions that help advisors serve clients more effectively and grow their practices.”

Using Wealth.com, Osaic advisors can invite clients to complete estate documents online, track their progress and maintain visibility throughout the process—all within their existing workflow. This integration not only strengthens client relationships but also introduces a new revenue opportunity for advisors.

To learn more about how Wealth.com empowers advisors with modern estate planning solutions, visit Wealth.com.

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About Wealth.com
Wealth.com is the industry’s leading estate planning platform, empowering 1,000+ wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end estate planning platform built specifically for financial institutions, Wealth.com helps drive scale and efficiency, meeting client needs across the wealth spectrum.

The company has been widely recognized for innovation and leadership, including winning Best Estate Planning Technology and Best Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, CEO Rafael Loureiro receiving the Advisor Choice Award for Technology Providers: CEO of the Year, and as the #1 estate planning platform in the 2025 Kitces Advisor Technology Survey.

About Osaic
Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting approximately 11,000 financial professionals. Osaic’s mission is to create leading wealth management solutions that enhance lives and legacies. Visit www.osaic.com to learn more. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC. and CW Advisors, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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Wealth.com Strengthens Leadership With New Advisory Board Appointments

PHOENIX — SEPTEMBER 2nd, 2025 – Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced key updates to its Advisory Board. New appointments include Barnaby Grist, former Cetera Financial Group president and veteran wealth management executive; Kate Ristau Shackleton, former LPL Financial executive vice president, head of trust and insurance; John Vaccaro, MassMutual executive and FINRA governor; and Christine Leong Connors, Co-Founder and CEO of Verita Strategic Wealth Partners and former EPIQ President and J.P. Morgan executive.

Grist is a veteran of the financial advisor industry, with executive experience at Charles Schwab and Cetera Financial Group. He has served on the boards of Sageview Advisory Group and several fintech firms, including Pontera, where he is currently a board advisor, and RIA in a Box, where he served as executive chairman. His career has centered on strategy, leadership and sales, with a strong focus on technology, platforms and investment products for financial advisors.

Ristau Shackleton, with more than 20 years in wealth and investment management, has held senior roles at LPL Financial, Wells Fargo, J.P. Morgan and Morgan Stanley. She has built deep expertise in corporate strategy, trust and insurance, and multi-generational wealth planning, with a particular focus on policy, risk management and advisor support.

Vaccaro brings three decades of leadership across MassMutual, The Hartford, Prudential and WS Griffith, where he established a proven track record in distribution, marketing and advisor enablement. He continues to play an influential role in the industry as chairman emeritus of MML Investors Services and as a governor of FINRA, offering strategic perspective on finance, operations and regulatory oversight.

Leong Connors brings complementary strengths, having advised ultra-high-net-worth families, business leaders and wealth creators over a career spanning J.P. Morgan and EPIQ Capital Group and now Verita Strategic Wealth Partners. At J.P. Morgan, she served as managing director and head of the private bank

in Northern California, where she oversaw more than $74 billion in client assets, before becoming president and partner at EPIQ, which culminated in a sale to IEQ.

“Our Advisory Board members are highly respected leaders whose deep industry expertise will be invaluable as Wealth.com continues its rapid growth,” said Rafael Loureiro, co-founder and chief executive officer at Wealth.com. “Their insights will accelerate our mission to redefine estate planning, ensuring wealth management firms, family offices and clients experience the most technologically advanced and trusted solution in the industry.”

Together, Grist, Ristau Shackleton, Vaccaro, and Leong Connors bring complementary perspectives across strategy, distribution, operations and enterprise leadership. Their collective experience will help align Wealth.com’s strategy with the evolving needs of financial advisors and institutions, while providing invaluable guidance to support the company’s continued growth and innovation.

These appointments cap a landmark year for Wealth.com. Over the past 12 months, the company completed a Series A funding round led by GV; secured a strategic investment from Charles Schwab; and entered into partnerships with eMoney Advisor, Cetera Financial Group, Commonwealth Financial Network and OneDigital. It also received recognition as a finalist in six categories at the 2025 WealthManagement.com Industry Awards. In January 2026, the company will also host its inaugural Estate Planning Conference in Scottsdale, Arizona.

To learn more about Wealth.com’s industry-leading, end-to-end estate planning platform, please visit www.wealth.com.

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About Wealth.com

Wealth.com is the industry’s leading estate planning platform, empowering 1000+ wealth management firms to modernize the delivery of estate planning guidance to their clients. Recognized as the market share leader in estate planning, Wealth.com is the only tech-led, end-to-end platform built specifically for financial institutions, driving scale and efficiency while meeting client needs across the wealth spectrum. Financial advisors ranked Wealth.com as the #1 estate planning platform in the 2024 T3/Inside Information Advisor Software Survey. In 2024, Wealth.com was honored by WealthManagement.com as the ‘Best Technology Provider’ in the Trust category, and CEO Rafael Loureiro received the Advisor Choice Award for Technology Providers: CEO of the Year.

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What We Launched at Wealth.com’s 2025 Summer Product Event

The Highlights:

Massive momentum: Cetera (12,000+ advisors), Schwab strategic investment, and Commonwealth exclusivity (2,300+ advisors).
Live today:
- Smarter documents & reports (PDF-embedded signer checklists, standardized page numbering, custom report pages).
- Ester® AI upgrades: open-ended Q&A, side‑by‑side answers from Gemini, Claude, Meta & Mistral, linked citations, follow‑ups with context, rich text editor, folder-level uploads, and more.
- Planning enhancements: Ownership Balance Sheet flexibility, EstateFlow auto-populated tax & exemption data, client creation without email.
- Security: SOC 2 Type II, PCI-DSS, AES‑256, per-document keys, and Vault upgrades (multi-file upload, “Presentation Materials” category).
- Advisor enablement: Advisor Marketing Kit and Wealth Academy (self-paced, CE-ready content coming).
Coming later this year: Atomic Components—full visual, layout, and brand-level customization of Wealth.com.
New service: Mobile Notary—$175 for one document, $300 for an entire plan, with personalized scheduling to meet your clients where they are.
Stay current: Real-time legal and tax updates (including Washington’s estate tax changes and DC’s One Big Beautiful Bill Act) flow directly into EstateFlow, Report Builder, and more.
Save the date: The Estate Planning Conference — January 26–28, 2026, Montelucia Resort, Scottsdale, AZ. Admiral William McRaven, Michael Kitces, and Larry Fitzgerald will headline the event.

A year of momentum, and we’re just getting started

At the event, Co-Founder & CGO Tim White walked through a run of milestones that underscore how quickly estate planning is moving from “nice to have” to core infrastructure for modern wealth management:

April: Partnership with Cetera brings Wealth.com access to 12,000+ advisors nationwide.
Two weeks later: Charles Schwab makes a strategic investment—pairing modern, AI-driven innovation with a legacy of fiduciary trust.
May: We booked the Montelucia Resort for our first-ever industry conference—The Estate Planning Conference—January 26–28, 2026.
June: WealthManagement.com names Wealth.com a finalist in six categories, including Estate Planning Tech, AI Innovation, and CEO of the Year.
The very next day: Commonwealth Financial Network selects Wealth.com as its exclusive estate planning solution for 2,300+ advisors.

These aren’t isolated wins—they’re a signal of where the industry is going and who’s building the rails.

What’s live now: Platform innovations & AI enhancements

Danny Lohrfink, Co-Founder & Chief Product Officer, showcased the product you can use today, not a roadmap.

Sharper document & reporting workflows

PDF-embedded signer checklists with exact page references and signature guidance.
Standardized page numbering across multi-document plans for a seamless client experience.
Report Builder, upgraded: Insert custom pages with editable text—think Goals & Objectives, Decision Makers summaries, and firm-branded takeaways.

Ester® gets (a lot) smarter

Ester®, the first AI legal assistant trained specifically on estate planning documents, just received major upgrades:

Ask open-ended questions (“Does this trust allow discretionary distributions?”).
Model transparency: See side-by-side answers from Gemini, Claude, Meta, and Mistral.
Linked citations in the Executive Summary—hover to see precisely where answers came from.
Conversational follow-ups with full context for deeper exploration.
Rich text editor to format and personalize replies before sharing.
Folder-level uploads: Drop an entire estate plan (trusts, wills, directives, etc.) and Ester® reviews it all at once.
One-click feedback helps our in-house AI team continuously improve.

Faster, cleaner planning

Ownership Balance Sheet: Rearrange columns, visually separate in- and out-of-estate assets, and set custom historical valuation dates.
EstateFlow: Auto-populates exemption and state-specific tax rates based on the client’s address.
Client creation without email: Stand up models and reviews faster—perfect for prospects or uninvited household members.

Security, elevated

Trust is non-negotiable. Wealth.com is SOC 2 Type II and PCI-DSS certified; data is encrypted in transit (TLS 1.2+) and at rest (AES-256), and every document has a unique encryption key. The Vault now supports multi-file uploads and a new “Presentation Materials” category for easy storage and sharing of client-ready deliverables.

Coming later this year: Atomic Components

Think of this as granular control over every pixel. Fonts, colors, layouts, interactions—everything can be configured to reflect your brand. Our goal isn’t to extend your brand. It’s to let our outputs become your brand. Rollout begins later this year.

Legal experience & Mobile Notary (live today)

Alaina Lacter, Senior Product Counsel, highlighted how our in-house legal team—with experience from Willkie Farr & Gallagher, McDermott Will & Emery, Commonwealth, Fox Rothschild, and more—keeps you aligned with evolving law and regulation.

Introducing Mobile Notary (now available)

Request directly from Wealth.com—we coordinate with your client to schedule the notary (and witnesses, if needed).
Clients can initiate it, too, right from their portal—advisors stay in-the-loop without the back-and-forth.
Simple, transparent pricing:
- $175 for a single document
- $295 for a full estate plan

No more delays due to logistics. Higher completion rates, faster turnarounds, and a better client experience.

Note: Some accounts may not have access to mobile notary yet.

Real-time legislative updates, built in

From Washington State’s estate tax changes to DC’s One Big Beautiful Bill Act, our legal + product teams push updates directly into EstateFlow, Report Builder, and all tax/exemption logic—so you never operate on stale numbers.

Want to go deeper on the One Big Beautiful Bill? Visit Wealth.com/OBBB for:

A CFP CE-eligible session led by in-house counsel Dave Haughton
Client-ready PDFs that clearly explain what changed and why it matters
More resources to help you turn hundreds of pages of legislation into minutes of clarity

Integrations, marketing enablement & education

David Thompson, VP of Product Strategy, walked through how we’re expanding the Wealth.com ecosystem so estate planning snaps directly into your tech stack and client journey.

Deeper, faster integrations

eMoney: Import client profiles and asset data in seconds—no manual entry.
Black Diamond: Bring in client assets and flow them throughout the platform.
More coming soon: Advyzon, Orion, and MoneyGuide Pro.

Check our integrations page for the latest lineup.

Announcing the Advisor Marketing Kit (available today)

Everything you need to launch, promote, and scale your estate planning offering:

A three-part email campaign
Customizable press release
Client presentation deck (in-person or virtual)
Office flyers & posters
Six social media graphics (multiple colorways)
Animated explainer video with your logo
Folder design template for printed materials

Wealth Academy

Wealth Academy: Our new learning hub, with self-paced courses that mirror the in-app experience—plus advisor-led sessions, CE content, and more on the way.

A follow-up email to all attendees will include the full recording and a direct link to the Advisor Marketing Kit.

See you in Scottsdale: The Estate Planning Conference (Jan 26–28, 2026)

Tim White and Danny Lohrfink closed with one more big invite:

We’ve bought out the Montelucia Resort in Scottsdale for The Estate Planning Conference—a first-of-its-kind, industry-defining event for modern advisors and firm leaders.

Keynotes & featured speakers include:

Admiral William McRaven
Michael Kitces
Larry Fitzgerald

If you’re building for the future of wealth management, this is where you need to be. Reserve your spot at Wealth.com/EstateCon.

Watch the recording. Talk to us.

Watch the 45-minute replay of the Summer Product Launch
Book a demo or reach out with feedback—everything we shipped was shaped by advisors like you

We’re just getting started. Thanks for building the future of estate planning with us.

Commonwealth Chooses Wealth.com to Deliver Estate Planning Platform Access to Network of Advisors

PHOENIX, AZ – June 3, 2025 — Wealth.com, the leading end-to-end estate planning platform, today announced it has been selected by Commonwealth Financial Network® (“Commonwealth”) as an estate planning solution for its more than 2,300 affiliated independent financial advisors. The partnership positions Wealth.com as a core component of Commonwealth’s broader effort to bring specialized planning services to advisors looking to attract and retain high-net-worth (HNW) clients through seamless, integrated estate planning as part of a comprehensive client experience.
“We continually seek innovative solutions that help our advisors get time back in their day while also becoming strategic partners for their clients, including HNW clients,” said Heather Zack, JD, director, high net worth, at Commonwealth. “Wealth.com simplifies estate planning nuances with a modern, tech-enabled approach. This partnership enables our advisors to grow, scale and deepen relationships by delivering a full spectrum of wealth management solutions to their clients.”
Wealth.com’s platform includes powerful tools such as Ester™, an AI-powered legal assistant that automates document review and generates client-ready summaries. For Commonwealth advisors, these innovations can translate into time savings, deeper planning insights and the ability to deliver more proactive, personalized estate guidance. Advisors gain the ability to seamlessly incorporate estate planning into their broader wealth management process, with the opportunity to strengthen client relationships, improve retention across generations and drive growth at scale.
By introducing Wealth.com into its suite of planning services, Commonwealth is equipping advisors with tools that simplify the estate planning process, transforming what was once a complex and static task into an accessible, ongoing part of a client’s financial life.
“We’re honored to be named Commonwealth’s estate planning partner,” said Tim White, co-founder and chief growth officer at Wealth.com. “This partnership reflects not only the strength of our platform, but also the shift taking place across the industry. Scalable, modern estate planning solutions are in demand, and Commonwealth is enabling their advisors to meet the evolving needs of their clients.”
Additional onboarding resources and training sessions will be made available to Commonwealth advisors in the coming months to support implementation and engagement. To learn more about Wealth.com’s advanced, end-to-end estate planning platform, please visit Wealth.com.

About Commonwealth Financial Network®

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, 11 Times in a Row.” Founded in 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California, and an operations hub in Blue Ash, Ohio. Learn more about how Commonwealth partners with approximately 2,345 independent financial advisors overseeing more than $344 billion* in assets nationwide by visiting www.commonwealth.com. Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2024 U.S. Financial Advisor Satisfaction Studies. Presented on July 10, 2024, for January to May of 2024, it is based on responses from 4,072 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.

* As of 12/31/2024

About Wealth.com

Wealth.com is the industry’s leading estate planning platform, empowering 1,000+ wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end estate planning platform built specifically for financial institutions, Wealth.com helps drive scale and efficiency, meeting client needs across the wealth spectrum. Financial advisors ranked Wealth.com as the #1 estate planning platform in the 2024 T3/Inside Information Advisor Software Survey. In 2024, Wealth.com was honored by WealthManagement.com as the ‘Best Technology Provider’ in the Trust category, and CEO Rafael Loureiro received the Advisor Choice Award for Technology Providers: CEO of the Year.

MEDIA CONTACT:

StreetCred PR
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Hannah Dixon
317-590-0915
[email protected]

Rob Farmer
415-377-3293
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Wealth.com Announces Inaugural Estate Planning Conference

PHOENIX–(BUSINESS WIRE)–Wealth.com, the leading digital estate planning platform for financial advisors, today announced plans for its first annual industry-wide event: The Estate Planning Conference, taking place Jan. 26-28, 2026, at the Montelucia Resort in Scottsdale, Arizona, which has been reserved in its entirety for attendees. Designed to unite financial advisors, estate planners and wealth management leaders, the conference will feature more than 15 hours of CFP® continuing education (CE)-level content, world-class speakers and a fully immersive resort experience dedicated to education, collaboration and community.

Attendees will gain access to top-tier insights from a roster of leading experts and thought leaders who are shaping the future of estate planning and finance. By establishing a dynamic platform for estate planning education, Wealth.com is setting a new standard for professional development in the wealth management space. The Estate Planning Conference will further empower advisors to integrate estate planning with confidence and help firms meet evolving client needs while deepening trust and value. It is open to all financial professionals with firms of any size and all affiliations. For those unable to attend in person, Wealth.com will share select sessions and key takeaways online, helping to ensure the educational impact reaches the broader industry.

“Estate planning deserves a place at the center of advisor education,” said Dan Bolton, head of marketing at Wealth.com. “That is why we are dedicating significant resources to make The Estate Planning Conference the premier event of its kind. Attendees can expect sessions led by global leaders, unmatched opportunities to collaborate with peers and an experience designed to inspire long after the conference ends.”

This announcement builds on a period of rapid momentum for Wealth.com, which now serves as the preferred estate planning platform for more than 1,000 wealth management firms. Over the past year, Wealth.com has attracted funding from Google Ventures, Charles Schwab, and Citi, which continues to fuel its evolving platform. In March, the company unveiled its Scenario Builder—the industry’s first all-in-one estate planning modeling tool—enabling advisors, planners and estate attorneys to evaluate the potential impacts of various strategies on a client’s estate. Together, these advancements reflect Wealth.com’s continued appeal as well as its commitment to meeting the growing demand for modern, scalable estate planning solutions across the wealth management landscape.

Registration for The Estate Planning Conference is available now at wealth.com/estatecon. To learn more about Wealth.com’s advanced, end-to-end estate planning platform, please visit Wealth.com.

About Wealth.com

Contacts

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Audrey Love
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Rob Farmer
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Schwab Announces Strategic Investment in Wealth.com to Support Estate Planning Capabilities for Investors

WESTLAKE, Texas, April 16, 2025 — The Charles Schwab Corporation today announced it has made a minority investment in Wealth.com, the #1 rated estate planning platform in wealth management that is modernizing how financial advisors help clients of all wealth levels with their estate planning needs.

Schwab’s investment will help Wealth.com continue to scale its capabilities to make it easier for financial firms and advisors to provide valuable estate planning services to individuals and families. Wealth.com’s platform equips advisors and financial professionals to offer estate planning solutions that are modern and sophisticated—yet approachable and easy for clients to navigate. Financial advisors use Wealth.com’s platform to help clients optimize their estate plans or give clients without an estate plan the ability to immediately self-create robust legal documents (e.g., wills and revocable trusts) in all 50 U.S. states and D.C. at a fraction of the cost of an estate attorney.

“We’re enhancing our wealth management offer by building out trust and estate capabilities that will help us serve our clients’ evolving needs, wherever they are on their financial journeys,” said Neesha Hathi, Managing Director, Head of Wealth and Advice Solutions. “Wealth.com is a leading provider of an intuitive and easy-to-use trust and estates process, powered by Artificial Intelligence.”

“Investors want to conduct more of their financial lives in one place, and advisors are increasingly looking for tools and platforms that enable them to scale their business and grow,” said Rick Wurster, President and CEO of the Charles Schwab Corporation. “Wealth.com is an important first step in building out a support ecosystem for our advisor clients as they respond to investors’ needs, while also providing a scalable and easy-to-use solution for our retail clients to meet more of their financial needs at Charles Schwab.”

“This is more than an investment. It’s the foundation for something much bigger,” said Wealth.com CEO Rafael Loureiro. “Together, we’re reimagining estate planning at scale — delivering modern tools that empower advisors, elevate client outcomes, and redefine what’s possible in wealth management.”

As an extension of this strategic investment, the two firms are also developing opportunities to offer access to Wealth.com’s estate planning tools to Schwab’s clients. Details and launch plans to follow.

The terms of the investment have not been disclosed.

About Charles Schwab

The Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial services, with 36.9 million active brokerage accounts, 5.5 million workplace plan participant accounts, 2.0 million banking accounts, and $10.28 trillion in client assets as of February 28, 2025. Through its operating subsidiaries, the company provides a full range of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab Co., Inc. (member SIPC, https://www.sipc.org ), and its affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent, fee-based investment advisors; and custodial,

operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its primary banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal

Housing Lender), provides banking and lending services and products. More information is available at https://www.aboutschwab.com.

Brokerage Products: Not FDIC Insured · No Bank Guarantee · May Lose Value

Wealth.com Announces Strategic Integration With eMoney to Deliver Streamlined AI-Powered Estate and Financial Planning Capabilities for Advisors

PHOENIX – Wealth.com, the leading digital estate planning platform for financial advisors, today announced a strategic integration with eMoney Advisor, a leading provider of technology solutions and services that help people talk about money. This integration will empower financial advisors on the Wealth.com platform to deliver more efficient, accurate and holistic estate and financial planning solutions to their clients. Upon launch, advisors will be able to eliminate manual data entry and ensure real-time synchronization of financial data for a more fully integrated, AI-powered wealth management experience.

“Financial advisors have long been impeded by fragmented tools and time-consuming manual processes that have historically been part of the estate and financial planning process,” said Danny Lohrfink, co-founder and chief product officer at Wealth.com. “Our integration with eMoney eliminates that friction for wealth managers and will help them to deliver more accurate and timely estate planning advice to their clients.”

With this integration, available this month, advisors can incorporate eMoney data within the Wealth.com platform to accomplish the following:

Eliminate Duplicative Data Entry: Reduce administrative burden and reclaim time by streamlining workflows across estate and financial planning platforms.
Ensure Data Consistency and Integrity: Minimize risk and error with real-time synchronization of key financial data, ensuring advisors and clients always operate from a single source of truth.
Deliver a Unified Planning Experience: From the first financial projection to the final legacy document, advisors can now guide clients through a cohesive, tech-enabled journey that builds trust and deepens engagement.

With recent market volatility, firms are increasingly turning to holistic planning as a safe haven to deliver value beyond portfolio performance. Legacy and estate planning have become essential pillars for building client trust and driving long-term retention. This strategic integration between Wealth.com and eMoney empowers firms to offer a unified estate and financial planning experience that helps advisors provide stability, clarity and enduring value in any market environment.

“We’re committed to streamlining and strengthening the financial planning process by offering powerful integrations with premier solutions that address diverse client needs,” said Luke White, group product manager at eMoney. “We’re pleased to offer this integration with Wealth.com to help our joint clients build stronger client relationships through accessible, automated and efficient estate planning.”

Wealth.com is the preferred estate planning platform for more than 800 wealth management firms, continuously increasing its capabilities to further enhance the advisor-client experience. In addition to this strategic integration, Wealth.com recently launched its Scenario Builder tool, the first all-in-one estate planning modeling tool designed to give advisors, wealth planners and estate attorneys insights into the potential impacts of various strategies on a client’s estate. With this partnership and recent innovations, Wealth.com continues to meet the increasing demand for premier estate planning services.

To learn more about Wealth.com’s advanced, end-to-end estate planning platform, please visit Wealth.com.

About wealth.com

Wealth.com is the industry’s leading estate planning platform, empowering 800+ wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end estate planning platform built specifically for financial institutions, Wealth.com helps drive scale and efficiency, meeting client needs across the wealth spectrum. Financial advisors ranked Wealth.com as the #1 estate planning platform in the 2024 T3/Inside Information Advisor Software Survey. In 2024, Wealth.com was honored by WealthManagement.com as the ‘Best Technology Provider’ in the Trust category, and CEO Rafael Loureiro received the Advisor Choice Award for Technology Providers: CEO of the Year.

About eMoney Advisor, LLC

eMoney Advisor, LLC (“eMoney”), based in Conshohocken, Pennsylvania, is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients’ financial lives. A technology envisioned and created by advisors for advisors, eMoney’s award-winning software and resources are tailored to transform the advisor’s ability to implement comprehensive financial plans and prepare their clients for a secure financial future. For more information, please visit: www.emoneyadvisor.com.

Contacts

MEDIA CONTACT:

StreetCred PR
[email protected]

Hannah Dixon
317-590-0915
[email protected]

Rob Farmer
415-377-3293
[email protected]

Wealth.com Partners With Cetera to Bring Leading Estate Planning Technology to More Than 12,000 Financial Advisors

Wealth.com, the industry’s leading end-to-end estate planning platform, today announced a strategic partnership with Cetera Financial Group* (‘Cetera’), a premier financial advisor Wealth Hub. Through this partnership, more than 12,000 financial professionals in the Cetera network will gain access to Wealth.com’s advanced estate planning technology and resources, enabling them to better meet the growing client demand for holistic financial planning.

Cetera strives to differentiate from the traditional, commoditized independent broker-dealer (IBD) model by providing financial professionals and institutions with cutting-edge solutions, comprehensive support and tailored services to help them grow and scale their practices. This partnership enhances Cetera’s comprehensive wealth management offerings by equipping advisors with a best-in-class estate planning platform that simplifies and modernizes legacy planning for their clients.

With more than $545 billion in assets under administration (AUA) and $235 billion in assets under management (AUM), Cetera continues to evolve its platform by continually adding innovative solutions to better serve its advisors and their clients. With an estimated $124 trillion in assets set to transfer across generations over the next two decades, this shift presents both significant challenges and opportunities for advisors. Cetera is committed to equipping financial professionals with the tools, expertise and resources needed to help clients preserve wealth, manage complexities and seize new planning opportunities.

“Financial advisors today are expected to provide more comprehensive guidance than ever before, and estate planning is a critical component of that responsibility,” said Tim White, co-founder and chief growth officer of Wealth.com. “Cetera recognizes that modern advisors need the right tools to help clients navigate the complexities of wealth transfer and legacy planning. We are proud to partner with Cetera to deliver an estate planning solution that not only streamlines the process but also deepens client relationships and enhances the value advisors provide.”

The Cetera partnership is the latest step in Wealth.com’s efforts to deliver estate planning solutions that meaningfully expand legacy planning conversations between advisors and their clients. Wealth.com’s modern platform helps advisors address every step of their clients’ estate planning journeys, while providing full coverage across all U.S. jurisdictions.

Wealth.com and Cetera will be hosting a webinar on May 1st at 1:00 p.m. ET to discuss how this partnership enhances estate planning for advisors. Speakers from Wealth.com and Cetera will share insights on integrating estate planning into holistic wealth management. Register for the webinar here.

Announcing Scenario Builder

Announcing Scenario Builder: Instantly Model, Compare, and Optimize Complex Estate Strategies

We’re excited to introduce Scenario Builder, the first estate plan modeling tool that instantly gives financial advisors and attorneys a clear view of the potential outcomes of different estate planning strategies. This powerful tool enables you to compare techniques side by side, equipping you with transparent, data-backed insights to help clients make informed decisions.

Scenario Builder calculates estate tax implications in real time, incorporates future financial events, and lets you adjust key assumptions over time. You can easily modify variables—such as asset growth, tax rates, and liquidity events—to model different strategies with greater precision.

You can build upon any client’s existing estate plans and explore new planning strategies, fostering proactive discussions about preserving wealth while reducing estate tax liability.

Transforming how advisors and attorneys model estate plans

There has never been a centralized way to view a client’s current estate plan, project it into the future, and layer on new strategies or key events to see how they compare—until now. Scenario Builder fills this gap by providing a centralized platform that runs complex calculations instantly and delivers real-time insights on estate planning strategies.

Scenario Builder allows you to:

Compare complex estate planning strategies: Simulate sophisticated planning techniques, by modeling scenarios, including Grantor Retained Annuity Trusts (GRATs), Charitable Lead Annuity Trusts (CLATs), Spousal Lifetime Access Trusts (SLATs), Dynasty Trusts, Irrevocable Life Insurance Trusts (ILITS), and more. Demonstrate the impact of advanced strategies individually or layer multiple techniques to see how they work together, all with personalized projections.

Calculate and visualize tax implications, wealth transfer efficiencies, and more: Automate the complexity of estate planning calculations in a single, centralized platform, eliminating the need to manually run calculations across multiple applications and then formatting them for client-facing reports.

Proactively plan for future events: Incorporate anticipated events such as asset sales, major gifts or charitable pledges—and better understand how they impact your client’s estate value and tax liability.

Instantly compare the impact of estate planning strategies: Test multiple scenarios side by side to uncover key insights and refine strategies based on real data. Adjust variables like asset growth rates, life expectancy, state residency, and estate tax exemptions to create tailored, data-driven projections.

Advisors can now analyze the impacts of these potentials more precisely and share with clients in a clear, visual way within minutes.

How Scenario Builder works

While Scenario Builder runs complex calculations in an instant, the user experience stays simple. In just four steps, you can generate clear, personalized insights for your clients:

Establish a baseline: Scenario Builder automatically pulls in key details from your client’s personal information, including financial data and estate documents, to create an accurate foundation to compare scenarios against.
Create and customize scenarios: Model multiple strategies, refine existing ones, and layer in real-world factors like asset sales, inheritances, liquidity events, or changes in state residency to see how they impact long-term outcomes.
Compare side by side: Instantly generated visuals highlight key differences, from estate tax exposure to portfolio growth, so you can assess and adjust variables to refine strategies.
Generate client-ready reports: Seamlessly export scenario comparisons into PDF or PowerPoint to make complex estate planning decisions easy to communicate.

A simpler way to model estate strategies for every client

Scenario Builder is a powerful tool for all client types—whether they have complex or relatively simple estates. For High Net Worth and Ultra High Net Worth clients who are concerned about potential estate tax liability or want better control over their distributions to beneficiaries or charities, advisors can now provide greater insight and precision into the impacts different strategies will have that align with the client’s goals.

However, even clients with simpler estates may have questions about the impact future events, like relocation to another state or a liquidity windfall, have on their estate plan. Or they may have a blended family and want to model potential strategies for best handling future distributions.

With Scenario Builder, advisors can guide clients through complex estate planning decisions with unparalleled precision, clarity, and confidence.

Scenario Builder is being rolled out in the coming weeks. To get an exclusive look at how it works, book a personalized demo today.

Reflection & Momentum: 2024 in Review and What’s Ahead for 2025

2024 was a groundbreaking year for wealth.com, revolutionizing how wealth managers and estate planning come together through innovative technology. As the Great Wealth Transfer continues, estate planning has become essential for advisors aiming to elevate client satisfaction and engage the next generation.

Our success is thanks to our growing network of wealth management and advisor partners who trust in the power of estate planning and wealth.com’s ability to deliver for them and their clients.

To our clients, partners, and the wealth management community we connected with: thank you for making 2024 unforgettable. The entire wealth.com team is dedicated to continually innovating and improving the estate planning experience, and we can’t wait to show you what we’re working on in 2025.

First, here’s a look back at our highlights and accomplishments from the past year:

2024 was a year of innovation, recognition and growth

The wealth.com team hit the ground running in 2024. We doubled down on innovation, consistently releasing product features to improve the estate planning process for advisors and having life-changing impacts for their clients.

Our hard work was rewarded with recognition from industry leaders and wealth.com was firmly established as the leading digital estate planning platform.

We also attended and spoke at events across the country, worked closely with fantastic partners within the industry, grew our Practical Planner podcast and more—culminating in a Series A led by Google Ventures and other leading tech investors.

New to Ester® Estate Extraction: Executive Summaries & Expansion to Irrevocable Trusts

Wealth.com is excited to announce major enhancements coming to Ester®, our proprietary AI legal assistant tool. These updates include a brand new Executive Summary, which is optimized to recognize the decisions made in even the most complex estate planning documents and displayed in a concise, easy-to-read summary.

Executive Summaries for estate documents

Ester®, Wealth.com’s industry leading AI legal assistant, is already solving a critical bottleneck for advisors when it comes to helping clients with their estate plans. Reviewing existing estate plan documents to pull out relevant information—which can often be upwards of 60 or 70 pages—can take hours, if not days of manual work. But with Ester, advisors are able to upload their clients’ documents and, within seconds, get a summary of all the key information.

Now, advisors can also access an Executive Summary of clients’ estate planning documents that includes a link to the exact page where information was identified. This Executive Summary automatically provides built-in talking points to facilitate the conversation with clients and review key decisions.

The Executive Summary will be available for:

NEW: Irrevocable Trusts (including GRATs, SLATs, ILITs, Dynasty Trusts, among others)
NEW: Advance Health Care Directives
NEW: Financial Powers of Attorney
Revocable Trusts
Last Will & Testaments (including Pour-Over Wills)

Redesigned Ester Visualizer Report

For Revocable Trusts and Last Will & Testament documents, the information that is pulled into the new Ester Executive Summary view is also fed instantaneously into a visualizer report. These distill the details of the extracted documents into visuals that clarify the complex details of the document. The new reports break down key people and entities identified in the client’s document, including grantors, trustees, executors and guardians, alongside how assets will be distributed and to whom, including recognizing income, principal and trust distributions.

Sample report pages:

Providing clarity on the complex for advisors and clients

Ester acts as your AI legal assistant, helping you to reduce hours of manual effort to deliver clients with clarity about their estate plans and unlock additional planning opportunities to progress forward with your client.

These new updates are currently being rolled out to new and existing Wealth.com customers over the coming weeks. To learn more about how Ester and Wealth.com can reimagine estate planning for your firm, book a personalized demo today.

Wealth.com Secures $30 Million Series A to Further Modernize Estate Planning for Advisors

We are thrilled to announce that wealth.com has successfully closed a $30 million Series A funding round, led by GV (Google Ventures). This milestone marks a pivotal moment in our journey to modernize and simplify estate planning, an industry that has long been burdened by outdated processes and complexity.

When we founded wealth.com in 2022, our mission was clear: to break down the long-standing barriers that have made estate planning a daunting and complex endeavor for so many. With an aging population and the unprecedented Great Wealth Transfer, where 84.4 trillion is set to change hands in the U.S. over the next two decades, we recognized a critical need for innovation in this space. The traditional tools and processes simply aren’t equipped to handle this massive wealth transfer efficiently, often leaving families underserved.

Empowering advisors to drive change

At wealth.com, we are leading the charge in transforming what was once an outdated and cumbersome process. Our platform equips advisors to offer estate planning solutions that are modern, inclusive, and sophisticated—yet approachable and easy for clients to navigate. In a short time, our platform has enabled advisors to bring estate planning into the 21st century, empowering them to help clients seamlessly protect and preserve their legacies. As Jamie Hopkins, Chief Wealth Officer of WSFS Bank and CEO of Bryn Mawr Capital Management, puts it:

“Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings.”

This confidence in our platform is echoed across the industry, as demonstrated by our continued growth and recognition:

Wealth.com has empowered 500+ Wealth Management firms to offer modern and comprehensive estate planning to their clients.
The Wealth.com platform has facilitated the creation of tens of thousands of estate planning documents.
The Wealth Management Industry Awards honored wealth.com in 2024 as the Best Technology Provider in the Trust category, and our CEO, Rafael Loureiro, received the Advisor Choice Award for Technology Providers: CEO of the Year.
Fast Company recognized wealth.com as one of the 2024 Best Workplaces for Innovators.
T3 Survey respondents, consisting of financial advisors, voted wealth.com as the #1 estate planning solution for 2024.

These accolades and metrics are a testament to the real impact wealth.com is making. Our recent launch of the Family Office Suite™ is just one example of how we are fulfilling our promise to innovate and lead in this space.

Looking ahead to what’s next

The participation of esteemed investors such as Citi Ventures, Outpost Ventures (an investment platform of Neuberger Berman), 53 Stations (supported by The Pritzker Organization), and Firebolt Ventures (led by renowned technology investor Gokul Rajaram) in this funding round is a powerful endorsement of our efforts. Their support underscores a shared vision for a future where estate planning is not only intuitive but also comprehensive.

Jelena Zec, Director of Venture Investing at Citi Ventures shares, “Wealth.com isn’t just digitizing estate planning—it’s revolutionizing it. Their AI-powered platform transforms a complex, time-consuming process into a streamlined, accessible service. We’re excited to back a team that’s not just imagining the future of wealth management, but building it.”

This Series A funding will enable us to accelerate the development of more advanced features, strengthening our leadership in tech-driven and AI-enhanced estate planning. We’re excited about the opportunities this capital unlocks to expand our product offerings and further solidify wealth.com as the go-to estate planning platform for advisors and wealth management firms.

We are incredibly grateful to our investors, clients, and partners who have believed in our vision and supported us throughout this journey. Their trust and confidence have been pivotal to our success. But our work is far from done. We remain deeply committed to our mission of modernizing estate planning through cutting-edge technology and will continue to find new ways to create value for advisors and users.

As our CEO, Rafael Loureiro, articulated:

“wealth.com is driven by a generational vision to transform estate planning, ensuring that the impact of our work will be felt by families for decades to come.”

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