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Wealth.com Appoints Nationally Recognized Trusts and Estates Attorney Chris Nason as Head of Private Wealth

PHOENIX, AZ – March 3, 2026— Wealth.com, the industry’s leading estate and tax planning platform, today announced that nationally recognized private wealth attorney Chris Nason has joined the company as Head of Private Wealth. Nason joins Wealth.com from McDermott Will and Schulte, where he served as a Partner in the firm’s San Francisco office, advising ultra-high-net-worth families and international clients on complex estate and tax planning matters.

In this role, he will lead the continued development of Wealth.com’s private wealth strategy, embedding substantive legal and tax expertise directly into the platform’s architecture, estate and tax planning workflows, advisor education initiatives and enterprise partnerships. He will work closely with product and engineering teams to ensure the platform reflects the technical precision required for sophisticated multigenerational and tax-sensitive planning.

“We are at a pivotal moment in wealth management,” said Nason. “Advisors are navigating the largest intergenerational wealth transfer in history alongside increasing tax complexity, cross-border considerations and heightened compliance burdens. Technology supporting those conversations must be grounded in real legal substance. I’m excited to join Wealth.com because of its clear commitment to legal rigor and its ambition to build a platform that truly reflects the complexity of modern estate and tax planning.”

“Chris represents exactly the kind of leadership required for where this industry is headed,” said Rafael Loureiro, CEO and Co-Founder of Wealth.com. “As estate and tax planning become central to how leading firms differentiate, technology and AI must be grounded in the same legal rigor that governs sophisticated private wealth strategy. Chris’s expertise strengthens our ability to deliver innovation that is institutionally sound, legally precise, and trusted by the nation’s largest financial institutions.”

A graduate of Yale Law School, Nason served as an editor of the Yale Journal of International Law, was a fellow at the China Law Center and co-president of the Law and Africa Society. Prior to law school, he studied Chinese language and law at Peking University as a CSC Scholar. He has been recognized by Best Lawyers: Ones to Watch in America for Trusts and Estates (2021–2026), named “Up and Coming” by Chambers High Net Worth in Private Wealth Law (California, Northern) and selected as a Private Client Global Elite “Ones to Watch” honoree (2017–2021). Nason is admitted to practice in California, Massachusetts, New Jersey and New York.

Nason focuses his practice on sophisticated private client matters and is widely regarded for his depth in international estate planning. He serves as managing editor of International Estate Planning, a multi-volume guide to U.S. estate and income taxation of foreign nationals published annually by LexisNexis/Matthew Bender Elite and teaches Trusts and Estates Planning at Stanford Law School.

“Estate and tax planning require precision and dependability,” said Anne Rhodes, Chief Legal Officer at Wealth.com. “Technology in this category must embody substantive legal reasoning and withstand institutional scrutiny at scale. Chris has practiced at the highest levels of private wealth law, and his leadership deepens the analytical discipline and technical integrity embedded in our platform’s design.”

His appointment underscores Wealth.com’s broader commitment to building the most legally rigorous estate and tax planning platform in wealth management. As the $124 trillion Great Wealth Transfer accelerates and tax laws continue to evolve, advisors require technology grounded in institutional-grade legal expertise. By investing in substantive legal leadership at the core of its platform, Wealth.com continues to raise the standard for estate and tax planning technology.

To learn more about Wealth.com’s estate and tax planning solutions, visit wealth.com.

Wealth.com and The Compound Insights Release New Study on the Rise of “Giving While Living” and Family-Wide Legacy Planning

PHOENIX – February 25th, 2026— Wealth.com, the industry’s leading estate and tax planning platform, and The Compound Insights, the research arm of The Compound Media, Inc., an affiliate of Ritholtz Wealth Management (“Ritholtz”), a Registered Investment Advisor (RIA), today released a new study titled “Living Legacies: How ‘Giving While Living’ and Family-Wide Planning Are Rewiring Advisory Growth.” Based on a survey of more than 400 financial advisors conducted between November 26 and December 21, 2025, the report offers a detailed look at how evolving client expectations are reshaping the role of legacy and estate planning across the wealth spectrum.

Among the report’s most striking findings: advisors report that, on average, nearly half (46 percent) of clients who plan to pass assets intend to share a portion of their wealth during their lifetimes. Among clients with more than $25 million, that figure rises to 55 percent. These numbers indicate that “giving while living” is no longer a niche philosophy, but a mainstream priority among affluent families.

“Advisors are on the front lines of the $124 trillion great wealth transfer, and this research makes clear that legacy planning is no longer optional,” said Rafael Loureiro, co-founder and chief executive officer of Wealth.com. “Nearly half of clients planning to pass assets are already engaging in lifetime giving, and firms that proactively involve families report stronger growth and greater confidence in retaining the next generation.”

The findings suggest that family-wide engagement is associated with stronger reported business outcomes. Advisors who hold meetings with both partners or all account holders were more likely to report success in generating new assets and referrals. Fifty-four percent of advisors who include family members in legacy planning discussions say they are very or extremely confident in retaining the next generation as clients. Additionally, advisors whose client base includes a higher share of households committed to lifetime giving were more likely to report measurable practice growth over the past 12 months.

At the same time, the report identifies what it calls a “legacy planning demand gap.” Thirty-seven percent report hesitating because clients have not explicitly asked for it. The findings suggest that clients and advisors may each be waiting for the other to initiate the conversation.

Additionally, as advisor conviction around legacy planning is high, perceived operational complexity continues to slow adoption. Thirty-nine percent of advisors cited complex family dynamics as a barrier, while others pointed to legal coordination challenges and the time burden of managing the process. As legacy planning expands beyond ultra-high-net-worth households, the need for scalable infrastructure is becoming increasingly urgent. In fact, 34 percent of advisors said they would adopt AI/automation tools in the next 12 months, and 27 percent said they would use an attorney coordination portal. The report suggests that centralized platforms, automated workflows and coordinated document management can reduce friction, freeing advisors to focus on the high-impact conversations that build trust and continuity across generations.

“One of the more interesting findings in this report is the disconnect between client behavior and advisor initiation,” said Callie Cox, chief market strategist at Ritholtz. “Lifetime giving is becoming more common, and advisors who formalize family engagement around those decisions seemingly enjoy stronger growth outcomes and greater confidence in retaining the next generation. But at the same time, many firms are still waiting for clients to raise the topic. The opportunity appears to lie in starting these conversations earlier and building a repeatable process around them.”

For advisors exploring how to better equip families across generations, complimentary copies of the report will be available at the Wealth.com booth during Future Proof Citywide and downloadable here.

About Wealth.com

Wealth.com is the industry’s leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact.

Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to support the full spectrum of client needs—from foundational estate plans to advanced estate and tax analysis and reporting. With the introduction of Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform. Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study.

About The Compound Insights

The Compound Insights conducts research surveys through The Compound Media, Inc., an affiliate of Ritholtz Wealth Management, a Registered Investment Advisor. The Compound Insights is the Information and Research arm of The Compound Media, Incorporated.

Serving the Advisory ecosystem through the creation of surveys, other market research, and custom content, The Compound Insights delivers high-quality observations and revelations for the advisor and investing community.

This research is for general informational purposes only. The information contained herein should not be relied upon as a recommendation to buy or sell any of the securities discussed. Investing involves risk and possible loss of principal. Any past performance discussed during this program is no guarantee of future results.

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Wealth.com Launches Proprietary Tax Planning Platform, Fully Integrated within Industry Leading Estate Planning Ecosystem

PHOENIX, AZ – JANUARY 27, 2026— Wealth.com, the modern planning platform for wealth management firms, today announced the launch of Wealth.com Tax Planning, a next-generation solution that unifies tax planning, estate strategy and execution workflows within a single platform for advisors. The announcement was made during the keynote address at Wealth.com’s inaugural EstateCon, delivered to a sold-out in-person audience and more than 1,000 virtual attendees nationwide.

As advisors navigate increasingly complex client lives, including multi-state residency, concentrated equity, Qualified Small Business stock considerations, advanced trusts, evolving tax legislation and multigenerational planning needs, fragmented tools and disconnected workflows have struggled to keep pace. Wealth.com Tax Planning is designed to close this gap by connecting tax strategy, legal intent and execution inside one integrated system.

“Tax planning and estate planning are inseparable parts of a holistic financial plan, yet the industry has historically treated them as disconnected disciplines,” said Rafael Loureiro, Co-Founder and Chief Executive Officer of Wealth.com. “Advisors are being asked to do more, with greater precision and accountability. We built Wealth.com Tax Planning to move beyond calculating a tax bill and toward architecting a client’s future. It is the difference between optimizing a moment and compounding a lifetime.”

Introducing Wealth.com Tax Planning

Wealth.com Tax Planning enables advisors to model forward-looking tax strategies while understanding their downstream impact on estate outcomes, gifting capacity, charitable planning and long-term family legacy. Rather than optimizing for a single tax year, the platform connects tax decisions to multigenerational outcomes.

Key capabilities include:

Multi-state tax scenario modeling with side-by-side comparisons
Guided planning workflows through intuitive “Quick Actions”
Natural-language data capture from advisor and client inputs
Client-ready reporting with delivery through a secure client portal

“Advisors don’t think about tax planning, estate planning and execution as separate workflows. They think in terms of outcomes for real families,” said Danny Lohrfink, Co-Founder and Chief Product Officer of Wealth.com. “We built Wealth.com Tax Planning to reflect how advice is actually delivered, connecting tax decisions to legal structures and execution in one continuous system. This gives advisors confidence that what they plan is what ultimately gets implemented.”

Tax Planning is embedded directly within the Wealth.com platform, ensuring tax strategies remain continuously connected to trusts, legal documents and execution workflows, and will be available on April 2, 2026.

Second-Generation AI Built for Planning, Not Just Calculation

During the keynote, Wealth.com also unveiled major advancements to Ester®, its proprietary AI engine. Ester now analyzes federal and state tax documents alongside estate documents and trust provisions to surface risks, conflicts and future-state implications across a client’s plan.

These insights power Wealth.com’s redesigned Report Builder, enabling advisors to deliver clearer, more actionable planning narratives that connect tax decisions to estate outcomes, funding gaps and long-term legacy considerations.

Additional Platform Announcements

Wealth.com also introduced several new execution-focused capabilities designed to reduce friction and accelerate outcomes for advisors and clients:

Mobile Notary: Enables advisors or clients to engage a notary public directly within Wealth.com, supporting same-day document execution and automatic digital upload.
Nationwide Deed Preparation: Now available in all 50 states through a partnership with Dec Law, simplifying trust funding for real property. Nationwide deed preparation is offered at a flat $175 per deed, plus recording fees, with advisors and clients able to track deed status and transfers directly within the Wealth.com platform.

New Integrations Across the Wealth.com Ecosystem

To further streamline workflows and reduce manual work, Wealth.com announced several new integrations:

Goldman Sachs Custody Solutions: For trust accounts held at GSCS, advisors can open and fund accounts directly within the Wealth.com platform. By automatically extracting trust data via Wealth.com this integration streamlines account setup, reduces manual data entry and increases visibility into onboarding status of complex trust structures and estate plans.
Zocks and Jump: Sync meeting intelligence so advisor conversations, notes and action items are reflected across estate and tax planning workflows
Arch: Aggregates complex client financial data, including K-1s and alternative investment holdings, to bring richer context into Wealth.com.

Together, these integrations further position Wealth.com as a system of record for tax, estate and legacy planning.

Continued Industry Momentum

At EstateCon, Wealth.com highlighted continued growth across both enterprise and independent advisor channels, including expanded firm-wide deployments and approvals. The company also announced plans to open a New York City office in February 2026, further expanding its physical presence and commitment to serving advisors nationwide.

Wealth.com Tax Tour

To bring its next-generation tax and estate planning platform directly to advisors, Wealth.com announced the Wealth.com Tax Tour, with planned stops in 20 cities throughout 2026.

To learn more about Wealth.com and its tax and estate planning platform for advisors, visit www.wealth.com/tax.

About Wealth.com

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Wealth.com Named Exclusive Estate Planning Provider for Indivisible Partners

PHOENIX — November 6, 2025 — Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced that it has been selected by Indivisible Partners (“Indivisible”) as its exclusive estate planning technology provider. The fast-growing independent wealth management firm was founded by a team of industry veterans, including John Thiel, former head of wealth management at Merrill Lynch, and John Hogarty, former chief operating officer of Global Wealth & Investment Management for Bank of America/Merrill Lynch.

Through this collaboration, Wealth.com will serve as Indivisible’s exclusive estate planning technology provider, seamlessly integrating into the firm’s modern advisor wealth platform. Advisors will be able to generate accurate, real-time plans that evolve alongside clients’ financial lives—reducing administrative burden, increasing efficiency and supporting better client outcomes.

“We set out to build the platform elite advisors told us they need, and Wealth.com fits into that commitment,” said Thiel, co-founder and executive chairman of Indivisible Partners. “For high-net-worth families with complex estates, this level of integration materially elevates the quality of advice. It also strengthens the advisor value proposition—enabling more transparent, collaborative and intuitive planning experiences that truly put the client first.”

This announcement follows Wealth.com’s integration with Advyzon, the all-in-one wealth management platform that underpins Indivisible’s technology platform. With both integrations now live, Indivisible’s advisors gain access to a unified environment connecting portfolio management, financial planning and estate planning.

“Estate planning has long been one of the most complex and overlooked areas of wealth management,” said Tim White, co-founder and chief growth officer at Wealth.com. “Indivisible’s forward-looking approach embodies the standard for modern advisor firms—technology-enabled, client-centered, and advisor-empowering. We’re proud to be part of their mission to redefine the wealth management experience.”

With Wealth.com integrated directly into Indivisible’s advisor platform, estate planning becomes a seamless part of the client journey. Advisors can now deliver personalized, compliant plans in real time, supported by transparent data and intuitive workflows that strengthen trust and deepen client relationships over time.

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 more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.

About Indivisible Partners
Indivisible Partners is a privately held, independent advisory firm founded by experienced industry leaders to redefine what independence means for elite advisory teams. The firm combines an innovative, integrated platform with true ownership, high-touch support, and a collaborative culture—empowering advisors to deliver high-touch, comprehensive wealth advisory services to high-net-worth and ultra-high-net-worth clients. Headquartered in Clearwater, FL, Indivisible Partners operates as a federally registered investment advisor. For more information, please visit www.indivisible.com.

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Wealth.com Becomes First Estate Planning Platform to Integrate with Advyzon

PHOENIX – October 30, 2025 — Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced a new direct integration with Advyzon, the all-in-one wealth management platform trusted by more than 2,400 financial advisors nationwide. This collaboration will simplify how advisors using Advyzon incorporate estate planning into their daily workflows. Through this integration, client and portfolio data flow directly from Advyzon into Wealth.com, enabling advisors to create and maintain accurate, up-to-date estate plans without duplicating work or managing disconnected systems.

Built to streamline advisor workflows, this integration gives financial advisors a faster, more connected way to deliver truly comprehensive planning experiences. It will allow joint customers of Advyzon and Wealth.com to eliminate manual data entry, reduce errors and ensure that estate plans reflect real-time client information. For clients, this means more complete, current plans and a seamless experience that connects their investments, goals and legacy in one ecosystem. For the broader wealth management industry, it marks another step toward true interoperability—where advisors can bring together financial planning, portfolio management and estate planning in one seamless workflow.

“Advisors want tools that work together, not systems that compete for their time and attention,” said Danny Lohrfink, chief product officer at Wealth.com. “By connecting with Advyzon, we’re making best-in-class estate planning a natural extension of the work advisors already do every day. We’re committed to helping them work smarter and deliver even more value to their clients.”

Advisors who are users of Advyzon or Auria and Wealth.com platforms can utilize the tools and resources directly within their existing tech stack, for no additional cost. The integration is currently available in beta with a select group of firms, with broader availability expected later this quarter. By linking portfolio management, financial and estate planning workflows, this integration enables advisors to work more efficiently, engage clients more effectively and focus on strategic planning rather than time-consuming manual tasks.

“Our vision has always been to give advisors a single, connected experience — one platform that unites every part of their business,” said Kartik Srinivasan, president of Advyzon Institutional. “Integrating Wealth.com’s estate planning capabilities into Advyzon and Auria further advances that vision. It removes another layer of complexity for advisors and helps them deliver truly comprehensive financial guidance from one intuitive system, elevating the overall client experience.”

Advisors can see the integration in action during our live webinar on November 13 at 1:00 p.m. ET. Reserve your spot at https://www.wealth.com/resources/webinars/streamline-estate-planning-with-advyzon-and-wealth-com/.

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About Advyzon
Advyzon is a unified wealth management platform built on modern, open architecture for financial advisors, wealth management firms, broker-dealers, banks, trusts and family offices. Founded by CEO Hailin Li, Ph.D., CFA®, Advyzon integrates portfolio management, performance reporting, trading, CRM, billing, and document storage within a single source platform, as well as investment solutions through Advyzon Investment Management (AIM). With 50% of its team dedicated to engineering and product development, Advyzon focuses on continuous innovation based on user feedback and industry needs. Advyzon serves various segments of the financial services industry through specialized solutions, including Advyzon Core for RIAs, Advyzon Enterprise for larger institutions, and Auria for family offices and ultra-high-net-worth clients. For more information, visit www.Advyzon.com and www.auriaplatform.com.

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Wealth.com Named to the 2025 CB Insights’ List of the 100 Most Promising Fintech Startups

NEW YORK, October 23, 2025 – CB Insights today named Wealth.com to its eight annual Fintech 100, showcasing the 100 most promising private fintech companies in the world.

“This year’s Fintech 100 showcases a new generation of companies turning AI, automation, and digital assets into the backbone of financial infrastructure,” said Laura Kennedy, Principal Analyst at CB Insights. “This year’s winners are building the infrastructure that will share the future of financial services.”

The list features early- and mid-stage startups driving the evolution of fintech. Utilizing the CB Insights Strategy Terminal, the 100 winners were selected based on several factors, including CB Insights datasets on deal activity, industry partnerships, investor strength, hiring momentum, and private company signals such as Commercial Maturity and Mosaic Scores. CB Insights also reviewed Analyst Briefings submitted directly by startus and leveraged Scouting Reports, powered by CB Insights’ Team of Agents.

Quick facts on the 2025 Fintech 100:

The 100 winners include 20 companies across digital assets solutions, 16 in financial operations and HR, 14 payment companies, and 13 in wealth management.
60+ companies on the list deploy AI in their solutions, and AI agents in particular are moving from workflows to financial infrastructure.
$5.6B in equity funding raised over time, including more than $2B in 2025 so far (as of 10/22/2025).
60 companies from outside the United States, across 26 countries on 6 continents.
640+ business relationships since 2021, including with industry leaders like Mastercard, Visa, Worldpay, Coinbase, and Circle.

About CB Insights
CB Insights is the leader in predictive intelligence on private companies. It delivers instant insights that help you source and analyze private companies, focus on the right markets, and stay ahead of competitors. Our AI agents are powerful because they translate signals into the exact outputs your teams need to move first – defensible, sourced, and board-ready. To learn more, please visit www.cbinsights.com

Contact: [email protected]

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.

Contact: [email protected]

Wealth.com selected for Google’s Inaugural Gemini Founders Forum

PHOENIX – October 15, 2025 — Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced its selection to Google’s inaugural Gemini Founders Forum, a global program recognizing 53 AI startups from nearly 1,000 applicants. Hosted at Google’s Mountain View headquarters on November 11–12, the two-day summit brings together a select group of founders working hand-in-hand with experts from Google Cloud and Google DeepMind to accelerate innovation and shape the future of artificial intelligence.

Wealth.com’s inclusion underscores its position as an AI leader in wealth management technology, where its proprietary AI, Ester, powers intelligent workflows that help financial advisors and their clients visualize and summarize estate plans with unprecedented speed and accuracy.

The inaugural Gemini Founders Forum will bring together a diverse cohort of global startups leveraging AI to redefine industries, from healthcare to finance to climate technology. Participants will collaborate directly with Google engineers, researchers, and product leaders to tackle technical challenges, refine product strategy, and scale their impact globally.

Wealth.com’s proprietary AI, Ester, has been developed by an in-house team of experts from leading technology companies and is purpose-built for the wealth management industry. It helps advisors review estate plans in minutes, streamlines compliance workflows, and identifies opportunities for advisors to strengthen client relationships and grow assets under management.

To learn more about Wealth.com’s AI-driven platform for financial advisors, visit Wealth.com.

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
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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

MEDIA CONTACT:

StreetCred PR
[email protected]

Audrey Love
865-253-6082
[email protected]

Rob Farmer
415-377-3293
[email protected]

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