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Wealth.com Brings Estate and Tax Planning Into Claude for Financial Advisors

NEW YORK, NY — September 14, 2026 — Wealth.com, the leading estate and tax planning platform for wealth management firms, today announced it is a launch partner for Claude for Financial Advisors.

Estate and tax planning demand a level of precision that few advisor workflows do. Questions about what a trust provides, who holds authority under a health care directive, or what the financial impact of a tax strategy would be must be grounded in executed documents, applicable law and validated quantitative analysis. Wealth.com brings that foundation into Claude for Financial Advisors, combining Claude’s reasoning with Wealth.com’s estate and tax engines. Advisors can explore a client’s situation naturally while relying on precise, source-grounded insights and figures for the decisions that follow.

“Estate and tax planning require advisors to bring together an enormous amount of information before they can have a meaningful conversation with a client,” said Rafael Loureiro, chief executive officer and co-founder of Wealth.com. “Together with Anthropic, we’re giving advisors a more intuitive way to work with that information. By bringing Wealth.com’s planning intelligence into Claude and making additional capabilities available through our connector, advisors can move from information to insight within the AI workflows they increasingly use every day.”

One of the most immediate applications is preparing for a client or prospect meeting. An advisor can bring a prospect’s estate documents into Claude and ask questions in plain language: What happens at the first spouse’s death? When do children gain control of their inheritance? Who can make health care decisions if the client cannot? Wealth.com performs the underlying document analysis, returns citations to the specific pages each answer comes from, and can render the disposition structure as a visual flowchart inside the conversation. Advisors then review and apply their judgment on what to do next.

The same analysis surfaces provisions an advisor would want to raise before a conversation: a co-trustee requirement, a beneficiary’s authority over future trustee appointments, or a signature page that may never have been executed. Instead of reading through lengthy documents across multiple systems, advisors can understand how a plan is structured and identify what needs discussion.

The capabilities extend to a household’s broader financial picture, including what they own, how assets are titled, where wealth is concentrated and how beneficiary designations are recorded. Wealth.com preserves the context behind that information, including where relationships among accounts, trusts and individuals are established in the firm’s records and where those relationships remain unconfirmed.

Advisors can bring the same conversational experience to tax planning. They can ask for a summary of a filed return covering income, deductions, total tax, and federal and state tax rates, then explore potential planning strategies. An advisor could roll a filed return forward under the applicable year’s tax law, evaluate a Roth conversion, account for a one-time gain that is not expected to repeat, or create an initial scenario for a prospect.

“As we built Claude for Financial Advisors, we focused on bringing the best of the advisor technology ecosystem directly into advisor workflows,” said Peter Nolan, head of asset and wealth management at Anthropic. “Wealth.com has established itself as the trusted estate and tax platform for wealth management firms, making its capabilities a natural complement to what we’re building. Together, we can give advisors a more complete set of tools to support the work they do for clients every day.”

Tim White, Wealth.com co-founder and chief growth officer, and Drew Parker, financial services lead at Anthropic, will demonstrate the integration live at the Wealth.com booth at Future Proof on Tuesday, Sept. 15 at 11 a.m. PT. Firms interested in enabling the integration can visit wealth.com/claude.

&Partners Selects Wealth.com as Enterprise-Wide Estate Planning Platform

NEW YORK, NY – September 8, 2026 – Wealth.com, the industry’s leading AI-powered estate and tax planning platform, today announced that &Partners has selected Wealth.com as its enterprise-wide estate planning platform. The deployment gives more than 100 &Partners advisors access to a consistent, technology-enabled way to review existing estate documents, visualize estate plans, identify gaps and planning opportunities, create client-ready reports and guide clients through the estate planning process.

One of the industry’s fastest-growing hybrid broker-dealer and RIA platforms, &Partners has built its model around advisor ownership, flexibility and concierge-level support. The firm selected Wealth.com following a competitive evaluation, citing the platform’s breadth, intuitive advisor and client experience, clear visualizations, enterprise-grade security and scalability, and commitment to implementation and long-term adoption.

“Estate planning is already embedded in many of the decisions our advisors help clients make, from beneficiary designations and gifting to charitable planning and legacy goals,” said Matt Doran, Partner and Leader of Advanced Planning at &Partners. “We wanted a platform that could make those conversations more consistent and actionable without compromising the flexibility our advisors value. Wealth.com gives advisors the technology, visual clarity and support to bring estate planning into the ongoing advice relationship.”

Through Wealth.com, &Partners advisors can more easily understand how a client’s estate plan is structured, explain complex relationships visually and turn identified gaps or opportunities into clearer next steps. The platform also supports more connected conversations across investments, taxes, beneficiary decisions, charitable planning, gifting and legacy goals, helping advisors address a client’s financial life more holistically.

The enterprise rollout began in August and formally launches across the full &Partners advisor population today. The implementation pairs firmwide platform access with live product education, a launch webinar, recorded enablement content and continued Wealth.com support at &Partners events. Wealth.com also traveled to the firm’s Nashville headquarters to create an advisor testimonial and enablement video series focused on integrating estate planning into real client conversations.

Early engagement has included advisors using Wealth.com for their own estate plans and extending the offering to staff. The rollout is designed to make estate planning part of the advisor’s ongoing relationship with clients rather than a separate, point-in-time referral.

“&Partners has built its model around combining advisor autonomy with institutional-quality support, which makes this enterprise deployment especially meaningful,” said Tim White, Co-Founder and Chief Growth Officer at Wealth.com. “The best technology does more than check a box. It has to help advisors understand complexity, communicate it clearly and act on it with clients. We are proud to support &Partners with both the platform and the enablement needed to make that happen at scale.”

By pairing enterprise-grade technology with a deliberate adoption program, Wealth.com and &Partners aim to create a repeatable estate planning experience across a rapidly growing advisor network while preserving the flexibility that is central to the &Partners model.

To learn more, visit wealth.com and andpartners.com.

Wealth.com Named Exclusive Technology Founding Partner of FMG Suite’s Institutional Intelligence Program

PHOENIX, July 29, 2026: Wealth.com today announced a strategic partnership with FMG Suite, the leading marketing technology platform for wealth management and insurance organizations. Under the partnership, Wealth.com will serve as the Exclusive Technology Founding Partner of FMG’s Institutional Intelligence program.

FMG’s network of more than 80,000 advisors and insurance professionals, as well as the enterprises that support them, will gain access to compliance-friendly estate and tax planning content. Resources will include emails, social media posts, blog articles, downloadable resources and educational marketing assets designed to help advisors engage clients around two of the fastest-growing areas of holistic financial planning.

The partnership will also introduce Wealth.com-powered estate and tax planning website tools, digital experiences and website templates for advisors. FMG’s website team can implement these assets on an advisor’s behalf, creating a turnkey solution that helps firms educate prospects, strengthen client relationships and support business growth.

As part of the partnership, Wealth.com will also develop Estate Snapshot, a website-ready tool powered by Ester®, its proprietary artificial intelligence. Prospects will be able to securely upload estate planning documents, which Estate Snapshot will analyze to generate a concise, one-page summary. This will help advisors prepare more effectively for prospect meetings while creating a new lead generation opportunity.

“Institutional Intelligence is designed to help advisors activate specialized expertise across every marketing channel,” said Susan Theder, chief marketing officer at FMG. “Wealth.com brings exceptional estate and tax planning expertise to the platform, giving advisors ready-to-use resources they can personalize, distribute and use to deepen client relationships.”

Estate and tax planning have become increasingly central to holistic financial advice, yet many advisors still struggle to consistently create timely, compliant educational content around these complex topics.

By combining Wealth.com’s planning expertise with FMG’s leading marketing platform, the partnership gives advisors professionally developed resources they can publish immediately or customize to match their firm’s brand. This makes it easier to educate clients, strengthen relationships and create more meaningful planning conversations.

“The advisors who consistently educate clients are the ones who build deeper relationships and create more opportunities for meaningful planning conversations,” said Tim White, co-founder and chief growth officer at Wealth.com. “FMG has long been the gold standard in advisor marketing, and by combining FMG’s platform with Wealth.com’s estate and tax planning expertise, we’re giving advisors ready-to-use resources that help them educate clients, engage the next generation and differentiate their firms with far less effort.”

The partnership is available immediately at no additional cost to FMG subscribers with access to its Content Library. Wealth.com and FMG will also demonstrate the new capabilities during LPL Focus, taking place Aug. 9–11, 2026.

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About Wealth.com

Wealth.com is the industry’s leading AI-powered 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 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 FMG

FMG is the leading marketing and growth platform for financial advisors, insurance professionals and enterprises, empowering them to scale compliant, client-centered marketing that drives organic growth.

Trusted by more than 80,000 financial professionals reaching over 45 million U.S. investors, FMG is consistently ranked number one in market share and customer satisfaction in the T3 Software Survey Report and has been recognized by WealthManagement.com as Best Marketing Automation Platform.

An independent study found that enterprises using FMG achieved Net Promoter Scores nearly four times the industry average, along with improvements in lead conversion, client retention and time saved on marketing tasks. FMG is defining the future of organic growth for financial services firms. For more information, visit fmgsuite.com.

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Wealth.com Announces EstateCon 2027, the Premier Event for the Future of Estate and Tax Planning

PHOENIX – June 24, 2026 – Wealth.com, the industry’s leading AI powered estate and tax planning platform, today announced that registration is now open for EstateCon 2027, its annual conference dedicated to advancing the future of estate planning, tax planning and wealth management.

Taking place February 1-3, 2027, at the award-winning Omni Scottsdale Resort & Spa at Montelucia in Scottsdale, Arizona, the second annual EstateCon will bring together advisors, tax professionals, technology leaders and industry innovators for three days of education, collaboration and thought leadership focused on the next generation of planning.

Building on the success of its inaugural event in 2026, which sold out in-person and attracted more than 1,500 virtual attendees from all 50 states, EstateCon has quickly established itself among the industry’s premier gatherings dedicated to advanced planning. The 2026 conference attracted senior leaders from across the financial services ecosystem, including executives from each of the nation’s five largest banks, its three largest broker-dealers and many of the industry’s leading custodians and technology providers. Following the event’s success, Kitces.com named EstateCon to its list of the best financial advisor conferences to attend in 2026.

“Estate and tax planning are no longer niche services – they have become essential components of the modern advisory relationship,” said Tim White, co-founder and chief growth officer of Wealth.com. “Our first conference brought together the leadership of the largest institutions in finance. Planning that once sat at the edge of the advisory relationship now sits at its center, and it’s becoming a primary way modern firms win and keep clients.

As wealth management firms prepare for the largest intergenerational wealth transfer in history, navigate rapid advancements in AI and respond to increasingly complex client needs, EstateCon provides a dedicated forum for exploring the strategies, technologies and ideas shaping the future of advice. Attendees will gain practical insights from leading experts across wealth management, estate planning, tax planning and technology while connecting with peers and industry leaders who are redefining how planning is delivered. The conference will feature:

More than 15 hours of CFP® continuing education credits
Educational sessions focused on estate planning, tax planning, AI and advanced planning strategies
com’s annual Product Keynote showcasing the latest innovations shaping the future of planning
Networking opportunities with leading wealth management firms, technology providers and industry partners
In-person and virtual attendance options

EstateCon is designed to help advisors translate complex planning concepts into meaningful client outcomes. Sessions will explore how forward-thinking firms are leveraging estate and tax planning to deepen client relationships, improve retention, strengthen multigenerational engagement and deliver more comprehensive advice. The event is expected to attract attendees from across the wealth management ecosystem, including registered investment advisors, broker-dealers, banks, trust companies, family offices and financial technology firms.

Registration for EstateCon 2027 is now open. To learn more and register, visit Wealth.com/EstateCon.

Wealth.com and AcquireUp Partner to Turn Estate Planning Seminars Into a Scalable Growth Engine for Advisors

PHOENIX, Ariz., and TROY, Mich. — May 20, 2026 — Wealth.com, the industry’s leading estate and tax planning platform, today announced a strategic partnership with AcquireUp, a technology-first seminar marketing company for financial professionals. The partnership is designed to help financial advisory firms grow through estate planning-led seminars that drive stronger engagement, higher conversion and more durable client relationships. As part of the engagement, advisors who leverage AcquireUp’s Estate Planning seminar campaign package will receive access to Wealth.com, enabling immediate implementation. Together, Wealth.com and AcquireUp will provide advisors with dedicated seminar content, presentation materials, marketing enablement and acquisition strategy, offering a more integrated approach to turning seminar events into client relationships.

Seminars remain one of the most effective ways for advisors to build trust with qualified prospects and achieve reliable organic growth at scale. This is supported by AcquireUp’s 2026 Industry Index, which finds educational and meal-based seminars account for 25% of benchmark production. Estate planning has emerged as a leading entry point for these conversations, offering a subject that is both broadly relevant and personally meaningful across the net worth spectrum.

As $124 trillion is expected to transfer between generations in the coming decades, advisors are also placing greater emphasis on engaging the next generation of clients earlier. Estate planning provides a natural way to initiate those relationships, creating continuity across generations and expanding the scope of the advisor-client relationship over time. This partnership reflects that shift, aligning client acquisition with planning and delivery in a single, coordinated approach.

“Advisors are looking for more effective ways to differentiate and create meaningful client conversations, but too often those conversations don’t translate into action,” said Tim White, Co-Founder and Chief Growth Officer at Wealth.com. “Estate planning is one of the few areas of planning that resonates with nearly every client and naturally leads to deeper client relationships. This partnership gives advisors a proven framework to not only lead with estate planning, but to deliver on it consistently and turn that engagement into long-term client relationships.”

AcquireUp brings significant scale and experience to the partnership, having worked with more than 9,500 financial professionals, facilitated more than 160,000 seminars and engaged over 3.7 million prospects. Based on AcquireUp’s proprietary seminar data, advisors who lead estate planning seminars and leverage Wealth.com’s platform see a $21,000 revenue advantage per campaign, a new revenue stream through estate documents, and a 33% increase in advisory clients.

“We’ve seen firsthand that the right seminar content drives real results,” said Greg Bogich, Chief Executive Officer at AcquireUp. “This partnership equips advisors with content that performs and a proven approach to lead with estate planning and engage the next generation of clients in a more structured and effective way. Ultimately driving strong return on investment and reliable organic growth.”

To learn more, Wealth.com and AcquireUp hosted a webinar on June 3, 2026 to demonstrate how advisors can implement estate planning-led seminars and integrate planning into their growth strategy. Watch the replay 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 AcquireUp

AcquireUp is a data-driven seminar marketing services company dedicated to helping growth-minded financial professionals attract, connect with and engage high-quality leads. Based in both Troy, Mich. and Tampa, Fla., AcquireUp’s core services include lead-generating seminars and client engagement solutions, all supported by a comprehensive technology platform that provides audience transparency and streamlines campaign management. Backed by deep experience, AcquireUp offers proven seminars on topics such as Estate Planning, Social Security, Taxes in Retirement, College Planning and Medicare. By removing the stress of marketing, AcquireUp enables over 2,800 advisors annually to focus on what they do best – building meaningful client relationships. For more information, visit acquireup.com.

Wealth.com Raises $65 Million Series B to Power AI Future of Wealth Management

PHOENIX – April 16, 2026 — Wealth.com, the AI-powered platform modernizing how wealth management firms deliver estate and tax planning, today announced it has raised $65 million in an oversubscribed Series B round. New investors included Titanium Ventures, Pruven Capital, The K Fund and Dynasty Financial Partners, with participation from existing investors including Charles Schwab (“Schwab”), GV (Google Ventures), Citi Ventures, 53 Stations, Anthos Capital and Alumni Ventures. The round builds on strong prior institutional support, with GV leading Wealth.com’s Series A in September 2024 and Charles Schwab making a minority strategic investment in April 2025.

Wealth.com has built the most advanced central intelligence layer for modern wealth management, unifying estate and tax planning within a single platform designed for financial advisors and their clients. Over the past year, the company has seen 664% year-over-year growth in AI-powered workflows as firms increasingly replace fragmented, manual planning processes with structured data and intelligent automation.

Wealth.com has also expanded rapidly across enterprise, registered investment advisory (RIA) and institutional channels. In 2025, the company secured approvals from the three largest broker-dealers in the United States, unlocking access to over 50,000 financial advisors. This momentum builds on breakout performance, with the company achieving at least 3x revenue growth in each of the past four years, driven by accelerating enterprise adoption, agreements with three of the top five banks in the country, and increasing demand for integrated estate and tax planning. Wealth.com now supports advisory firms that collectively service more than $15 trillion in client assets.

“Wealth management technology is being rebuilt in real time,” said Rafael Loureiro, chief executive officer and co-founder of Wealth.com. “The old model, characterized by fragmented tools, manual analysis and inconsistent advice, cannot keep up with what advisors and clients now expect. The next generation of firms will be defined by their ability to scale expertise with technological precision and trust. Wealth.com is building that platform, and over the past year alone, has been deployed by the nation’s largest RIA, the largest broker-dealer and the largest custodian.”

At the core of the platform is Ester Intelligence, Wealth.com’s proprietary AI engine trained on estate planning, tax planning and advanced wealth scenarios and reporting. Embedded directly within the Wealth.com platform, Ester powers advisor workflows end-to-end, while also enabling firms to integrate its capabilities into their own AI infrastructure. Unlike generic language models, Ester Intelligence is purpose-built for financial planning and designed to deliver deterministic, auditable outputs in high-stakes advisory environments. In 2025, Ester Intelligence processed over 100,000 estate documents and performed more than 1,000 deterministic calculations per estate distribution, enabling advisors to deliver sophisticated planning with greater speed, consistency and scale.

“We believe AI will fundamentally reshape how advice is delivered across wealth management,” said Travis Skelly, partner at Pruven Capital. “Wealth.com is the purpose-built platform for that future, combining structured data, domain-specific intelligence, and enterprise-grade security into a single system. Their rapid growth and unprecedented industry adoption are signals of a much larger shift, and we’re excited to partner with them in leading what AI-powered wealth management will look like for the years to come.”

Estate planning serves as Wealth.com’s foundation within the broader wealth management ecosystem. Because estate planning requires a comprehensive understanding of assets, entities, family structures and tax considerations, it creates a uniquely rich data layer that powers downstream planning workflows. Building on this foundation, Wealth.com earlier this year announced the expansion of its platform to include tax planning, extending its ability to support more holistic planning across the advisor-client relationship and laying the groundwork for the next phase of the company.

“We’ve long believed that artificial intelligence will supercharge the way we serve our clients, not only augmenting the power of our people, but also enabling access to highly personalized wealth management experiences,” said Neesha Hathi, managing director, head of Wealth and Advice Solutions at Schwab. “As the demand for wealth management grows, Wealth.com has created an intelligent, integrated platform that is helping to enhance and extend the specialized expertise investors are seeking — and doing so in a more scalable, intuitive and personalized way.”

Today, Wealth.com is trusted by thousands of RIA firms and works with leading global banks and custodians. In 2025, the company was named the category leader in estate planning market share in the Kitces AdvisorTech Survey, included in the CB Insights Fintech 100 and recognized in the Top Estate Planning Technology and Top Estate Planning Implementation categories at the WealthManagement.com Industry Awards. In addition, the firm received the ThinkAdvisor Luminary Award for Financial Planning Disruption. In the 2026 T3/Inside Information Software Report, Wealth.com again led the category in market share among purpose-built estate planning providers – nearly doubling its share year over year – and was named a Software All-Star for user satisfaction.

Proceeds from the Series B will be used to accelerate AI and product development, support strategic acquisitions, expand enterprise and institutional distribution, broaden the company’s national footprint – including the opening of its New York City office in May – and drive continued growth.

To learn more, visit Wealth.com.

About Wealth.com

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Wealth.com’s Proprietary AI, Ester Intelligence, Enters a New Era

PHOENIX – APRIL 14, 2026 – Wealth.com, the industry’s leading estate and tax planning platform, today announced that its proprietary AI platform, Ester Intelligence, is entering a new era, expanding from document and planning intelligence into a fully integrated intelligence layer for modern wealth management.

Ester Intelligence initially transformed how advisors interact with estate documents – extracting, structuring and summarizing complex legal information. Today, it extends far beyond that foundation, synthesizing estate documents, tax returns, balance sheets and planning logic into a unified intelligence system. Rather than delivering analysis alone, Ester Intelligence provides clear, actionable answers. Advisors can ask complex questions across a client’s financial life and receive precise, fully contextualized insights in seconds – enabling them to move from information to action with confidence.

“Ester Intelligence reflects where wealth management is going,” said Danny Lohrfink, co-founder and chief product officer at Wealth.com. “It’s designed as a system of specialized agents, starting with estate planning and tax planning, and expanding over time, that work together to understand the full client picture. By combining deterministic calculations with real planning expertise, we are equipping advisors to move beyond fragmented analysis toward a more continuous, connected approach to planning.”

With this release, Wealth.com is expanding how Ester Intelligence is delivered. In addition to its native experience within the platform, firms can now integrate Ester directly into their broader technology ecosystem – bringing estate and tax intelligence into the workflows advisors already rely on. This approach allows advisors to access advanced insights without changing systems or retraining, positioning Ester as part of the infrastructure supporting modern wealth management.

The Estate Planning and Tax Planning Agents are purpose-built to handle complex, domain-specific workflows. Together, they leverage proprietary data, attorney- and CPA-annotated documents, and deterministic calculation engines to deliver outputs and recommended actions that are consistent, explainable and aligned with fiduciary standards. Additional agents will be introduced this year to expand capabilities across the planning lifecycle.

Source: Notion, “The AI Transformation Model”

This progression reflects a broader shift in how AI supports advisors – from insight to execution. Ester Intelligence has evolved through distinct stages: first as a thought partner, helping advisors interpret estate documents; then as an assistant, capable of running complex tax and estate analyses. With this release, it reaches Level 3 – operating as a teammate that can conduct research, perform analysis and generate client-ready deliverables within a single workflow.

Looking ahead, the platform is designed to reach Level 4, moving toward autonomous execution. For example, if a client submits tax documents overnight, Ester Intelligence can ingest the files, analyze the data, identify planning opportunities and generate a proposal for advisor review – before the advisor logs on the next morning.

Unlike general-purpose AI tools, Ester Intelligence is purpose-built for estate and tax planning, where precision, governance and auditability are critical. Its deterministic approach ensures outputs are grounded in real law and structured logic, enabling advisors to deliver recommendations with confidence while meeting enterprise standards.

Ester Intelligence is included as a core part of the Wealth.com platform. The Estate Planning Agent is available to all customers, and the Tax Planning Agent is included at no additional cost for firms using Wealth.com Tax Planning, ensuring that every advisor has access to advanced planning intelligence without additional cost or complexity.

As firms continue to invest in AI, Ester Intelligence represents a shift from standalone tools to embedded intelligence – supporting more informed decision-making across the client lifecycle.

To learn more, visit wealth.com/ester-intelligence.

Dynasty Financial Partners Launches Partnership with Wealth.com’s Ester AI as a Service to Power Estate and Tax Planning

PHOENIX, AZ – March 9, 2026— Wealth.com, the industry’s leading estate and tax planning platform, today announced an enterprise agreement with Dynasty Financial Partners (“Dynasty”) to embed Wealth.com’s AI-powered estate and tax intelligence, known as Ester™, directly within the Dynasty Desktop.

In this agreement, Dynasty will deploy Wealth.com’s AI document extraction technology, through a firmwide rollout of Ester™ AI as a Service. The integration will introduce a new Estate & Tax Agent within Dynasty’s AI Virtual Assistant, enabling advisors to move beyond static estate documents toward continuously monitored estate intelligence. Traditional estate plans are executed at a single point in time, yet client lives and financial circumstances evolve constantly. Marriages, divorces, business exits, new accounts, and shifting financial priorities can quickly create gaps between a client’s estate plan and their current reality.

Through the Wealth.com integration, Dynasty’s AI platform will evaluate estate plans against client activity across financial accounts, documents, meeting notes, emails, and CRM updates. When meaningful life events or structural changes occur, the system surfaces insights to advisors, helping them identify when an estate plan should be reviewed before issues emerge.

The rollout will bring this capability to Dynasty’s national network of independent partner firms, representing more than 600 advisors and over $125 billion in assets. Advisors will gain access to AI-powered estate and tax summaries directly within Dynasty Desktop, allowing them to quickly interpret complex legal documents and proactively engage clients in conversations about legacy planning, tax strategy, and long-term wealth transfer.

“This partnership reflects our continued commitment to equipping independent advisors with institutional-grade capabilities to service the most complex and detailed needs of their UHNW clients,” said Shirl Penney, Founder and Chief Executive Officer of Dynasty. “We are giving every advisor in our network a stronger foundation for comprehensive planning. For our advisors serving complex families, expanded access to Wealth.com’s platform ensures they can deliver deeper, scenario-based guidance at scale.”

The Wealth.com integration represents the first external partnership contributing a dedicated agent to Dynasty’s AI suite. Developed through Dynasty Labs, the firm’s innovation arm launched in 2025, Dynasty has built an industry leading virtual assistant with specialized AI agents spanning CRM intelligence, financial data, cash flows, document retrieval, billing, TAMP oversight, financial planning, research, client communications and public search.

Within that ecosystem, Wealth.com’s Ester™ technology becomes the intelligence layer powering estate and tax analysis. Ester automatically reads and extracts key information from complex estate and tax documents, transforming them into structured insights that advisors can use to understand estate structures, identify potential issues, and guide more informed planning conversations.

Dynasty will also make Wealth.com’s full planning platform available to advisors serving high-net-worth and ultra-high-net-worth families who require advanced estate and tax strategies. This creates a progression from AI-powered estate intelligence to full planning execution, including scenario modeling, estate document creation, and advanced visual reporting.

“At a time when advisors are expected to deliver increasingly sophisticated guidance, estate and tax intelligence cannot live in silos,” said Tim White, Co-Founder and Chief Growth Officer at Wealth.com. “Dynasty is taking a leadership position by embedding AI-powered document insight across its network while enabling advanced modeling and execution for complex needs. This is about operationalizing planning in a way that strengthens relationships and supports long-term growth.”

The announcement follows Wealth.com’s recent launch of its integrated tax planning platform, which connects forward-looking tax modeling with estate strategy, legal document creation, and trust funding workflows within a single system. The Dynasty integration extends this model by bringing estate and tax intelligence directly into the advisor’s operating environment, signaling a broader shift toward embedding advanced planning capabilities within the infrastructure of independent wealth management platforms.

Wealth.com’s solutions are already being adopted by large advisory teams within the Dynasty ecosystem. OpenArc, recently launched on the Dynasty platform with Charles Schwab as custodian, will be leveraging Ester™ AI as a Service and implementing Wealth.com licensing across the organization. Serving primarily HNW and UHNW clients, OpenArc will utilize Wealth.com’s tax and estate planning capabilities to deliver coordinated, holistic planning at scale across its client base.

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

About Wealth.com

About Dynasty

Dynasty Financial Partners is a premier provider of integrated technology-enabled wealth management solutions and business services for financial advisory firms, primarily serving high net worth and ultra-high net worth clients in the independent wealth management space. Dynasty offers a comprehensive platform of software and technology tools, business services, and holistic investment management capabilities through an open-architecture platform, delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools, and services provide advisory firms with the supported independence to launch their business, scale their operations, and grow their firms—both organically and inorganically—while allowing them to focus on and better serve their clients.

For more than 15 years, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and their advisors, contributing to the movement of assets from traditional brokerage channels to independent wealth management channels. As Dynasty continues to establish itself as an industry leader, it has developed competitive strengths, including a deep understanding of and strong relationships with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, and an entrepreneurial culture led by an experienced and committed management team. Dynasty is committed to growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing clients’ use of its broader capabilities, launching additional solutions, and facilitating complementary acquisitions. Dynasty believes the independent movement, the separation of where advice is given from where products are manufactured and sold, is still in the very early innings. Dynasty sits at the intersection of the new Triangulation of Wealth model helping to connect independent advice with safe and strong custody solutions that when matched with best-in-class product execution represents the future of the wealth management that was once just reserved for family office levels of wealth. Dynasty’s award winning technology and desktop operating system allows Dynasty’s business owner RIA clients to service their clients, manage their business, and oversee their investments all in one seamless location that frees them up to spend more time with clients and grow their business.

For more information, please visit www.dynastyfinancialpartners.com.

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Disclosure: Dynasty’s wholly owned subsidiary Dynasty Securities LLC (“Dynasty Securities”) is a U.S. registered broker-dealer and member FINRA/SIPC. All security related transactions are through Dynasty Securities. Dynasty securities does not hold customer securities or customer funds.

Wealth.com and Dynasty Financial Partners do not provide legal advice. Content, outputs, summaries, and insights generated through Ester™ or any related tools are for informational and educational purposes only and are not a substitute for advice from a qualified attorney. Use of these tools does not create an attorney‑client relationship. Clients should consult their own legal counsel for advice regarding their specific circumstances. Additionally, any tax-related information, modeling, or insights provided through Ester™ or the Wealth.com platform are for general informational purposes only and are not intended or written to be used, and cannot be used, for the purpose of avoiding tax penalties or for reliance in filing a tax return. Clients should consult their own tax advisor regarding their individual situation.

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

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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