Company News Archives

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

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.

MEDIA CONTACT:

StreetCred PR
[email protected]

Audrey Love
865-253-6082
[email protected]

Rob Farmer
415-377-3293
[email protected]

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.

Also visit Dynasty on social media:

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.

MEDIA CONTACT:

StreetCred PR
[email protected]

Audrey Clay

865-253-6082

[email protected]

Rob Farmer
415-377-3293
[email protected]

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

MEDIA CONTACT:

StreetCred PR
[email protected]

Hannah Dixon
317-590-0915
[email protected]

Rob Farmer
415-377-3293
[email protected]

Add link to landing page once available.

Add hyperlink.

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.

###

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.

MEDIA CONTACT:

StreetCred PR
[email protected]

Megan Szuchman
203-814-4791
[email protected]

Rob Farmer
415-377-3293
[email protected]

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/.

###

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.

MEDIA CONTACT:

StreetCred PR
[email protected]

Megan Szuchman
203-814-4791
[email protected]

Rob Farmer
415-377-3293
[email protected]

For Advyzon: Impact Communications, Inc.

Jonny Swift
913-649-5009
[email protected]

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.

###

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.

MEDIA CONTACT:

StreetCred PR
[email protected]

Audrey Love
865-253-6082
[email protected]

Rob Farmer
415-377-3293
[email protected]

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.

###

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.

MEDIA CONTACT:

StreetCred PR
[email protected]

Audrey Love
865-253-6082
[email protected]

Rob Farmer
415-377-3293
[email protected]

1 2 3 Next »