Company News Archives

Wealth.com Named Exclusive Estate Planning Provider for Indivisible Partners

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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For Advyzon: Impact Communications, Inc.

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

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

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

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

Quick facts on the 2025 Fintech 100:

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

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

Contact: [email protected]

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

Contact: [email protected]

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Wealth.com Strengthens Leadership With New Advisory Board Appointments

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

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

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

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

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

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

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

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

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

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

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About Wealth.com

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

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

The Highlights:

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

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

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

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

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

What’s live now: Platform innovations & AI enhancements

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

Sharper document & reporting workflows

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

Ester® gets (a lot) smarter

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

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

Faster, cleaner planning

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

Security, elevated

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

Coming later this year: Atomic Components

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

Legal experience & Mobile Notary (live today)

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

Introducing Mobile Notary (now available)

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

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

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

Real-time legislative updates, built in

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

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

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

Integrations, marketing enablement & education

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

Deeper, faster integrations

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

Check our integrations page for the latest lineup.

Announcing the Advisor Marketing Kit (available today)

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

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

Wealth Academy

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

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

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

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

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

Keynotes & featured speakers include:

Admiral William McRaven
Michael Kitces
Larry Fitzgerald

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

Watch the recording. Talk to us.

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

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

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

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

About Commonwealth Financial Network®

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

* As of 12/31/2024

About Wealth.com

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

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Wealth.com Announces Inaugural Estate Planning Conference

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

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

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

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

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

About Wealth.com

Contacts

MEDIA CONTACT:

StreetCred PR
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Audrey Love
865-253-6082
[email protected]

Rob Farmer
415-377-3293
[email protected]

Schwab Announces Strategic Investment in Wealth.com to Support Estate Planning Capabilities for Investors

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

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

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

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

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

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

The terms of the investment have not been disclosed.

About Charles Schwab

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

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

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

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

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

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

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

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

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

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

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

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

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

About wealth.com

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

About eMoney Advisor, LLC

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

Contacts

MEDIA CONTACT:

StreetCred PR
[email protected]

Hannah Dixon
317-590-0915
[email protected]

Rob Farmer
415-377-3293
[email protected]

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

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

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

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

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

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

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

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