Secure File Storage
for Trusted Collaboration
The Vault is an organized framework for storing important documents and keeping a comprehensive library in one place. Files can be uploaded by you, your colleagues, or your clients.
Take a tour of the Vault:
Trusted Estate Planning Solution for the Industry’s Leading Firms

Security Standards You Can Trust
Wealth.com is committed to protecting your most sensitive data with industry-leading security protocols, rigorous compliance measures, and continuous risk management.
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SOC 2 Type 2 and PCI-DSS certified
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TLS 1.2+ encryption in transit; AES-256 encryption at rest
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Unique encryption key generated per document
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Role-based access with least privilege enforcement
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Mandatory multi-factor authentication (MFA)
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Defined incident response plan with regular simulations
50%
Increase in Client Communications
Advisors using Wealth.com see a 50% boost in client interactions, driving engagement, building trust, and strengthening long-term retention.
2.2X
AUM Growth in 18 Months
Clients who complete an estate plan see their assets under management more than double in just 18 months — proving that proactive planning drives real results.
50K+
Trust Documents Processed by Ester®
Ester® has analyzed over 50,000 trust documents in the last 12 months, streamlining workflows and freeing up advisor time.
40+
Hours Saved Per UHNW Estate Plan
Our estate planning technology helps firms reclaim time at scale by saving advisors up to 40 hours on every ultra-high-net-worth estate plan.
The Wealth.com Effect
Proven ROI for You and Your Clients
Advisors using Wealth.com are seeing stronger retention, deeper wallet share, and faster growth.
See Real ResultsJump to a Case Study: