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.

  • SOC 2 Type 2 and PCI-DSS certified

  • TLS 1.2+ encryption in transit; AES-256 encryption at rest

  • Unique encryption key generated per document

  • Role-based access with least privilege enforcement

  • Mandatory multi-factor authentication (MFA)

  • Defined incident response plan with regular simulations

Learn More
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 Results

Jump to a Case Study:

$39M+ in New Assets with Wealth.com

Wealth.com is a Key Differentiator

See Wealth.com in Action
Book a personalized demo to explore how we can help grow your business and deepen client trust.

Schedule Your Demo