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Wealth.com
What Wealth.com is
Wealth.com is an AI-powered estate and tax planning platform for financial advisors and institutions. Advisors can create revocable trusts, pour-over wills, last wills and testaments, financial powers of attorney, advance health care directives, and guardianship nominations. Scenario Builder helps advisors examine tax implications, estate distributions, and planning opportunities in relation to a client’s current plan. Ester AI extracts, summarizes, and visualizes estate plans and tax documents to provide client insights. Clients access the service through a financial advisor or wealth strategist and receive a portal for viewing reports, uploading estate documents, and connecting assets and liabilities. Listed integrations include Addepar, Advyzon, Carta, Charles Schwab, Coinbase, eMoney, Goldman Sachs Custody Solutions, Orion, Redtail, Salesforce, Black Diamond, and Wealthbox; firms can also use the proprietary API and SFTP for custom integrations. Wealth.com says it completed a SOC 2 Type 2 audit, stores data in the U.S., and does not sell user or uploaded information. It lists TLS 1.2+ encryption in transit and AES 256-bit encryption at rest. Pricing is on request under annual contracts, payable in full or quarterly.
Who it suits
Wealth.com is intended for financial advisors and institutions handling estate and tax planning. It also serves clients who access the platform through an advisor or wealth strategist.
What it does well
- Creates a broad range of estate planning documents
- Scenario Builder examines tax and distribution scenarios
- Ester AI summarizes and visualizes planning documents
- Includes client portal access for reports and document uploads
- Supports custom integrations through API and SFTP
What to know first
- No free plan is listed
- Pricing is available on request
- Plans use annual contracts
- Clients access the service through an advisor or wealth strategist
Limits
Wealth.com has no free plan. The listed plans use annual contracts with advisor seat pricing; the amount is available on request.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Estate Planning + Tax Planning | annual contract, payable in full or quarterly · Unified estate and tax planning · multi-year, multi-state modeling · plan creation, execution and updates · AI insights · client-ready reports | On request |
| Estate Planning | annual contract, payable in full or quarterly · End-to-end estate-plan creation and execution · simple to ultra-high-net-worth estates · trusts, wills and beneficiary tools · attorney collaboration · branded plans | On request |
| Tax Planning | annual contract, payable in full or quarterly · Multi-year, multi-state tax modeling · estate-planning integration · AI tax analysis · branded reports · pre-built strategies and quick actions | On request |
As wealth.com lists them, read 14 Oct 2026. The maker's own page has the final word.
Getting started
- Visit https://www.wealth.com/.
- Contact Wealth.com for pricing and an annual contract.
- Select Estate Planning, Tax Planning, or Estate Planning + Tax Planning.
- Arrange onboarding and implementation support, which are included in the listed plans.
- Have clients access the service through a financial advisor or wealth strategist.
Verdict
Wealth.com combines document creation, planning analysis, and client access tools for advisor-led estate and tax work. The annual contract structure and request-based pricing are important considerations for firms.
Questions
How much does Wealth.com cost?
Pricing is on request. The listed plans use annual contracts, payable in full or quarterly, with advisor seat pricing and volume discounts.
Is there a free plan?
No. Wealth.com is listed as a paid service without a free plan.
Which platforms does Wealth.com support?
The listed platforms are Android, iOS, web, and API.
What plans are available?
The listed plans are Estate Planning, Tax Planning, and Estate Planning + Tax Planning.
What integrations are listed?
Connections include Addepar, Advyzon, Carta, Charles Schwab, Coinbase, eMoney, Goldman Sachs Custody Solutions, Orion, Redtail, Salesforce, Black Diamond, and Wealthbox. The company also says its proprietary API and SFTP support custom integrations.
Who is Wealth.com for, and how do clients access it?
It is built for financial advisors and institutions. Clients access it through an advisor or wealth strategist and receive a portal for reports, estate documents, assets, and liabilities.
Facts from Wealth.com's own pages
- Advisor compliance
- The company says advisor and client portal firewalls, embedded attorney consultations, and controlled workflows support role separation around legal functions. · wealth.com, 4 Oct 2026
- API authentication
- The API supports Basic authentication, OAuth2 user tokens and machine-to-machine bearer tokens. · developer.wealth.com, 14 Oct 2026
- Client vault
- Client documents are stored in a secure vault and can be downloaded, printed or sent for mobile notarization. · wealth.com, 14 Oct 2026
- Company facts
- LinkedIn lists Wealth.com as a privately held Tempe, Arizona financial-services company founded in 2021 with 51–200 employees. · linkedin.com, 14 Oct 2026
- Company origin
- The company story says Rei Carvalho partnered with former Emailage CTO Rafael Loureiro to assemble Wealth.com’s founding team after Carvalho encountered fragmented estate planning while managing his own plan. · wealth.com, 4 Oct 2026
- Custom integration
- Wealth.com advertises proprietary API and SFTP capabilities for custom firm integrations. · wealth.com, 14 Oct 2026
- Custom integrations
- Wealth.com says its proprietary API and SFTP support custom integrations for firms. · wealth.com, 4 Oct 2026
- Data privacy
- The company says data is stored in the U.S. and that it does not sell user information or information uploaded to its platform. · wealth.com, 4 Oct 2026
- Data residency
- The company says customer data is stored in the United States and that it does not sell uploaded information. · wealth.com, 14 Oct 2026
- Developer extensibility
- The developer portal documents bulk SFTP exchange, an Ester Embed SDK and a Wealth MCP connection for Claude. · developer.wealth.com, 14 Oct 2026
- Encryption
- Data is protected in transit with TLS 1.2 or newer and at rest with AES-256 encryption. · wealth.com, 14 Oct 2026
- Estate documents
- The platform creates jurisdiction-optimized revocable trusts, pour-over wills, wills, financial powers of attorney, health-care directives and guardianship nominations. · wealth.com, 14 Oct 2026
- Ester AI
- Ester extracts, summarizes and visualizes estate plans and converts complex documents into planning insights. · wealth.com, 14 Oct 2026
- Founded
- A Wealth.com article states that the company was founded in 2022. · wealth.com, 4 Oct 2026
- Funding
- Wealth.com announced a $65 million Series B on April 16, 2026, with investors including Titanium Ventures, PruVen Capital, K Fund, Dynasty, Schwab and GV. · wealth.com, 14 Oct 2026
- Headquarters
- Tempe, Arizona, United States · wealth.com, 28 Sept 2026
- Help center
- Wealth.com introduced an in-app help center for members and advisors, alongside email, phone and chat support. · wealth.com, 14 Oct 2026
- Integrations
- Listed integrations include Addepar, Advyzon, Carta, Schwab, Coinbase, eMoney, Microsoft Dynamics, Orion, Redtail, Salesforce, Black Diamond, Wealthbox, Yodlee and Zocks. · wealth.com, 14 Oct 2026
- Intended users
- Wealth.com says clients access the service through a financial advisor or wealth strategist and receive a client portal to view reports, upload estate documents, and connect assets and liabilities. · wealth.com, 4 Oct 2026
- Legal name and founders
- Crunchbase identifies the legal entity as Wealth Inc. and lists founders Danny Lohrfink, Rafael Loureiro, Rei Carvalho and Tim White. · crunchbase.com, 14 Oct 2026
- Limit: advisor dependency
- Estate Tech says much of the platform’s value is lost for clients who do not work with wealth advisors. · estate.tech, 14 Oct 2026
- Limit: implementation complexity
- Estate Tech says configuring relationships among advisors and attorneys requires careful setup and training. · estate.tech, 14 Oct 2026
- Limit: opaque pricing
- Estate Tech criticizes the requirement to contact sales and says the pricing may be difficult for boutique firms to assess. · estate.tech, 14 Oct 2026
- Limit: review coverage
- Software Advice lists wealth.com with no reviews and pricing available only on request. · softwareadvice.com, 14 Oct 2026
Where Wealth.com stands on Freedom251
- Legal Forms Software#21 of 29
- Estate Planning Software#18 of 24