Wealth

Wealth.com is a technology-driven estate planning platform tailored for financial advisors and wealth management firms. Founded in 2021 by a team with extensive experience in trust and estate law, personal financial management, and data security, the company aims to modernize estate planning processes. Its leadership includes professionals from notable institutions such as Goldman Sachs, SoFi, and Google. The platform offers a comprehensive estate planning solution that features tools for document creation, estate visualization, and AI-driven insights. Wealth.com serves over 500 wealth management firms, helping them enhance their estate planning services. In 2024, the company secured $30 million in Series A funding led by GV (Google Ventures) and received multiple accolades, including recognition as the top estate planning platform in the T3/Inside Information Advisor Software Survey and the ‘Best Technology Provider’ in the Trust category by WealthManagement.com.