Wealth.com

Wealth.com is an AI-powered tax and estate planning platform for financial advisors, broker dealers, private banks, attorneys and trust companies. It calls itself the leading estate and tax planning software for financial advisors and says tax planning should not live in spreadsheets or once-a-year conversations. The product brings tax and estate planning together so advisors can spot opportunities sooner, model decisions and show clients how to keep more of what they have built.

The platform is organised into estate planning for every client at every net worth, forward-looking tax strategies that compound across generations, and Ester Intelligence, described as planning intelligence built on expertise, data and logic. Integrations connect client data across more than 20 trusted platforms. Separate offerings target advisors, enterprises, attorneys and trust companies, with trust companies supported by structure for fiduciary oversight and scale. Wealth.com is also named as a launch partner for Claude for Financial Advisors.

Wealth.com says the combined assets under management of the wealth managers using it exceed $15 trillion, including many of the largest private banks, wirehouses, broker dealers and registered investment advisers. It publishes a resource centre, case studies, webinars, a podcast ranked a top podcast by Kitces, and an annual estate planning conference. Pricing is not published as a plan rate on the captured pages.