Wealth.com
AI-driven estate & tax planning
About
Wealth.com, founded in 2020, is a wealth management platform specializing in AI-powered estate and tax planning solutions. Their SaaS platform integrates advanced AI to streamline complex financial workflows for over 50,000 financial advisors, enabling efficient and accurate planning that replaces fragmented tools and manual processes. Their business model focuses on B2B SaaS subscriptions targeting financial institutions and advisors. Wealth.com secured $30M Series A in September 2024, led by GV, followed by a $65M oversubscribed Series B round in April 2026 to accelerate AI-driven innovation in wealth management.
Products
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Wealth.com Platform
— AI-powered estate and tax planning platform for financial advisors to manage clients’ estate strategies and tax analysis in one unified system.
Customer sectors: financial advisors, broker dealers, private banks
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Ester
— AI tool that extracts, summarizes, and visualizes estate plans and tax documents to turn complex data into actionable insights.
Customer sectors: financial advisors, estate planning attorneys, wealth strategists
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Estate Planning Documents
— Create attorney-grade estate plans including wills, trusts, powers of attorney, and healthcare directives optimized for your jurisdiction.
Customer sectors: financial advisors, estate planning attorneys, trust companies
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Scenario Builder
— Tool to analyze tax impacts, estate distributions, and planning opportunities by testing different scenarios against a client’s plan.
Customer sectors: financial advisors, wealth strategists, trust companies
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Integrations
— Connect client data seamlessly across 20+ trusted platforms to deliver up-to-date estate and tax planning recommendations.
Customer sectors: financial advisors, enterprise wealth managers, technology integrators
Market research & competitive positioning
Source-backed TAM / SAM / SOM sizing, displacement analysis, and an interactive peer positioning map for Wealth.com — available to members.
