Wealth.com Estate and Tax Planning

Wealth.com is a US wealthtech company with offices in Tempe, Arizona and New York. It provides an AI-powered estate and tax planning platform for financial advisors, addressing the manual effort of reviewing estate documents and modeling tax and legacy outcomes for clients.

The platform combines Ester Intelligence, an AI engine that extracts and analyzes documents, with document creation for wills and trusts, a Scenario Builder, a secure Vault and a client portal. It targets advisor firms, broker-dealers, private banks, RIAs, attorneys and trust companies, and integrates with Salesforce, Orion, Addepar, Schwab and other advisor systems.

• Ester Intelligence: AI engine that extracts, summarizes and analyzes estate documents.
• Estate planning: guided plans and visual estate maps for clients.
• Tax planning: forward-looking tax strategy modeling linked to estate outcomes.
• Document creation: wills, revocable trusts and powers of attorney.
• Scenario Builder: tests tax and estate outcomes against a client's current plan.
• Vault and portal: secure document storage and client-facing sharing.

Private banking teams at Vietnamese banks could use its workflow design as a reference for succession-planning services for family business owners. Wealth advisors with US-resident clients can use it for US estate and tax plans.

Advisors can analyze estate documents with AI and generate client-ready plans faster than manual review. Tax and estate scenarios are modeled in one workflow. Integrations with CRM, portfolio and custody systems limit re-keying. The company reports its advisory firm customers collectively serve more than $15 trillion in client assets.

Intergenerational wealth transfer is increasing demand for estate and succession planning tools, and advisors are adopting AI to handle document-heavy work. High-net-worth families in Vietnam and Southeast Asia are entering a similar succession phase, although local law differs from the US-focused product.

Raised 65 million USD Series B in April 2026; existing investors include Charles Schwab, GV and Citi Ventures. Selected by LPL Financial and by &Partners (September 2026), and a launch partner for Claude for Financial Advisors.