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Wealth.com
Tempe, Arizona, United States
What it is
Wealth.com describes itself as 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 lets advisors examine tax implications, estate distributions, and planning opportunities against a client's current plan. Ester AI extracts, summarizes, and visualizes estate plans and tax documents to surface client insights. Clients access the service through an advisor or wealth strategist, using a portal to view reports, upload estate documents, and connect assets and liabilities. Listed integrations include Addepar, Advyzon, Carta, Charles Schwab, Coinbase, eMoney, Goldman Sachs Custody Solutions, Orion, Redtail, Salesforce, Black Diamond, and Wealthbox; custom connections are supported through a proprietary API and SFTP. Wealth.com says data is stored in the U.S., encrypted in transit with TLS 1.2+ and at rest with AES 256-bit encryption, and not sold. The company lists a completed SOC 2 Type 2 audit. Pricing is on request under annual contracts, payable in full or quarterly.
For and against
For
- Creates multiple estate planning document types.
- Scenario Builder examines plans and tax implications.
- Ester AI summarizes estate and tax documents.
- Custom integrations use API and SFTP.
- U.S.-based live chat, phone, and email support.
Against
- No free plan is listed.
- Pricing is available on request.
- Clients access the service through an advisor or wealth strategist.
The verdict
Wealth.com brings document creation, scenario analysis, and client access into an advisor-oriented platform. Firms should request pricing and review the annual contract terms for their needs.
Who it suits
Wealth.com is intended for financial advisors and institutions, with clients using the service through an advisor or wealth strategist. It may suit firms seeking estate and tax planning tools alongside a client portal and integrations.
Plans and prices
Estate Planning
End-to-end estate-plan creation and execution · simple to ultra-high-net-worth estates · trusts, wills and beneficiary tools · attorney collaboration
Read 14 Oct 2026 · wealth.com
Estate Planning + Tax Planning
Unified estate and tax planning · multi-year, multi-state modeling · plan creation, execution and updates · AI insights
Read 14 Oct 2026 · wealth.com
Tax Planning
Multi-year, multi-state tax modeling · estate-planning integration · AI tax analysis · branded reports
Read 14 Oct 2026 · wealth.com
On the record
- Advisor compliance
- The company says advisor and client portal firewalls, embedded attorney consultations, and controlled workflows support role separation around legal functions.wealth.com · read 4 Oct 2026
- API authentication
- The API supports Basic authentication, OAuth2 user tokens and machine-to-machine bearer tokens.developer.wealth.com · read 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 · read 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 · read 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 · read 4 Oct 2026
- Custom integration
- Wealth.com advertises proprietary API and SFTP capabilities for custom firm integrations.wealth.com · read 14 Oct 2026
- Custom integrations
- Wealth.com says its proprietary API and SFTP support custom integrations for firms.wealth.com · read 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 · read 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 · read 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 · read 14 Oct 2026
- Encryption
- Data is protected in transit with TLS 1.2 or newer and at rest with AES-256 encryption.wealth.com · read 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 · read 14 Oct 2026
- Ester AI
- Ester extracts, summarizes and visualizes estate plans and converts complex documents into planning insights.wealth.com · read 14 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 · read 14 Oct 2026
- Help center
- Wealth.com introduced an in-app help center for members and advisors, alongside email, phone and chat support.wealth.com · read 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 · read 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 · read 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 · read 14 Oct 2026
