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SPECIFICTION
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Wealth.com

wealth.com

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Spec score 7.7 #12 of 24 in Estate Planning Software

What it is

Wealth.com is an AI-powered estate and tax planning platform for financial advisors and institutions, with tools to create estate documents and assess client plans. 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 them 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 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; firms can also use the proprietary API and SFTP for custom connections. The company 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. It reports a completed SOC 2 Type 2 audit. Pricing is on request, with annual contracts payable in full or quarterly.

Spec sheet

What it does
Wealth.com provides financial advisors and wealth-management firms with an AI-powered platform combining estate planning, tax intelligence and client financial data.Read 14 Oct 2026 · wealth.com
Product
Wealth.com describes itself as an AI-powered estate and tax planning platform built for financial advisors and institutions.Read 4 Oct 2026 · wealth.com
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.Read 4 Oct 2026 · wealth.com
Integrations
Listed integrations include Addepar, Advyzon, Carta, Schwab, Coinbase, eMoney, Microsoft Dynamics, Orion, Redtail, Salesforce, Black Diamond, Wealthbox, Yodlee and Zocks.Read 14 Oct 2026 · wealth.com
Security
Wealth.com says it has completed a SOC 2 Type 2 audit and encrypts data in transit with TLS 1.2+ and at rest with AES 256-bit encryption.Read 4 Oct 2026 · wealth.com
Support
Wealth.com states that it offers U.S.-based live chat, phone and email support, with average initial chat response under 90 seconds.Read 14 Oct 2026 · wealth.com
Headquarters
Tempe, Arizona, United StatesRead 28 Sep 2026 · wealth.com
Founded
A Wealth.com article states that the company was founded in 2022.Read 4 Oct 2026 · wealth.com
Advisor compliance
The company says advisor and client portal firewalls, embedded attorney consultations, and controlled workflows support role separation around legal functions.Read 4 Oct 2026 · wealth.com
API authentication
The API supports Basic authentication, OAuth2 user tokens and machine-to-machine bearer tokens.Read 14 Oct 2026 · developer.wealth.com
Client vault
Client documents are stored in a secure vault and can be downloaded, printed or sent for mobile notarization.Read 14 Oct 2026 · wealth.com
Company facts
LinkedIn lists Wealth.com as a privately held Tempe, Arizona financial-services company founded in 2021 with 51–200 employees.Read 14 Oct 2026 · linkedin.com
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.Read 4 Oct 2026 · wealth.com
Custom integration
Wealth.com advertises proprietary API and SFTP capabilities for custom firm integrations.Read 14 Oct 2026 · wealth.com
Custom integrations
Wealth.com says its proprietary API and SFTP support custom integrations for firms.Read 4 Oct 2026 · wealth.com
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.Read 4 Oct 2026 · wealth.com
Data residency
The company says customer data is stored in the United States and that it does not sell uploaded information.Read 14 Oct 2026 · wealth.com
Developer extensibility
The developer portal documents bulk SFTP exchange, an Ester Embed SDK and a Wealth MCP connection for Claude.Read 14 Oct 2026 · developer.wealth.com
Encryption
Data is protected in transit with TLS 1.2 or newer and at rest with AES-256 encryption.Read 14 Oct 2026 · wealth.com
Estate documents
The platform creates jurisdiction-optimized revocable trusts, pour-over wills, wills, financial powers of attorney, health-care directives and guardianship nominations.Read 14 Oct 2026 · wealth.com
Ester AI
Ester extracts, summarizes and visualizes estate plans and converts complex documents into planning insights.Read 14 Oct 2026 · wealth.com
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.Read 14 Oct 2026 · wealth.com
Help center
Wealth.com introduced an in-app help center for members and advisors, alongside email, phone and chat support.Read 14 Oct 2026 · wealth.com
Legal name and founders
Crunchbase identifies the legal entity as Wealth Inc. and lists founders Danny Lohrfink, Rafael Loureiro, Rei Carvalho and Tim White.Read 14 Oct 2026 · crunchbase.com
Limit: advisor dependency
Estate Tech says much of the platform’s value is lost for clients who do not work with wealth advisors.Read 14 Oct 2026 · estate.tech
Limit: implementation complexity
Estate Tech says configuring relationships among advisors and attorneys requires careful setup and training.Read 14 Oct 2026 · estate.tech
Limit: opaque pricing
Estate Tech criticizes the requirement to contact sales and says the pricing may be difficult for boutique firms to assess.Read 14 Oct 2026 · estate.tech
Limit: review coverage
Software Advice lists wealth.com with no reviews and pricing available only on request.Read 14 Oct 2026 · softwareadvice.com
Mobile notarization
The service lets clients request an in-home mobile notary through its next-steps workflow, with same-day scanbacks advertised.Read 14 Oct 2026 · wealth.com
Notable news
On September 14, 2026, Wealth.com announced it became a launch partner for Claude for Financial Advisors.Read 14 Oct 2026 · wealth.com
Praise: advisor coordination
Estate Tech praises coordination among advisors, attorneys and other professionals as a central strength for complex clients.Read 14 Oct 2026 · estate.tech
Praise: visuals and AI
Kiplinger highlights Wealth.com’s scenario builder, visual deliverables and Ester analysis of existing estate documents.Read 14 Oct 2026 · kiplinger.com
Pricing model
Official pricing says contracts are annual, payable upfront or quarterly, based on advisor seats with volume discounts and no per-client or per-document fees.Read 14 Oct 2026 · wealth.com
Public API
The Advisor API documentation covers clients, assets, documents, contacts, quizzes, AI notes and webhooks.Read 14 Oct 2026 · developer.wealth.com
Rating on GetApp
0 out of 5 from 0 reviews; the listing shows no user reviews and zero category scores.Read 14 Oct 2026 · getapp.com
Rating on T3/Inside Information
8.40 out of 10 from 2,906 survey responses in the 2026 advisor-technology survey; Wealth.com led the estate-planning category.Read 14 Oct 2026 · t3technologyhub.com
Scenario Builder
Advisors can test tax effects, estate distributions and planning opportunities against a client’s current plan.Read 14 Oct 2026 · wealth.com
Security certification
Wealth.com says it completed an independent SOC 2 Type II audit covering security, availability, confidentiality, privacy and processing integrity.Read 14 Oct 2026 · wealth.com
Software ownership
Terms state that the underlying software belongs to Wealth, its affiliates or licensors and prohibit copying, reverse engineering and sublicensing.Read 14 Oct 2026 · wealth.com
Tax modeling
Tax Planning supports multi-year and multi-state modeling, AI analysis, pre-built strategies and branded reports.Read 14 Oct 2026 · wealth.com
Unauthorized-practice controls
The platform separates advisor and attorney roles through portal firewalls, attorney consultations and controlled workflows intended to avoid unauthorized legal practice.Read 14 Oct 2026 · wealth.com

Plans and prices

Estate Planning Priced on request annual contract, payable in full or quarterly End-to-end estate-plan creation and execution · simple to ultra-high-net-worth estates · trusts, wills and beneficiary tools · attorney collaboration · branded plans Read 14 Oct 2026 · wealth.com
Estate Planning + Tax Planning Priced on request annual contract, payable in full or quarterly Unified estate and tax planning · multi-year, multi-state modeling · plan creation, execution and updates · AI insights · client-ready reports Read 14 Oct 2026 · wealth.com
Tax Planning Priced on request annual contract, payable in full or quarterly Multi-year, multi-state tax modeling · estate-planning integration · AI tax analysis · branded reports · pre-built strategies and quick actions Read 14 Oct 2026 · wealth.com

Every Wealth.com plan and price →

Strong points and limits

Strong points

  • Creates trusts, wills, powers of attorney and other documents.
  • Scenario Builder evaluates plans and tax implications.
  • Client portal supports reports, document uploads and connected assets.
  • Offers U.S.-based chat, phone and email support.

Limits

  • No free plan.
  • Pricing is available on request.
  • Annual contract, payable in full or quarterly.

Who it suits

It is designed for financial advisors and institutions handling estate and tax planning, and for their clients who access it through an advisor or wealth strategist. Firms seeking custom integrations can use its API and SFTP support.

Verdict

Wealth.com brings document creation, plan analysis and client access together for advisor-led estate and tax planning. Its pricing is on request, and clients access the service through an advisor or wealth strategist.

Where Specifiction places it

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